Juan Pablo Soffia told Fund Pro Latin America that the firm seeks to replicate its results with Chilean pension funds in Peru and Colombia, while also expanding the client base to other institutions, such as mutual fund managers and private banks in the three countries.
JP Morgan institutional head charts diversification strategy by country and client
August 1, 2014 by
Latin American Pension Fund Investments in Cross-Border Securities – May 2014
July 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 May 31, 2014.
PineBridge strengthens team in Santiago with new hire
July 25, 2014 by
With the new addition of Adrien Grynblat, PineBridge hopes to develop its presence in the region, in the distribution of mutual funds and alternative investments.
BTG Pactual buys Generali’s Swiss-banking unit for USD 1.7 billion
July 16, 2014 by
With the BSI acquisition, BTG Pactual takes control of the Chilean private-pension administrator AFP Planvital, which up to now had been controlled by BSI.
EDM prepares for landing in Latin America
July 11, 2014 by
Eusebio Díaz-Morera (pictured), said EDM's presence in Chile is closely linked with Larrain Vial Asset Management, which has contracted EDM for subadvisory of its Chilean-domiciled European mutual fund, whose portfolio is mirror of an EDM Sicav fund.
Brazil’s XP Securities opens office in Miami
July 11, 2014 by
XP Securities has opened a Miami branch at 701 Brickell Ave. with about 15 employees relocated from its New York office. It plans to employ 100 people in Miami in about a year, a news release said.
Chief economist at Chilean Central Bank jumps to BTG Pactual
July 11, 2014 by
The former director of research and chief economist at the Central Bank of Chile will oversee the Andean region for the Brazilian-based firm.
Santander sells off half of its Latin custody business
June 20, 2014 by
A group led by Warburg Pincus that includes the Singaporean Temasek will acquire a 50% stake in Santander’s custody business in Spain, Mexico and Brazil. The transaction is expected to close in the fourth quarter of 2014.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2014
June 19, 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 March 31, 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.
MSCI launches suite of factor indexes for Latin America
June 18, 2014 by
MSCI launched the new factor indexes to meet increased demand for indexes generally in Latin America, and also to address the global trend toward factor investing, said Diana Tidd (photo), managing director.
