Sponsors gaining approval were Amundi, Azimut, Blue Owl Capital, Echiquier, Eurazeo, Invesco, iShares, Leonard Green and M&G.
BlackRock and Partners Group launch private markets SMA for wealth platforms
The introduction of an outcome-oriented private markets SMA reflects a broader industry shift from products to portfolio solutions, with meaningful implications for wealth platforms.
Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – December 2025
Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of December 31, 2025.
Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – December 2025
Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of December 31, 2025.
Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.
CCR Monthly Approval Report – December 2025
Bradesco, HSBC, Invesco, VanEck, Wisdomtree, Lone Star Funds and TPG Angelo Gordon were the fund sponsors gaining approval for new product.
Balanz unveils new RG 1030 global bond fund leveraging BlackRock’s ETF platform
The initiative represents one of the early steps by local managers to offer qualified investors locally domiciled vehicles with exposure to international assets.
Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – November 2025
Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of November 30, 2025.
Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – November 2025
Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of November 30, 2025.
Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.
CCR Monthly Approval Report – November 2025
Alpheon, Danske, DPAM, Fidelity, Global X, iShares, Sixth Street, T. Rowe Price and Wellington were the fund sponsors gaining approval for new products in November.
CCR Monthly Approval Report – October 2025
Xtrackers got 37 of its ETFs registered in the month, while UBS had one equity mutual fund approved.




