Category Archives: LatAm

Monaco Fund Forum International 2011 – A Review

The Monaco Fund Forum International is always of major importance for the industry – in its 21st year, it is the world’s largest asset management event, and Julian Kirby, Jenny Adams, Ed Jones and team again outdid themselves. It also … Continue reading

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UCITS vs. Asia Fund Passport – Industry Expert Review at Monaco Fund Forum Intl 2011

Today I gave a speech and conducted an industry expert review at the Monaco Fund Forum International 2011 on the “UCITS vs. Asia Fund Passport” issue, with the general manager of Alfi, Camille Thommes. My senior research analyst Lise Carpenter … Continue reading

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Monaco Fund Forum International 2011 – Monday, distribution summit

The Monaco Fund Forum is the largest European asset management gathering and always a place to catch up with clients, prospects and friends. This year we are represented with a team of eleven in Monaco, including our chairman. I opened … Continue reading

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World Wealth Report 2011 – HNW Investment Trends: Metatrends, Asset Allocation and Bridges

Merrill Lynch and Capgemini this week published their annual World Wealth Report, a useful benchmark of HNW trends for over 20 years. It includes lots of nuggets and data touched on by us in our research – among the highlights … Continue reading

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Spotlight on Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

This week I published a new study on crossborder fund opportunities in Chilean pension funds, with one of our LatAm analysts, Marlon Valle. A few highlights from the study, “Spotlight on Chile“: – Cross-border pension fund opportunities in Chile: 70% … Continue reading

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CEO Masterclass Brazil 2008: PRODUCT DEVELOPMENT UNDER THE MICROSCOPE

Creating Value Added For The Retail Investor: Understanding The Repercussions Of Lowering Interest Rates, The Migration From Fixed Income Into Equity, And The Stability Of Capital Markets For Product Innovation And Asset Allocation Moderated by: Daniel Enskat, Head of Global … Continue reading

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