ASSET MANAGER’S GUIDE 2020 FUNDS SOCIETY’S ASSET MANAGER’S GUIDE U.S. NRI DIRECTOR: Alicia Jimenez – [email protected] ADVERTISING OPPORTUNITIES: Elena Santiso – [email protected] SUBSCRIPTIONS: Luis Montenegro – [email protected] DESIGN AND LAYOUT: El Sofá Verde PRINT: Bellak Color 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 DEAR READER, Funds Society is presenting the fourth edition of its Asset Mana- ger’s Guide NRI, a comprehensive list of asset management firms providing UCITS investment solutions to investment professionals in the wealth management non resident industry. It is not until we started the process of putting together this guide that we realized that the movement of sales professionals from one firm to another never stops. We think this, together with the growing number of asset managers establishing offshore teams in the U.S. reflects the good health of the NRI market. To help you keep track of all these changes we have put together a thorough list of almost 60 international asset management firms who do bu- siness in the NRI market through their UCITS range of products, and their contacts. We are also presenting additional information from 17 of these firms stating their business proposal for the Americas region. We truly hope this guide is a useful tool for all of you. Best Wishes, Alicia Jimenez Founding Partner, Director Funds Society 3 ASSET MANAGER’S GUIDE INDEX Aberdeen Standard Investments 8 Merian Global Investors 28 Allianz Global Investors 10 MFS 30 BlackRock 12 Morgan Stanley IM 34 Capital Group 14 Muzinich & Co 36 Franklin Templeton 18 Natixis Investment Managers 38 GAM 20 RWC Partners 42 Invesco 22 Thornburg IM 44 Janus Henderson Investors 24 Vontobel 46 ABERDEEN STANDARD INVESTMENTS 6 ALLIANCE BERNSTEIN 6 ALLIANZ GLOBAL INVESTORS 6 AMUNDI PIONEER 6 AXA INVESTMENT MANAGERS 6 BLACKROCK 6 BNY MELLON IM 6 BRANDES INVESTMENTS PARTNERS 7 CALAMOS INVESTMENTS 7 CANDRIAM INVESTORS GROUP 7 CAPITAL STRATEGIES 7 CAPITAL GROUP 7 CARMIGNAC 7 COLUMBIA THREADNEEDLE 7 CULLEN 16 DIMENSIONAL FUND ADVISORS 16 DOUBLELINE 16 DWS 16 EATON VANCE 16 FRANKLIN TEMPLETON 16 GAM 16 GOLDMAN SACHS 16 4 HSBC ASSET MANAGEMENT 16 INVESCO 17 INVESTEC ASSET MANAGEMENT 17 JANUS HENDERSON INVESTORS 17 J.P. MORGAN ASSET MANAGEMENT 17 JUPITER ASSET MANAGEMENT 17 LA FRANÇAISE 17 LARRAINVIAL ASSET MANAGEMENT 17 LAZARD ASSET MANAGEMENT 17 LEGG MASON GLOBAL ASSET MANAGEMENT 26 LORD ABBETT 26 MAN GROUP 26 MATTHEWS ASIA 26 MERIAN GLOBAL INVESTORS 26 MFS INTERNATIONAL 26 M&G INVESTMENTS 26 MORGAN STANLEY INVESTMENT MANAGEMENT 26 MUZINICH 27 NATIXIS INVESTMENT MANAGERS 27 NEUBERGER BERMAN 27 NN INVESTMENT PARTNERS 27 NUVEEN INVESTMENTS 27 PICTET ASSET MANAGEMENT 27 PIMCO 27 PINEBRIDGE INVESTMENTS 27 ROBECO 40 RWC PARTNERS 40 SCHRODERS 40 SEI 40 THORNBURG INVESTMENT MANAGEMENT 40 VANGUARD 40 VIRTUS INVESTMENT PARTNERS 40 VONTOBEL 40 5 ASSET MANAGER’S GUIDE ABERDEEN STANDARD Alberto D’Avenia INVESTMENTS Managing Director - Head of US NRB and 1395 Brickell Ave Suite 900 LatAm Retail Miami, FL 33131 [email protected] Tel: +(1) 305 607 3238 AMUNDI PIONEER 712 Fifth Avenue 1111 Brickell Avenue 51st Floor Suite 1500 New York, NY 10019 Miami, FL 33131 Tel: +(1) 212 776 9078 Tel : +(1) 305 982 1553 Menno de Vreeze Laura Palmer Head of Business Development (Miami) Head of U.S. Intermediary and International Wealth Management - Offshore Distribution Americas [email protected] [email protected] Thomas G. Johnston Antonio Almirall Regional Director, Sales Manager Business Development Manager (Miami) for Miami Office International Wealth Management - Miami [email protected] and LATAM [email protected] AXA INVESTMENT MANAGERS Damian Zamudio 100 West Putnam Ave Senior Business Development Manager (NYC) 4th Floor International Wealth Management Miami, Greenwich, CT 06830 USA New York, Texas and California Tel: +(1) 203 983 4273 [email protected] Rafael Tovar ALLIANCE BERNSTEIN Director, US Offshore Distribution 701 Brickell Avenue [email protected] Suite 2240 Miami, FL 33131 BLACKROCK Tel: +(1) 305 530 6265 Park Avenue Plaza 55 East 52nd Street Miguel Rozensztroch New York, NY 10055 Senior Managing Director - Head of N.A. Tel: +(1) 305 728 1189 Institutions, South/Central America & NRC [email protected] Jordie Olivella Darren Luckfield Head of Offshore Wealth Field Sales Team Managing Director - NRC Division [email protected] [email protected] BNY MELLON INVESTMENT ALLIANZ GLOBAL INVESTORS MANAGEMENT Allianz Global Investors Distributors, LLC Jose Abascal 45 1221 Brickell Avenue Madrid 28003 Suite 900 Tel: +(34) 91 744 5800 Miami, Fl. 33131 Tel: +(1) 305 347 5165 *Distributed by Unicorn Strategic Partners 6 Sasha Evers CAPITAL GROUP Managing Director Iberia & Latin America New York [email protected] Tel: +(1) 646 265 9699 David Ayastuy Miami Manging Partner Tel: +(1) 305 202 2913 [email protected] Michael J. Kearns Jameel Jiwani Head of US Offshore Distribution Regional Vice President - Offshore New [email protected] York, Texas and California [email protected] BRANDES INVESTMENTS PARTNERS Luis Arocha Madrid Regional Vice President - Miami Tel : +(34) 91 622 60 37 and Uruguay [email protected] Jorge Claveria Business Development CARMIGNAC [email protected] 1441 Brickell Avenue Suite 1520 CALAMOS INVESTMENTS Miami, FL 33149 2020 Calamos Court Tel: +(1) 786 814 5970 Naperville IL 60563 Tel: +(1) 630.955.4899 x 3941 Charlotte Samson Head of US Offshore & Latam Carlos Soriano [email protected] Investment Consultant - International David O’Suilleabhain [email protected] Business Development Manager [email protected] CANDRIAM INVESTORS GROUP Peter Stockall 51 Madison Avenue Business Development Manager New York, NY 10010 [email protected] Tel: +(1) 212 576 3382 COLUMBIA Keith Dixson THREADNEEDLE Head of International Development Madrid [email protected] Tel: +(34) 911 873 102 CAPITAL STRATEGIES Rubén García Madrid Head of Iberia & Latam Tel: +(34) 620 55 72 42 Distribution ruben.garcia@ Jorge Benguria columbiathreadneedle.com Partner - US & Latam Advisor [email protected] 7 COMPANY INFORMATION Miami Office: Aberdeen Standard Investments Quest Workspaces, 1395 Brickell Avenue, Suite 900, Miami, FL 33131 Telephone +1 305 200 8699 Web aberdeenstandard.com/en-us/us/international-wealth-mgt Chief Executive Officer Keith Skeoch Chairman of Standard Life Aberdeen Douglas Flint Assets Under Management Client relationships offices Clients across 669.1 US$ bn 48 80 Countries Investment professionals Strategic partners 1,000+ in the UK, Japan, India, US,Canada, China and Australia Data as 30 June 2019 ABOUT US OUR HERITAGE The Aberdeen Standard Aberdeen Standard Our heritage dates back Investments brand was Investments is a leading nearly two centuries. created in connection with global asset manager, Standard Life was founded in the merger of Aberdeen dedicated to creating long- 1825 and has grown through Asset Management Plc term value for our clients, innovation and diversification. and Standard Life Plc on as their investment needs In 1998, Standard Life 14 August 2017 to form are at the centre of all we Investments launched as a Standard Life Aberdeen Plc. do. To achieve this, we offer separate company, rapidly The company’s headquarters a comprehensive range of becoming a leading global are in Scotland and it is investment capabilities, asset manager. Aberdeen listed on the London Stock as well as the very highest Asset Management was Exchange. Aberdeen level of service and formed in 1983 and has grown Standard Investments support. from a pioneer investor in recently celebrated its Asian and emerging markets 20th Anniversary in the into a full-service investment Latin American Institutional house. Business. Important information. Past performance is not an indication of future results. Not for U.S. Investors. The above is for informational purposes only and should not be considered as an offer, or solicitation, to deal in any of the investments mentioned herein. Aberdeen Standard Investments (ASI) does not warrant the accuracy, ade- quacy or completeness of the information and materials contained in this document and expressly disclaims liability for errors or omissions in such information and materials. Some of the information in this document may contain