Tag Archives: aum

McKinsey Discusses North American Asset Management AUM and Challenges Ahead

McKinsey in its latest industry study, “Beyond the Rubicon: Asset Managment in an era of unrelenting change”, discusses structural transitions, macroeconomics, and further growth ahead. Read the full study McKinsey: Beyond the Rubicon. The 34-page report discusses five strategic questions: … Continue reading

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LatAm keynote and client meetings: 2013 trends for Brazil and Latin America

Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading

Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Where is the industry going to grow? US/Europe vs Asia/Latam

Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading

Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Interviewing Dr. Mark Mobius in Monaco 2012: The Changing Perception of Emerging Markets

Posted in asia, Brand, Brazil, consulting, Enskat, LatAm, Middle East, money, pension funds, private banking, professional fund buyers, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Strategic Insight Spotlight on Brazil: Equities, Brazil and Emerging Market Bridges

I recently published a new research piece, “Equities, Brazil and Emerging Market Bridges”. Below is the discussion of the results with my LatAm analyst, Marlon Valle.

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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

Posted in asia, Brand, Brazil, Chile, China, consulting, distribution, institutions, LatAm, Latin America, pension funds, professional fund buyers | Tagged , , , , , , , , , , , , , , , | Leave a comment

Pimco iPad app – proactive information delivery

As I wrote recently in my post on “content, speed & style of the message”, I guess once Pimco saw that parent Allianz delivered the annual report in a stylish iPad app, the firm had to follow suit and show … Continue reading

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