Monje is one of the first hires following Fidelity's touchdown in Santiago, from where it will be seeking to widen the scope of its institutional business in the region.
Latin American Pension Fund Investments in Cross-Border Securities – August 2014
October 29, 2014 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2009 through 2013, and as of August 31, 2014.
Latin American Pension Fund Investments in Cross-Border Securities – July 2014
October 2, 2014 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2009 through 2013, and as of July 31, 2014.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2014
September 22, 2014 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 2014.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
League Table – Assets Gathered by Latin American Pension Fund Managers – June 2014
September 5, 2014 by
This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of June 30, 2014.
Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.
Falcom, newest distributor to AFPs with Oddo offering, seeks other niche vehicles
September 2, 2014 by
Roberto Salas (photo) told Fund Pro Latin America that distributing global brands to local AFPs is an additional way of generating value, and complements the development of in-house asset management capabilities.
Latin American Pension Fund Investments in Cross-Border Securities – June 2014
September 1, 2014 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2009 through 2013, and as of June 30, 2014.
Market experts predict shift to alternative funds as traditional yields shrink
August 26, 2014 by
Pressure on AFPs to deliver decent-sized pensions will lead to greater investment in this category, especially considering the narrow yields of regional fixed-income and the volatility of global equity markets.
Partners Group plants flag in Houston to focus on private energy plays in US and Latam
August 26, 2014 by
The firm said the opening underscores its interest in the US energy sector and shows that it remains positive on Latin America, "despite recent negative investor sentiment surrounding emerging markets."
Deutsche retires DWS brand in Americas, renames retail product suite
August 15, 2014 by
The change affects all open-end funds, closed-end funds, the variable insurance portfolios, and exchange-traded funds.
