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Latin
Asset Management, a sister company to The Fund Pro and the site’s
major content contributor, specializes in research and consulting
services with an exclusive focus on the asset management business
in Latin America. |
 Research
Reports
The editorial
board of Latin Asset Management has more experience covering money managers
in Latin America than any other independent entity, and that background
and contact base provide an important foundation for unique, specialized
research reports that offer an independent and objective viewpoint on subjects
such as product trends, regulatory reform, acquisition strategies, and market
potential.
Latin Asset Management is the strategic partner for Latin America of Cerulli
Associates of Boston, Massachusetts, one of the world's most recognized
asset management consultants. In conjunction with Cerulli, Latin Asset Management published
Trends in the Latin American Fund Management Marketplace in the fourth quarter
of 2001.
This was followed in early 2003 by Cross Border Fund Sales in Latin America, which charted trends and provided an outlook for growth for offshore managers distributing into the private-banking and institutional marketplaces in the region.
Later in 2003, we followed up with Trends Among Latin American Institutional Investors, focusing on the latest regulatory changes affecting Latin pension funds, insurers and mutual funds, and their implications for international product providers.
In 2004, Trends in the Latin American Private Client Marketplace was published. This was a groundbreaking study on the non-resident-alien market in the US, in which we surveyed major distributors of managed products (mutual funds, hedge funds, annuities, and managed accounts) and estimated current market size, future demand and breakdowns between segments. A detailed analysis followed on the evolving nature of the typical offshore investor in Latin America, competitive challenges for large broker-dealers and global private banks, and the impact of know-your-client and anti-money-laundering provisions on US-based asset gatherers.
In mid-2006, we published the report Latin American Distribution Dynamics,
which covered the six major Latin American marketplaces: Mexico, Colombia,
Chile, Peru, Brazil and Argentina, in terms of trends taking place in the mutual
fund and pension fund industries. The report was broken down by country and
focused on trends in terms of product development, control of distribution,
investor type, international asset allocation, potential growth, etc. This
initial report is to be followed-up upon every year, and promises to become the
asset management industry's key reference to the region.
At the end of
2006, the report Trends in the Colombian Asset Management Marketplace was
published. Colombia represents an important opportunity for global asset
managers, because of the potential size of its pension fund market and the
likelihood that the AFPs of this market will come to invest close to 50% of
their assets in overseas markets, given the small size of its local capital
market.
Other packaged research reports include:
| - Chilean AFP investments in international mutual funds, a quaterly series of reports analyzing the buying habits of Latin America’s largest institutional investors in terms of international allocations. This is a potential market of
US$40-60 billion in the medium to long term for international fund managers. |
| - Trends in the Mexican Asset Management Marketplace, a look at the rapidly expanding Mexican market and trends at the local level that are creating opportunities for global asset managers. |
| - Reform in Chile: The next wave of growth for asset managers, which studies capital markets reform in that country and how it will add dynamism to the mutual fund, pension fund and insurance industries and create new markets for both local and international money managers. |
| - Opportunities for offshore managers in Latin America, which examines the options open to international money managers in Brazil, Mexico, Argentina and Chile, on the retail, high-net-worth, and institutional fronts. |
-
Quarterly Performance Report, a country-by-country update of AUM
growth by manager and asset class, net flows, and fund performance. |
Consulting
Our lengthy focus on the asset management industry in
Latin America, the seriousness with which we treat the development of the
business, and our responsible approach in editorial endeavors, provides
Latin Asset Management with an important level of access to top executives
and regulators throughout the region. This access helps assure our consulting
clients that they will be provided with the specific details and historical
and regional context they require.
| Latin
Asset Management is available for specialized studies involving: |
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Private banking
- Annuities
- Mutual and pension funds
- Offshore funds
- Distribution platforms
- Market entry strategies
- Growth forecasts
- Competitive analysis |
We welcome requests for details on the type of specialized information we
can provide. Just send an e-mail to thomas.ciampi -A-T- fundpro.com.
All information requests will be handled with absolute confidentiality.
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