BECON Investment Management and Neuberger Berman will host the first-ever series of advisor-focused events in Latin America in which attendees can acquire Chartered Financial Analyst (CFA) continuing-education credits.
Amundi strengthens focus on Latin American institutional asset gathering
June 20, 2018 by
After its merger with Pioneer, Amundi has decided to attack the Latin American institutional market from Santiago and Mexico, leveraging the experience of Silvia Fernández, who led Pioneer's distribution area in Andean markets.
Morgan Stanley: Sustainable investing gains momentum among pension, wealth entities
June 19, 2018 by
“The growing sophistication among asset owners about when and how to integrate ESG into the investment process creates opportunities to tailor strategies and provide customized solutions," said Morgan's Rui de Figueiredo.
Franklin preps ETFs for Mexican retail and institutional segments
June 19, 2018 by
Franklin is introducing a line of ETFs that includes passive and Smart Beta strategies. Demand for these instruments has been high, says Jennifer M. Johnson, president and COO.
JP Morgan is latest to list ETFs in Mexico
June 12, 2018 by
ETFs from global firms have flooded the market, providing investors with diversification options as the country heads toward July elections. Vanguard, Principal, Franklin Templeton, First Trust, Van Eck and Amundi have all listed funds in recently.
Global sponsors redouble their efforts to sell Smart Beta ETFs to Chilean pensions
June 4, 2018 by
Several foreign managers, including Vanguard, First Trust, Amundi and BlackRock are promoting their Smart Beta ETFs in the Chilean market, but uptake has been slow among AFPs.
CCR Monthly Approval Report – May 2018
May 31, 2018 by
The CCR approved 10 alternatives products from Apax Partners, BlackRock, Hamilton Lane, Partners Group, Kohlberg Kravis Roberts & Co., PineBridge and Warburg Pincus.
Schroders accesses retail channel in Brazil via third-party exclusive relationships
May 9, 2018 by
Schroder Brazil's Fernando Cortez told Fund Pro Latin America the firm is pushing to have eight feeder funds on offer by the end of 2018, many distributed exclusively via large third-party banking networks.
Principal broadens its lineup of life cycle funds in Mexico
May 9, 2018 by
The manager launched the conservative Lifestyle "Traditional" fund to cater to conservative investors who "still get a bit nervous with the mix of 80% debt and 20% equity" said the firm's Luis Lozano.
CCR Monthly Approval Report – April 2018
May 9, 2018 by
Lombard Odier led with 10 mutual funds registered in the month, while AZ Fund followed with three of its own products. Eleven other mutual funds managers and ETFs sponsors completed the list with one product each.
