Hugo Petricioli expects 2021 to be another amazing year for the mutual fund industry in Mexico, and particularly for Franklin Templeton, which has just added GBM as one of its distributors.
Franklin lists on GBM+ platform, applauding its success in bringing in new fund clients
August 18, 2021 by
Added flows, tighter fees will pressure Afores to diversify their portfolios
December 22, 2020 by
The industry was not pleased with the placement of stringent caps on fees they can pass on to affiliates, but cheered plans to boost payroll contributions substantially.
Franklin Templeton rides wave of new-client growth in Mexico
December 21, 2020 by
FT's Hugo Petricioli said clients turned to mutual funds in 2020 in search of exchange-rate protection and higher returns via international equities.
Franklin Templeton sees extended demand for fixed-income vehicles in Mexico
September 2, 2019 by
After a lengthy process, the firm received approval from regulators to launch a new debt product at a time of increased appetite for Mexican fixed income.
Client demand prompts Franklin to launch ETFs in Mexico
November 6, 2018 by
Under the guidance of country manager Hugo Petricioli, Templeton is looking to complement its USD 800 million local-fund business with the launch of ETFs.
Franklin preps ETFs for Mexican retail and institutional segments
June 19, 2018 by
Franklin is introducing a line of ETFs that includes passive and Smart Beta strategies. Demand for these instruments has been high, says Jennifer M. Johnson, president and COO.
Templeton Global Investor Sentiment Survey: Optimism dominates – except among Latin Americans
June 4, 2015 by
The study found that Latin American investor sentiment is on the decline, with an 11% drop in optimism, from 93% in 2014 to 82% in 2015. Brazil had the largest decline in investor optimism for reaching their financial goals, with a 19% drop to 71% compared to last year at 90%.
Franklin: Change in Mexican investment culture must accompany open-architecture framework
March 19, 2015 by
Franklin's local director, Hugo Petricioli, said that while third-party fund platforms have existed for some years, the investment culture in Mexico has remained very narrowly focused on short-term fixed-income proprietary products sold by banks, and investors have not bothered to look around for alternatives.
This year could see a number of specialized mandates contracts in Mexico
January 5, 2012 by
Consar has defined the parameters and clarified the rules. Hugo Petricioli of Franklin Templeton and Sergio Mendez of Afore XXI believe the roles of valuers and custodians will be defined as the Afores start the mandates processes.
BBVA Bancomer and Franklin Templeton join forces in an emerging equity fund
April 26, 2013 by
The product is for clients in private asset management, operated by BBVA Bancomer. Franklin Templeton will act as advisor on portfolio management. The target is to reach USD100 million in assets.
