Latin American Distribution Dynamics 2024
Keeping Cross-Border Funds Competitive amid Investor Demand for High Yields and Alternatives
Inform Strategic Expansion
- Review the revitalization of the offshore wealth management business for Latin American individuals in light of unstable local economies and political upheaval
- Assess the long-term growth prospects for firms distributing to Latin pension managers
- Discover distribution approaches to the Brazilian market
Buy Now
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.
A Note from the Author
Latin America Opens Its Doors to Alternative Investments
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.
There is a rising interest and demand for alternatives across Latin America and in the U.S. offshore market. Wealthy individuals and family offices from Latin America poured $1 billion into alternatives in 2023, a figure that we expect will double in 2024. Pension systems in the Andes and Mexico held more than $71 billion in alternatives, a sharp increase when compared to the $46 billion in 2020.
Factors driving demand:
1. Alternative Platform Access: Alternative platforms create more opportunity for alternative providers to place novel products and strategies to intermediaries, including private banks, family offices, and boutique advisories. These platforms take the legwork out of the due diligence and research processes for wealth managers and aim to provide end-investors with greater liquidity and redemption options as well as lower minimum investments. Importantly, they also make it easier for financial advisors who are plugged in to collect trail commissions on alternative investments.
For more information on the growing adoption of alternative investments as well as other distribution and product development trends taking place in the major markets of Latin America, access our report, The Cerulli Report—Latin American Distribution Dynamics 2024: Keeping Cross-Border Funds Competitive amid Investor Demand for High Yields and Alternatives.
Contact Us
Want more information?
Learn more about this report and related Cerulli research.
Contact Us
Included with Purchase
Methodology
Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. Each report is designed to be an expert-level sourcebook for strategic guidance. For more on our research process, click here.
Executive Summary
Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.
Interactive Report Dashboard
Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.
Analyst Support
Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends. Let our experts guide you and your team through the material that matters most with their deep knowledge and perspective of the subjects they cover.
Data Behind the Report
Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.
Digital Access
Access your reports digitally anytime, anywhere, on any device through our client portal.
You May Also be Interested in:
- Annual report
- The Cerulli Edge
Custom Research & Strategic Consulting
Cerulli for Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.