CCR Monthly Approval Report – October 2023

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register

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.

This content is reserved for our licensees.

Log In Register