Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – February 2024

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 February 29, 2024.

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.

This content is reserved for our licensees.

Log In Register

CCR Monthly Approval Report – February 2024

A total of five products were added in the month from five different asset managers: AllianceBernstein, Man, Pinebridge, Apollo, GI Partners, Monroe Capital and SLR CP.

This content is reserved for our licensees.

Log In Register

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – January 2024

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 January 31, 2024.

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.

This content is reserved for our licensees.

Log In Register

CCR Monthly Approval Report – January 2024

Three mutual funds, one ETF and one alternative product gained CCR approval to kick off 2024. Sponsors gaining approval were UBS, Invesco and TrueBridge Capital Partners.

This content is reserved for our licensees.

Log In Register

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – December 2023

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, 2023.

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.

This content is reserved for our licensees.

Log In Register

CCR Monthly Approval Report – December 2023

Barings, Gemcap, BNP Paribas, UBS andGlobal Infrastructure Partners were the fund sponsors gaining approval for new product

This content is reserved for our licensees.

Log In Register

Private investors could be the new target for real estate funds

Luis Marcelo Indacochea, general manager of Core Capital, said the freezing of AFP investment in alternatives will push industry players to look for other sources of financing.

This content is reserved for our licensees.

Log In Register

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – November 2023

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, 2023.

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.

This content is reserved for our licensees.

Log In Register

CCR Monthly Approval Report – November 2023

A total of 14 products were added in the month from the following asset managers: Vanguar, New Capital, Invesco, UTI Goldfinch, TowerBrook Capital Partners and Strategic Partners. 

This content is reserved for our licensees.

Log In Register

Demand for cross-border oriented funds recovered in the third quarter

Fixed income strategies attracted greater attention from institutional investors. Regulatory changes in the taxation of funds can boost greater demand from high-net wealth clients in allocating their resources internationally, said Fernando Cavallete, portfolio specialist at Itaú Asset.

This content is reserved for our licensees.

Log In Register