JP Morgan, Dimensional, Franklin Templeton, DWS, Lazard, Morgan Stanley and AEA Investors were the fund sponsors gaining approval for new products in August.
Brazilian decreased the pace of withdrawals from international funds in the second quarter
September 3, 2023 by
Ian Caó, founding partner and CIO of Gama Investimentos, said that the awareness work being carried out by market professionals regarding the importance of diversifying portfolios in other geographies, contributed to the increase in some international investments strategies.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – July 2023
August 8, 2023 by
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 July 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.
CCR Monthly Approval Report – July 2023
August 4, 2023 by
A total of 27 products were added in the month from 10 different asset managers: American Century, Franklin Templeton, Comgest, Columbia Threadneedle, HSBC, Acadian, JPMorgan, Morgan Stanley, Invesco and KKR.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – June 2023
July 18, 2023 by
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 June 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.
CCR Monthly Approval Report – June 2023
July 7, 2023 by
Mutual funds from Goldman, Man, Wellington and Moneda were approved in the month of June 2023.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – May 2023
June 14, 2023 by
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 May 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.
CCR Monthly Approval Report – May 2023
June 12, 2023 by
BlackRock led with four ETFs of its iShares family, while EDM, JPMorgan, Patria and TJC completed the list each with one product approved.
Negative flows continue to hit cross-border Brazilian funds in first quarter
May 28, 2023 by
Despite USD 1.7 billion exited domestic mutual funds that invest in cross-border instruments, distributors see growing interest in international diversification.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – April 2023
May 18, 2023 by
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 April 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.
