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.
CNBV plans to facilitate creation of investment funds
April 4, 2013 by
Andrés Rodríguez, deputy director general of the Investment Management Department of the CNBV, said the corporate structure under which an investment fund is set up could be adapted.
Afores sector faces three challenges, Amafore says
January 30, 2013 by
International investment, the level of contributions and coverage are among priority topics. The regulator’s role is crucial for a real effort to deal with them and continue the evolution of the pension system in Mexico.
Pension fund portfolios ended 2012 with innovations
January 30, 2013 by
In December flows to international funds and ETFs stalled, but there was significant movement of portfolios toward equity in emerging markets and Asia. Fixed income funds are losing ground.
