Mexico Archives - Page 9 of 98 - Fund Pro Latin America

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – October 2023

November 10, 2023 by LAM Research

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 October 31, 2023.

Companies mentioned in this report: iShares, JPMorgan, Vanguard, State Street, Invesco, BlackRock, Amundi, WisdomTree, PIMCO, Global X, Deutsche Bank, Santander, First Trust, Man GLG, Lyxor, Franklin Templeton, DWS, AQR, AllianceBernstein, MFS, HSBC, Van Eck, ProShares, Schroders, Goldman Sachs, Mondrian, UBS, Natixis, Principal, BBVA, Compass, KraneShares, US Global Investors, Abrdn, Union Bancaire Privée, Candriam, John Hancock, Pictet, Wellington, GAM, Defiance ETFs, BNP Paribas, Actinver, BlackRock, BBVA, Actinver, Santander, Valmex, Scotia, HSBC, Franklin Templeton, Banorte – Ixe, Sura IM, Inbursa, Vector, GBM, Compass, Principal, Multiva, Invex, Skandia, Azimut, Finaccess, Intercam, CI Fondos, Axa, BNP Paribas, Ve por Mas, Monex, Pichardo AM, Nafinsa, Finamex, Afirme.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: asset allocation, Cross-Border, Distribution, etfs, Flow Report - Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs, flows, fund of funds, inflows, international investments, Mexico, Mutual Funds, October 2023, offshore, outflows, Portfolio Management

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – October 2023

November 10, 2023 by LAM Research

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 October 31, 2023.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: asset allocation, Asset Managers, Cross-Border, Distribution, etfs, fondos, Holdings Report - Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs, international investments, Mexico, Mutual Funds, October 2023, Portfolio Management

Mexican Pension Fund Industry Statistics – September 2023

November 1, 2023 by LAM Research

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2023.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: affiliates, Afores, Aums, Mexican Pension Fund Industry Statistics, Mexico, Pension Funds, September 2023

Latin American Pension Fund Investments in Cross-Border Securities – September 2023

November 1, 2023 by LAM Research

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2020 through 2022, and as of September 30, 2023.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: AFP, Aums, Chile, Colombia, Costa Rica, Cross-Border, Distribution, etfs, international funds, Latam, Latin America, Latin American Pension Fund Investments in Cross-Border Securities, Mexico, Pension Funds, Peru, September 2023

Regional Pension Fund Managers Industry Statistics – September 2023

November 1, 2023 by LAM Research

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of September 30, 2023.

Companies mentioned in this report: Habitat, Provida, Capital, Cuprum, Modelo, Planvital, Uno, XXI Banorte, Citibanamex, Profuturo, Sura, Principal, Coppel, PensionISSSTE, Invercap, Inbursa, Azteca, Integra, Prima, Profuturo, Porvenir, Protección, Colfondos, Skandia, Progreso, Quantia, JMMB-BDI, Atlántico BBA Valores, Popular, Reservas, Romana, Crecer, Siembra, Integracion, Republica, AFAP Sura, Union Capital, BAC, BCR, BN, CCSS-OPC, VIDA PLENA OPC.