"What is coming for the future are strategies more tailored to specific needs or sectors," says HMC's Ricard Morales.
New alternatives regulations free up AFP cash
November 29, 2017 by
Two of Chile's most experienced executives in the alternatives industry - Matias Eguiguren and Ricardo Morales - explained how the new investment regimen streamlines the handling of committed capital.
Chilean regulator on verge of publishing alternatives regulations
September 28, 2017 by
AFPs will likely be able to invest between 5% and 15% of their AUM in this asset class. Some distributors, such as Ignacio Montes of Credicorp Capital, had been hoping for sublimits to promote more real-estate and infrastructure investment.
HMC adds Aegon-owned Kames Capital to brand lineup
August 15, 2017 by
Ricardo Morales, a partner at HMC Capital, believes Kames brings a unique investment outlook to the Chilean market, as well as to HMC, which already reps for Matthews Asia, Neuberger Berman, Man and Bradesco.
Distributors are hopeful that Colombian regulator’s proposed changes will stick
January 28, 2016 by
Daniel Navajas of Compass Group viewed positively the proposed changes, which include increased access to alternatives, investment in high-yield bond funds and hedge funds, and AFP access to cross-border funds that might have a shareholder owning more than 10%.
Rule changes in Chile could unleash AFP investment boom in private equity
September 10, 2015 by
Pension Superintendent Tamara Agnic recognized that significant changes to the AFP investment regimen are under consideration. These modifications could potentially result in higher allocations to alternative asset classes, and direct investment by the AFPs in cross-border private-equity funds and REITs.
A second ex-Sura CIO lands at HMC Itajubá
April 1, 2015 by
Mogrovejo is the second former CIO of a regional Sura-owned pension fund to join HMC Itajubá in the last 24 months. The first was Daniel Dancourt, previously CIO of Integra in Peru. Together, they managed approximately USD 50 billion in Sura pension AUM.
