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State of the Asset Management Industry - Latin America

Actionable Insights into Growing AUM


Overview | Contents | Author | Purchase this Report

 

Table of Contents

Executive Summary 6
Growth Opportunities in Latin America 6
   
Latin America Growth Projections 2011 - 2020 18
Historical Net Flows by Market 24
   
Brazil & Mexico 30
Brazil 30
Mexico 45
BlackRock and iShares in Latin America 47
   
Latin America Institutional Offshore Opportunities 49
   
Chile, Colombia and Peru 51
   
High Net Worth Investors and Private Banks 69
Latin America Revenues and Profitability for Private Banks 71
   
Building Emerging Markets Links (Latin America & Asia) 80
   
Changing Manager Selection Criteria for Professional Fund Buyers 75
   
Emerging Markets' Regulatory Impact on Global Asset Management 89
   
Operational Models for Latin America 95
   
GDP, Demographic Growth & Multi-Convergence    99
   
Summary and Outlook 104
   

SI and AI Research

108

 

Table of Presentations

1 – Global Asset Management Industry AUM by Region 6
2 – Selected Latin America Managers' Offshore Products 10
3 – Latin America by AUM 18
4 – Latin America "Ease of Doing Business" Rank 19
5 – Latin America AUM and 5-Year CAGR by Market 20
6 – Latin-America Mutual Fund AUM Projection – 2005-2020 22
7 – Latin America Historical Net Flows by Market 24
8 – Global Net Flows by Market Region 25
9 – Global Net Flows by Region, Asset Class 1H/2011 26
10 – Latin America Regional Historical AUM 27
11 – Brazil Net Flows & AUM by Asset Class 29
12 – Brazil Net Flows & AUM by Asset Class 30
13 – Brazil Break Down of "Other" Funds 31
14 – Largest Asset Managers in Brazil 34
15 – Top-Selling Managers in Brazil 35
16 – Best-Selling Fixed Income Funds in Brazil 37
17 – Brazil Largest Pension Funds 38
18 – Best-Selling Equity Funds in Brazil 39
19 – Brazil Multimercado Funds AUM by Objective 40
20 – Brazil Best-Selling Multimercado Funds 41
21 – Brazil Best-Selling Multimercado Managers 43
22 – Largest International Managers with Presence in Local Brazil 44
23 – Largest Fund Managers in Mexico 45
24 – Latin America ETF Listings & Registrations 47
25 – Largest ETF Managers in Latin America 48
26 – Latin America Pension Funds Domestic v. Offshore Allocations 49
27 – Latin America Pension Funds Offshore Limit v. Current Investment 50

 

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