Latin American Distribution Dynamics 2020
Emerging Opportunities in Uncertain Times
Inform Strategic Expansion
- Review comprehensive sizing of the Latin American asset management market
- Receive guidance on the major issues impacting asset gathering in Latin American retail and institutional markets
- Understand the state of the pension landscape in the Andean region and identify points of opportunity
- Assess the asset management market in Mexico, with a look into its pension fund business, cross-border products, and the market struggles due to COVID-19
- Gain detailed insight into asset-gathering opportunities and the economic outlook in Brazil
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Summary
Gain in-depth analysis on six Latin American countries with the largest addressable asset management markets—Argentina, Brazil, Chile, Colombia, Mexico, and Peru—focusing on both mutual funds and local pension funds. Explore Andean pension trends, the Mexican asset management landscape, and Brazil as an asset-gathering hotspot.
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A Note from the Author
What Will Be the Medium- to Long-Term Demand for Cross-Border Products from Latin American Pension Systems?
Thomas V. Ciampi
Founder and Director of Latin Asset Management
Bio →
Thomas V. Ciampi
Founder and Director of Latin Asset Management
Thomas V. Ciampi is the founder and director of Latin Asset Management, with whom Cerulli Associates has a strategic relationship for coverage of the Latin American asset management marketplace.
Full biography here.
Given the economic slowdown due to the pandemic and governmental decisions to allow pension affiliates to raid their personal accounts to pay their bills and buy food, as well as sharp drops in valuations of Latin currencies, we forecast a loss in AUM in 2020 of roughly 8% in U.S. dollar terms.
The big question is what will happen after 2020? Provided that a second wave of Coronavirus doesn’t continue to stifle economic activity, the private pension fund industries of Latin America (Chile, Mexico, Colombia, and Peru), and the Brazilian corporate and individual retirement markets, should see strong growth.
In terms of cross-border allocations, our report also finds that cross-border allocations should outpace growth of the sector overall, experiencing average annual gains on the order of 12%-13%, compared to 8% for domestic vehicles—cross-border investment by pension managers is estimated to increase to USD 289 billion by 2024.
Where are the opportunities and how should managers partner with pension funds to win mandates? This report answers this question and more. Connect with us for more information.
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