A total of six products were added in the month from six different asset managers: Franklin Templeton, Goldman Sachs, Impax, Jupiter, KPS Capital and Vanguard.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – October 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 October 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.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – September 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 September 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 – September 2023
A total of five products were added in the month from four different brands: Franklin Templeton, Colchester, M&G, and Independencia.
BlackRock begins iBonds offering in Latin America
So far the manager has launched nine iBonds on the UCITS platform for global investors, four corporate in dollars, four corporate in euros, and one US treasury.
Three players with active ETFs have taken positions
Following the CCR update to its Resolution 32 a couple of months ago, ETF managers have registered an offering of around 60 active products for pension funds.
JPMorgan AM goes all out for active ETFs
After registering 16 of these vehicles with the CCR, the manager is now promoting attributes such as transparency, low cost, intraday operations and liquidity, but without giving up alpha.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – August 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 August 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 – August 2023
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
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.