The Chicago-based investment bank and asset management has opened a new office in Sao Paulo, Brazil, expanding firm's reach to Latin America.
AFP Habitat leads Fund Pro ranking for third year in a row
November 18, 2013 by
In an exclusive interview, Alejandro Bezanilla, investment manager, explains the investment process and risk management of the AFP’s portfolios. Selectivity in selection of managers of international funds and liquidity for meeting transfers are key factors.
JP Morgan Funds strengthen in Latin America
August 7, 2013 by
The creation of a new job to coordinate all sales in the region, filled by Guiuliano de Marchi, combines with the plans to open a distribution office in Colombia.
Regulatory change extends fixed income spectrum for AFPs
July 12, 2013 by
The E fund will soon be able to invest in mutual funds and fixed income ETFs, even though up to 10% of the portfolio of these instruments relates to the restricted category.
Transfers begin to affect pension funds’ portfolio strategy
July 11, 2013 by
AFPs could be looking for more liquid instruments to deal with mass changes, such as happened in April at the suggestion of a pension consultant.
Idea of raising the pension contribution percentage gains ground
May 27, 2013 by
A state AFP is one of the proposals with most impact on presidential candidates, but would not have the support of the technical people.
Heyman y Asociados joins forces with Franklin Templeton in Mexico
April 23, 2013 by
The Heyman team will provide investment management services through Franklin Templeton Servicios de Asesoría Mexico, a new institutional investment management subsidiary, of which Timothy Heyman will become CEO.
Industry looks for increased liquidity for closed-end investment funds
April 10, 2013 by
The new legislation should include authorization to repurchase up to 10% of their own shares annually, Enrique Ovalle, general secretary of Acafi, says.
Sura to distribute 66 BlackRock funds to non-institutional clients
April 10, 2013 by
The partnership will strengthen its open architecture model for fund sales. The U.S. firm is also pinning its hopes on potential growth in the retail segment.
Bice Inversiones launches international fund with tax break
April 5, 2013 by
The Bice EE.UU mutual fund will trade on the stock exchange giving participants tax-free gains.
