RADAR LATAM

A quarterly report that responds to the market-intelligence needs of global asset managers doing business in the US Offshore, Latam Offshore and Latin American Institutional markets.

RADAR LATAM keeps global fund and ETF sponsors firms up to date on issues impacting the distribution of cross-border products in addressable Latin American markets.

RADAR LATAM tracks cross-border-product penetration with quarterly flow and AUM data from Latin Asset Management (institutional) and Broadridge Financial (retail).

Editorial coverage is based on consensus views of senior industry professionals who share their insights as part of the Latin America Cross-Border Fund Alliance.

Learn more…

  • RADAR LATAM is the first editorial product to provide an ongoing look at asset flows from the notoriously opaque Latin American wealth segment.

  • Using data from Strategic Insight’s consortium of 44 global managers, we are able to pinpoint retail asset-gathering activity in US booking centers and Latin American capitals.

  • Latin Asset Management maintains the most extensive database of Latin American institutions’ cross-border holdings, allowing global firms to track asset-allocation shifts.

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News and Trends from the 3Q 2023 Edition

  • Wealthy Latin American and Asian investors are bypassing active mutual funds
  • Double-digit yields in many Latin American countries offer a strong incentive to invest in-region
  • Asset managers anticipate quite a lot of change for the business in years ahead

Latin America Cross-Border Fund Alliance

Each issue of RADAR LATAM incorporates the views and analysis of a select, hand-picked group of global firms with a large and/or growing business in across the Latin American market. This group, known as the Latin America Cross-Border Fund Alliance, was formed by Latin Asset Management to complement its own proprietary research, and assure our clients that our analysis is built around a broad spectrum of viewpoints of industry experts.

Latin America Cross-Border Fund Alliance members agree to share their views on a regular basis with Latin Asset Management, participating in quarterly conference calls that focus on key trends and developments around the region.

Alliance members

 

The AMCS Group

AllianceBernstein

Amundi Asset Management

AXA Investment Managers

Fidelity Investments

Franklin Templeton

JP Morgan Asset Management

MFS Investment Management

Ninety One

Schroder Investment Management

Fund providers that make up the Latin America Cross-Border Fund Alliance are invited to participate based on:

Their long track record...

and deep roots as fund distributors in principal Latin American asset-gathering centers.

Their familiarity...

with evolving regulatory controls, anti-bank-secrecy measures, tax amnesties and repatriations.

Their inside knowledge...

of the evolving distribution landscape in the US Offshore, Latam Offshore and Latam Institutional markets.

Their unique perspective...

on current product demand within the Latin American fund-selector community.

Purchase information

PRICING DETAILS
Annual Subscription:

$19,500 USD

4 quarterly reports per year
(approximately 40-50 pp. each)

PUBLISH DATES:

  • February/March (4Q databank)
  • May/June (1Q databank)
  • August/September (2Q databank)
  • November/December (3Q databank)

PURCHASE INCLUDES

  • Retail and institutional fund flows
  • Digital copy (PDF)
  • Unlimited firm-wide access
  • Invitation to annual webinar

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About us

Thomas V. Ciampi is the founder and director of Latin Asset Management and the website Fund Pro Latin America, which provide global asset managers with vital insights and analysis on the onshore and offshore markets of Latin America.

Since 2001, Latin Asset Management has tracked the growth of the asset management business in major retail and institutional markets, including US Offshore, Latam Offshore and Latam Institutional segments. Local analysts based in Mexico City, Santiago, Sao Paulo and Buenos Aires have long-established relationships with local and global mutual-fund firms, local institutional investors, wealth managers and regulators. Its research is relied upon by nearly all global asset managers doing business in the Latin American market.

Fund Pro Latin America

Highly regarded website featuring news, analysis and detailed monthly quantitative updates from Latin Asset Management on penetration of cross-border instruments in Latin portfolios.

Third-Party Partnerships

Latin Asset Management shares its insights and data with globally recognized research firms, such as Cerulli Associates, Strategic Insight and others.

Custom Consulting

The world’s largest fund and ETF sponsors routinely contract Latin Asset Management for market-entry strategies, market-sizing forecasts, client surveys, brand studies, etc.

In-Country Seminars

Latin Asset Management organizes annual events around the region, bringing together local fund and ETF buyers and global managers. Platinum Performance Awards are presented to local portfolio teams at these events.