Tracking the Activities of Global Asset Managers in Latin America
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2014.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
If an open-architecture scheme is implemented industry-wide, the winners of this opening will be the end clients, intermediaries and the fund industry itself, Luis Ortiz, director of Investment Management at Sura Mexico, told Fund Pro Latin America.
Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of February 28, 2015.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Old Mutual; Interacciones; Invex; Vector; Intercam; Aberdeen; 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; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree.
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 February 28, 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.
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of February 28, 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.
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 December 31, 2014.
Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of December 30, 2014.
Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; INvercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Afirme Bajío; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat.
Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of December 31, 2014.
Companies mentioned in this report: Actinver; Banamex; Banorte - Ixe; BBVA Bancomer; Compass; Finaccess; Finamex; GBM; HSB; Inbursa; Interacciones; Intercam; Invex; Mifel; Monex; Multivalores; Nafinsa; Principal; Santander; Schroders; Scotia; Skandia; Sura IM; Franklin Templeton; Valmex; Valores Afirme; Value; Vanguardia; Ve por Más; Vector.
Experts gathered at forum hosted by Principal Investments agreed that the first generations of Mexicans who retire with their Afore accounts will not receive a decent pension. The average OECD replacement rate is 54% (pension as a percent of salary) compared with just 28.5% in Mexico.
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 January 31, 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.
