While Fóndika currently distributes the local and international funds of 10 managers, CEO Juan Carlos Pelayo noted that new regulations will allow the platform to commercialize any publicly offered Mexican funds it finds interesting.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – July 2015
August 5, 2015 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of July 31, 2015.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Latin American Pension Fund Investments in Cross-Border Securities – May 2015
July 31, 2015 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 2008 through 2014, and as of May 31, 2015.
Cash contributions to retirement schemes raise money-laundering fears
July 28, 2015 by
According to sources in the sector, the issue of cash contributions has raised the eyebrows of some international players interested in the potentially huge global-investment-mandate business with the Afores, which manage close to USD 200 billion.
MetLife and Arturo Hanono, veteran CIO, part ways
July 27, 2015 by
The longtime CIO of Afore Invercap, Hanono had jumped to MetLife in May 2014, where he was responsible for the group's investment and strategy units.
Julius Baer enters Mexico with stake in leading financial advisory
July 27, 2015 by
The partnership with NSC Asesores, Mexico's leading independent financial advisory, gives Julius Baer "access to one of the largest and most promising domestic wealth management markets in Latin America," said Boris F.J. Collardi, CEO of Julius Baer.
Mexican Pension Fund Industry Statistics – June 2015
July 20, 2015 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2015.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
BNP Paribas outlines how mandate process in Mexico could be improved
July 15, 2015 by
Noting that the Afores were born in 1997 and turn 18 in 2015, Luis Palacio, sales director of BNP Paribas Investment Partners in Mexico, says: "They have reached legal age and must be allowed to make decisions like adults."
League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – June 2015
July 14, 2015 by
Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Also includes monthly inflows / outflows and market share. Data as of June 30, 2015.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; State Street; Schroders; MFS; Franklin Templeton; BlackRock, Principal; Hederson; PowerShares, JP Morgan; EDM; BNP Paribas; Robeco;BBVA; First Trust; Van Eck; Santander; Oppenheim Pramerica; Pioneer; WisdomTree; Investec; Fidelity; Global X; PIMCO; ING; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – June 2015
July 10, 2015 by
Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of June 30, 2015.
Companies mentioned in this report: Aberdeen; Axa; BBVA; BlackRock; BNP Paribas; EasyETF; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree; Actinver; Banamex; BBVA; Compass; GBM; HSBC; Inbursa; Interacciones; Intercam; Ixe ; Principal; Santander; Old Mutual; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
