 |
||||||
 |
|
  | ||||
| OTHER PRODUCTS | ||||||||||
 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.
ConsultingOur 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.
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. ConferencesAs the region’s mutual and pension fund industries evolve, Latin Asset Management will play an increasingly active role in bringing the industry together to examine the difficult issues that hold back growth and analyze the successful efforts to mature in some countries that can inspire new ideas across borders. In 2002, Latin Asset Management played an instrumental role in the design of two highly-attended events, one in conjunction with Bloomberg, the other with MAR/Hedge. - MAR's Latin American Hedge Fund Investor’s Forum took place September 18-20, 2002, at the Ritz Carlton Hotel in Key Biscayne, Fla. This seminal event was attended by 150 hedge-fund-industry executives and investors from the region and explored the advantages of alternative investment strategies in private-client portfolios. - New Horizons for the Chilean Asset Management Industry was a seminar held July 24-25, 2002, at the Sheraton in Santiago, Chile. Co-sponsored by Bloomberg and Latin Asset Management, the seminar took aim at the current competitive issues arising out of the creation of the new voluntary savings market and the conversion of pension funds into a dynamic multifund system. The two-day event attracted a total of 200 industry executives. In 2003, in conjunction with Reuters, Latin Asset Management organized two seminal events that helped frame the key issues surrounding the opening of the Mexican Pension Fund and Mutual Fund marketplaces. The Seminar on Asset Management in Mexico, was the first event, taking place on February 18, 2003 at the Marquis Reforma Hotel in Mexico City. More than 220 executives from Mexican pension funds, mutual funds and insurance companies were in attendance. Guest speakers included Mark Mobius of Templeton Asset Management and Stuart Schweitzer of JP Morgan Fleming Asset Management, and the event was centered around the maturation of the Mexican institutional investor marketplace and new guidelines permitting international investments. Click here to view the presentations from this event. The Second Seminar on Asset Management in Mexico, held November 11, 2003, at the Hotel Nikko in Mexico City, focused on the new opportunities available to the mutual fund industry given the important regulatory changes that will permit greater product diversity - including international offerings - and more competition through open architecture and independent distribution. In attendance were 100 mutual fund industry executives, while guests included Manuel Somoza head of Prudential Apolo Operadora de Sociedades de Inversión, José Antonio González director of the securities division of the Mexican Finance Ministry, and Francisco Delgado supervisor of mutual funds at the Mexican Securities and Banking Commission. Click here to view the presentations from this event. In light of new investment rules permitting Afores to invest up to 20% of their assets in overseas instruments, Latin Asset Management and Reuters organized The Third Seminar on Asset Management in Mexico was held March 8, 2005 at the JW Marriott in Mexico City. Sponsored by Goldman Sachs, Vanguard Group, Templeton Investments, Barclay's, Alliance Capital, and Toronto Trust, the event was attended by 150 local asset management professionals. Keynote speakers were Forbes columnist Steve Hanke and Paulo Leme of Goldman. Gabriel Ramirez, the director of planning at the Consar, Mexico's pension fund regulator, detailed the rationale behind the current investment regimen. Click here to view the presentations from this event. In 2006, given the improving Brazilian economy and government liberalization of some offshore investment rules, Latin Asset Management teamed up with Reuters Brazil to launch their first-ever asset management conference - the Seminar on Global Asset Allocation - which was held April 5, 2006 at the Renaissance Hotel in Sao Paulo. The invitees included members of the Brazilian private-banking community and local funds-of-funds managers. The keynote speaker was Mark Mobius of Franklin Templeton, and the half-day program was rounded out by speakers from Massachusetts Financial Services, Vega Asset Management, Blackrock, Old Mutual and Muzinich. Click here to view the presentations from this event. We returned to Mexico City in March 2007, to hold the Fourth Seminar on Asset Management in Mexico, co-organized once again with Reuters. The event was focused on three main topics: open architecture in the mutual fund marketplace, trends among Mexican corporate pension funds, and asset allocation strategies for Mexican institutional investors. Top-notch speakers - from local and international firms - headlined the event. Speakers from Aberdeen Asset Management, Barclay's Global Investors, Blackrock, Capital Group, Vanguard, Principal Financial, Banamex, Watson Wyatt and Towers Perrin were on hand. Once again, Gabriel Ramirez, the director of planning at the Consar, Mexico's pension fund regulator, was on hand, this time to discuss the plans for a continued liberalization of international investment rules. During the lunch, which was sponsored by Credit Agricole Asset Management, Mexico's top funds and managers were presented with Fund Pro Platinum Performance Awards. Click here to view the presentations from this event.
|
|
||||
|
||||
|
|
|
||
|
|
|
|
|
|
|
|
||
|
|
 |
|
|
|
|
|
||
|
|
 |
|
|
|
|
|
||
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
|
||
|
|
 |
|
|
|
|
|
||
|
|
 |
|
|
|
|
|
||
|
|
|
||
|
||||
|
||||||||||||||||
|
||||||||||||||||
|
||||||||||||||||
|
||||||||||||||||
|
||||||||||||||||
| Events calendar | Registration options | Free trial | Pay per view | Press room | ||||||||||||||||
|
||||||||||||||||
| Group licensing | Marketing opportunities | Privacy policy | Translation | Links | ||||||||||||||||
|
||||||||||||||||
| Other products | Partners | Employment opportunities| Money Back Guarantee| About us | Contact | ||||||||||||||||
|
||||||||||||||||
|
||||||||||||||||
