This workbook details AUM growth of Brazilian mutual fund managers over each of the last six months, over the last three, six and 12 months, and annually over the last five years. Period ending September 30, 2013.
Brazilian Mutual Fund Sector Asset under Management over Last 1, 3, 6, and 12 Months – August 2013
September 24, 2013 by
Chart comparing mutual fund sector asset growth over the last 1, 3, 6 and 12 months. Period ending July 31, 2013.
USD2 billion pension portfolio in Latam whets appetite of Itaú AGF
May 23, 2012 by
The local manager of the Brazilian group has just registered a mutual fund with the Risk Rating Commission and hopes to attract investments from pension funds.
Itaú will not be the only AGF with ETFs based on the IPSA or IGPA indexes
May 2, 2012 by
The exclusive agreement with the Santiago Stock Exchange relates to commercial use of the brands but does not limit their replication by other managers.
AFPs diversify their choice of ETF issuers
April 13, 2012 by
Although iShares continue to dominate the segment, in the last two years very strong competition has appeared along the way.
Principal buys stake in Claritas
March 23, 2012 by
As part of its long-term strategy to boost its presence in Brazil it will buy a 60% percent indirect ownership stake in the Brazilian mutual fund manager.
Aberdeen has been appointed investment adviser to the Credit Suisse Equity Fund Brazil and Bond Fund Brazil
March 6, 2012 by
The equity strategy will be managed by Devan Kaloo, head of Global Emerging Markets, while the bond strategy will be managed by Brett Diment, head of Emerging Market Bonds.
IM Trust strengthens institutional focus with Allianz
February 6, 2012 by
Since the start of the year, IM Trust has been distributing Allianz’s funds in Chile, Peru and Colombia.
Foreign managers do not fear competition from local mutual funds
February 1, 2012 by
The Pensions Superintendency established procedures for accounting for shares which allow AFPs to use local mutual funds to invest offshore.
William Blair enters Latam
January 16, 2012 by
The Chicago-based investment bank and asset management has opened a new office in Sao Paulo, Brazil, expanding firm's reach to Latin America.
