Latin American Distribution Dynamics 2021
Charting the Future for Latin American Retail and Institutional Asset Gathering
Inform Strategic Expansion
- Focus on post-COVID-19 distribution opportunities in the Latam Onshore and Offshore markets
- Assess the long-term growth prospects for firms distributing to Latin pension managers
- Discover distribution approaches to the Brazilian market
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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 the expansion of opportunities for global mutual fund managers and ETF providers seeking to distribute in the Latin American institutional and affluent retail segments.
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A Note from the Author
Retail Investors in Latin America Flock to the U.S. Offshore Market
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.
Opportunities have re-emerged in the U.S. offshore market, which had been in a steady decline through the 2010s. At $150 billion, the U.S. offshore market has soared as affluent Latin Americans move assets out of their home countries due to pandemic-induced policies, the crippled state of regional economies, and low yields on local fixed-income bonds. Given this panorama, the U.S. offshore market has come back into vogue as a desirable safe haven for wealth preservation.
Winning product categories
In early 2021, fund categories that stood out were flexible bond funds investing in various debt instruments, such as high-yield and emerging markets bonds, as well as short-duration and global currency bonds. The next biggest draw for U.S. offshore clients was thematic and sector-oriented equity funds, followed by Asian equity funds and European equity funds. Environmental, social, governance (ESG) interest is also gaining steam.
For asset managers seeking guidance on Latin American entry and expansion, our latest report, Latin American Distribution Dynamics 2021: Charting the Future for Latin American Retail and Institutional Asset Gathering, details bright spots of opportunity—the Brazilian onshore market, the Mexican Afore pension market, and the growth in the U.S. offshore market. Learn more.
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