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State of the Asset Management Industry - Latin America

Strategic Insight is pleased to share the result of a year's worth of time spent on the ground with asset managers, regulators, associations, and distributors in Brazil, Mexico, Peru, Chile, Colombia, Uruguay, and Venezuela throughout 2011. The issues, local viewpoints, and anecdotes we took away from our time there have been summarized in our comprehensive Latin America Fund Management Report.

How Can this Report Benefit You?

  • Learn what products sell well to help your product development decisions
  • Understand how best to distribute products in the region
  • Develop a greater sense of how to navigate the regulatory environment to maximize chances of success

$ 4995

Table of Contents

Executive Summary  6
Growth Opportunities in Latin America6
  
Latin America Growth Projections 2011 - 2020  18
Historical Net Flows by Market24
  
Brazil & Mexico   30
Brazil30
Mexico45
BlackRock and iShares in Latin America47
  
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 Banks71
  
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 Region6
2 – Selected Latin America Managers' Offshore Products10
3 – Latin America by AUM18
4 – Latin America "Ease of Doing Business" Rank19
5 – Latin America AUM and 5-Year CAGR by Market20
6 – Latin-America Mutual Fund AUM Projection – 2005-202022
7 – Latin America Historical Net Flows by Market24
8 – Global Net Flows by Market Region25
9 – Global Net Flows by Region, Asset Class 1H/201126
10 – Latin America Regional Historical AUM27
11 – Brazil Net Flows & AUM by Asset Class29
12 – Brazil Net Flows & AUM by Asset Class30
13 – Brazil Break Down of "Other" Funds31
14 – Largest Asset Managers in Brazil34
15 – Top-Selling Managers in Brazil35
16 – Best-Selling Fixed Income Funds in Brazil37
17 – Brazil Largest Pension Funds38
18 – Best-Selling Equity Funds in Brazil39
19 – Brazil Multimercado Funds AUM by Objective40
20 – Brazil Best-Selling Multimercado Funds41
21 – Brazil Best-Selling Multimercado Managers43
22 – Largest International Managers with Presence in Local Brazil44
23 – Largest Fund Managers in Mexico45
24 – Latin America ETF Listings & Registrations47
25 – Largest ETF Managers in Latin America48
26 – Latin America Pension Funds Domestic v. Offshore Allocations49
27 – Latin America Pension Funds Offshore Limit v. Current Investment50