This measure is part of a larger reform package slated to be submitted to Congress for debate in late 2014. The same package is likely to contain an increase in the international-allocation limit, which has been stuck at the 20% level since 2003.
Mexican Mutual Fund Industry Statistics – December 2013
January 16, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 30, 2013.
Companies mentioned in this report: Banamex; BBVA Bancomer; Santander; Banorte – Ixe; Inbursa; Actinver; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Ve por Más; American Express; Invercap.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – December 2013
January 10, 2014 by
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 December 31, 2013.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Skandia; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; 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.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – December 2013
January 6, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending December 31, 2013.
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 Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2013
December 20, 2013 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds and Peruvian pension funds (AFPs) . Data as of September 30, 2013.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC
Latin American Pension Fund Investments in Cross-Border Securities – September 2013
December 12, 2013 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 2012, previous month results and as of September 30, 2013.
Mexican government proposal would tie part of management fee to performance
December 11, 2013 by
The proposal, which would reward higher-performing Afores with larger fees and punish those poorer performers, was immediately panned by the local pension industry association, the Amafore.
Compass Group Mexico wants a piece of the Afore market
December 11, 2013 by
In an interview with Latin Asset Management, José Ignacio Armedariz and Luis Palacio said they will be very active in the next two years offering Afores new alternatives to benefit the pension managers' international portfolios.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – November 2013
December 10, 2013 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. Period ending November 30, 2013.
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; Skandia; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – November 2013
December 10, 2013 by
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 November 30, 2013.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Skandia; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; 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.
