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Asset Manager's Guide 2021 Latam

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Asset Manager's Guide 2021 Latam ASSET MANAGER’S GUIDE 2021 LATAM FUNDS SOCIETY’S ASSET MANAGER’S GUIDE LATIN AMERICA DIRECTOR: Alicia Jimenez - [email protected] ADVERTISING OPPORTUNITIES: Elena Santiso - [email protected] SUBSCRIPTIONS: Luis Montenegro - [email protected] DIGITAL MARKETING: Madina Kurbanova - [email protected] MARKETING AND ADVERTISING: Elena Santiso - [email protected] Nazaret Mora - [email protected] DESIGN AND LAYOUT: El Sofá Verde PRINT: Gráfica Mosca FUNDS SOCIETY’S BOARD OF DIRECTORS Alicia Jimenez – Managing Partner Elena Santiso – Managing Parter – Business Development FUNDS SOCIETY is a trademark of KABE MAS LLC 1200 Brickell Avenue; 18th floor Miami, FL 33131 +1-786 429-0248 The contents and/or services provided by Funds Society are of a financial nature and are aimed specifically to the international or offshore financial industry professionals or experts, including information, opinion, charts, graphs and links to several financial media. Due to the number of sources from which information on Funds Society is obtained, there may be omissions or inaccuracies in such information. Funds Society may include facts, views, opinions and recommendations of individuals and organizations deemed of interest. Funds Society does not guarantee the accuracy, completeness or timeliness of, or otherwise endorse, these views, opinions or recommendations. The content of this guide is not intended for the retail investor or for the wealth management professional who’s clients are residents of the U.S. 2 ESTIMADO LECTOR, Un año después de que la pandemia irrumpiera en nuestras vidas me parece que todos podemos estar satisfechos del papel que está jugando de la industria financiera. Por vez primera en la historia de las últimas crisis, ni los mercados, ni los bancos, ni en general las instituciones financieras han sido parte del problema, sino que muy al contrario, están jugando un papel muy importante en el entramado de medidas que están colaborando a la solución de esta crisis. Además, este último año ha sido el detonante para que un cambio que venía fraguándose en la última década haya dado un salto adelante esperanzador. El mundo entero se ha volcado hacia la sostenibilidad, y muchos expertos coinciden en que la participación y el empuje de la industria financiera -y particularmente de los asset managers- ha sido clave para este avance, Desde Funds Society colaboramos al desarrollo de esta industria recopilando los datos de las principales firmas internacionales de asset management y publicándolos una vez al año. Esta es nuestra segunda edición para Latinoamérica, donde compilamos los datos de más de 60 administradoras de fondos con equipo en la región presentando los datos básicos de contacto de las personas que trabajan cada día para dar el mejor servicio a los compradores profesionales de fondos mutuos. Como todos saben, esta industria no para de moverse. Cada año hay nuevas fusiones y adquisiciones, así como constantes cambios en los equipos de desarrollo de negocio y servicio al cliente. Este año no ha sido una excepción, pero hemos tratado de mantener los datos lo más actualizados posibles a la fecha de la salida a imprenta de esta Guía. Pedimos su colaboración para subsanar posible errores u omisiones de cara a próximas ediciones. Siempre pueden contactarnos a través del correo electrónico [email protected] Además del listado general, hemos incluido información adicional de 10 administradoras de fondos que han querido compartir con ustedes sus propuestas de negocio de forma más detallada. Esperamos que esta información les resulte útil Un cordial saludo, Alicia Jiménez de la Riva Socia Fundadora y Managing Partner Funds Society 3 ASSET MANAGER’S GUIDE INDEX DWS 10 Muzinich & Co. 22 GAM 12 Natixis Investment Managers 24 Janus Henderson Investors 14 Pictet Asset Management 28 M&G Investments 18 Schroders 30 MFS 20 Thornburg IM 32 ABERDEEN STANDARD INVESTMENTS 6 AEGON ASSET MANAGEMENT BROWN ADVISORY LARRAINVIAL ASSET MANAGEMENT PINEBRIDGE INVESTMENTS 6 ALLIANCE BERNSTEIN 6 ALLIANZ GLOBAL INVESTORS 6 AMUNDI ASSET MANAGEMENT 6 AMUNDI ETF 6 AVIVA INVESTORS AMERICAS 7 AXA INVESTMENT MANAGERS 7 BLACKROCK 7 BNY MELLON INVESTMENT MANAGEMENT 7 BRANDES INVESTMENTS PARTNERS 7 CALAMOS INVESTMENTS 7 CANDRIAM INVESTORS GROUP 7 CAPITAL STRATEGIES PARTNERS 7 CAPITAL GROUP 7 CARMIGNAC 8 COLUMBIA THREADNEEDLE INVESTMENTS 8 CULLEN 8 DWS 8 DIMENSIONAL FUND ADVISORS 8 DOUBLELINE 8 EATON VANCE 8 FRANKLIN TEMPLETON INVESTMENTS 8 GAM 9 GOLDMAN SACHS 9 4 HSBC ASSET MANAGEMENT 9 JANUS HENDERSON INVESTORS 9 INVESCO 9 J.P. MORGAN ASSET MANAGEMENT 9 JUPITER ASSET MANAGEMENT 9 LA FINANCIERE DE L’ECHIQUIER 9 LA FRANÇAISE 16 LAZARD ASSET MANAGEMENT 16 LORD ABBETT 16 LYXOR ASSET MANAGEMENT 16 LYXOR ETF 16 MAN GROUP 16 MATTHEWS ASIA 16 M&G INVESTMENTS 16 MFS INTERNATIONAL 16 MIRABAUD ASSET MANAGEMENT 17 MORGAN STANLEY INVESTMENT MANAGEMENT 17 MUZINICH 17 NATIXIS INVESTMENT MANAGERS 17 NEUBERGER BERMAN 17 NEW CAPITAL 17 NINETY ONE 17 NN INVESTMENT PARTNERS 17 NORDEA 26 NUVEEN INVESTMENTS 26 PICTET ASSET MANAGEMENT 26 PIMCO 26 PINEBRIDGE INVESTMENTS 26 ROBECO 26 RWC PARTNERS 26 SCHRODERS 26 SEI 27 SURA INVESTMENT MANAGEMENT 27 THORNBURG INVESTMENT MANAGEMENT 27 VANGUARD 27 VIRTUS INVESTMENT PARTNERS 27 VONTOBEL 27 WELLINGTON 27 5 ASSET MANAGER’S GUIDE ABERDEEN STANDARD Miguel Rozensztroch INVESTMENTS Senior Managing Director - Head of N.A. 1395 Brickell Ave Suite 900 Institutions, South/Central America & NRC Miami, FL 33131 [email protected] Tel: +(1) 305 200 8699 Diana Quesada Mihanovich Vice President – Regional Manager Menno de Vreeze Argentina & Uruguay Head of Business Development [email protected] International Wealth Management - Ignacio Fuenzalida E Americas Director – Regional Manager Andes [email protected] [email protected] Antonio A Almirall Oscar Zarazua Business Development Manager Director Regional Manager Mexico Americas Distribution [email protected] [email protected] Damian Zamudio ALLIANZ GLOBAL INVESTORS Senior Business Development Manager Allianz Global Investors Distributors, LLC International Wealth Management 1221 Brickell Avenue. Suite 900 [email protected] Miami, Fl. 33131 AEGON ASSET MANAGEMENT Alberto D’Avenia BROWN ADVISORY Managing Director - Head of US NRB and LARRAINVIAL ASSET MANAGEMENT LatAm Retail PINEBRIDGE INVESTMENTS [email protected] 990 Biscayne Boulevard M: + (1) 786 877 7724 O-901. Miami FL, 33132 AMUNDI ASSET MANAGEMENT Sebastián Véliz Prolongación Bosques de Reforma 1813, [email protected] Int 1106. Lomas de Vista Hermosa, Tel: +1 786 843 0325 CDMX 05100 - México Thomas Johnston Tel: +5255 5351 1541 [email protected] Tel: +1 617 671 8609 Apoquindo 4001. Oficina 404 Santiago, Chile ALLIANCE BERNSTEIN Tel: +5622.3671666 Maipú 1210– Piso 8 CABA (1106), Argentina Gustavo Lozano Tel: +5411 4872 8251 Amundi Asset Management Mexico Country Head Isidora Goyenechea 3000, Floor 23, [email protected] Las Condes Silvia Fernández Santiago, Chile. 7550653 Head of Latin America Institutional Tel: +56 22 3644448 [email protected] Fuente Bella 3299, Piso 14 AMUNDI ETF Conjunto Residencial del Pedregal, Tlalpan Paseo de la Castellana, 1 CDMX, 14130, México 28046 Madrid, Spain Tel: +5255 91711106 Tel : +34 91 436 72 00 6 Juan San Pío Sasha Evers Head of Amundi ETF, Indexing & Smart Managing Director Iberia & Latin America Beta for Iberia and Latam [email protected] [email protected] Antonio Salvador N. Director AVIVA INVESTORS AMERICAS [email protected] St Helen’s, 1 Undershaft London BRANDES INVESTMENTS EC3P 3DQ PARTNERS *distributed by Capital Strategies en Brasil y Dublin Uruguay Tel : +35316182700 Charlie Jewkes Jorge Claveria Head of Global Financial Institutions & Business Development Latin America [email protected] [email protected] CALAMOS INVESTMENTS AXA INVESTMENT MANAGERS 2020 Calamos Court Zonamerica, Edif. @2. Office 303. Naperville IL 60563 Montevideo, Uruguay Tel: +1.773.255.0188. [email protected] *distributed by the AMCS Group Carlos Soriano Investment Consultant - International Andres Munhó [email protected] Co-Founder, Managing Partner - Colombia and Mexico CANDRIAM INVESTORS GROUP [email protected] 51 Madison Avenue Satiago Sacias New York, NY 10010 Managing Partner - Argentina, Brazil, Chile, Tel: +(1) 212 576 3382 Peru & Uruguay [email protected] Keith Dixson Alvaro Palenga Head of International Development Sales Associate [email protected] [email protected] CAPITAL STRATEGIES PARTNERS BLACKROCK Madrid 701 Brickell Avenue Tel: +(34) 620 55 72 42 Miami, FL 33131 Tel: +(1) 305 728 1189 Jorge Benguria Partner - US & Latam Jordie Olivella [email protected] Head of Offshore Sales [email protected] CAPITAL GROUP 333 S. Hope Street, 53rd Floor BNY MELLON INVESTMENT Los Angeles, CA 90071 MANAGEMENT New York Isidora Goyenechea 3365, oficina 1701, Tel: +(1) 646 265 9699 Las Condes, Santiago, Chile Miami Tel: +(1) 305 202 2913 7 ASSET MANAGER’S GUIDE Jameel Jiwani DWS Wealth Management Consultant - Northeast 875 3rd Ave. 26th floor [email protected] New York, NY 10022 T: +1 (646) 265-9699 Tel: +(1) 212 454 0285 Luis Arocha Wealth Management Consultant - Jesús Martín del Burgo Southeast and Uruguay Head of Latin America Coverage [email protected] [email protected]
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