FlexFunds, in collaboration with Funds Society, releases the third edition of the Annual Report of the Asset Securitization Sector — a study that has become a benchmark in the industry for understanding the dynamics and transformations faced by asset management in an increasingly complex global environment.
As the main innovation this year, FlexFunds introduces the IRISK Index — a pioneering indicator that quantitatively measures both the perception of risk and the ability to manage it among the managers that make up the investment ecosystem. It helps to comprehensively understand how macroeconomic, regulatory, technological, and sustainability risks interact within an increasingly complex context. You can download the full report here.
The report, based on the insights of over 100 managers from Latin America, the US, and Europe, offers a clear and detailed snapshot of the sector. Among its key findings:
- Main challenges in raising capital: identifies the most relevant regulatory, structural, and operational barriers, providing cases and examples that can help guide distribution strategies.
- Trends in collective investment vehicles: analyzes the growing preference for ETPs and ETFs over traditional models such as SMAs (Separately Managed Accounts), with comparisons that highlight the competitive advantages of each approach.
- Renewed focus on alternative assets: the pursuit of diversification and protection against volatility has driven greater interest in assets such as private equity, infrastructure, real estate, and thematic funds related to AI or the energy transition.
- Practical relevance: provides actionable insights for the structuring, management, and marketing of investment vehicles.
With strong Latin American participation and the endorsement of professionals managing institutional portfolios exceeding 200 million dollars, the report offers a rigorous and strategic approach to the structural changes that will shape asset management over the next 12 months.
“The findings of this report and FlexFunds’ IRISK Index provide the industry with a compass in times of uncertainty — where flexibility, innovation, and global vision become essential pillars,” said Emilio Veiga Gil, EVP of FlexFunds.
“The report offers a detailed and reliable view of a key segment within the asset and wealth management industry, helping to understand which vehicles Latin American professional investors prefer and what their main interests and concerns are when investing,” commented Alicia Jiménez de la Riva, CEO of Funds Society.
The III Annual Report of the Asset Securitization Sector, developed by FlexFunds in partnership with Funds Society, is now available. Download it here and access the findings that are shaping the future of the asset management industry.
