2019 has been a challenging year where our readers’ focus has been on how to better manage and diversify portfolios. This shows in the most read stories of the year, which have a tilt towards alternative investments and benchmarking. Our top 5 is comprised of:
The CERPI Boom in Mexico Should Continue in 2019 | This column by Arturo Hanono talks about a considerably new investment vehicle that allows global companies to co-invest along with the Mexican Pension Funds. It was published in February and took January’s numbers into consideration to present a rosy outlook for the asset class. Uncertainty in the country made both the amount of issues and the money invested to drop considerably this year, however CERPIs did outnumber CKDs, which was the author’s point in the most read piece of 2019.
We Currently Have a Robust M&A Market | This column by Michael Gabelli, from Gabelli Funds, also presented a positive outlook for 2019. It focused on specific deals and potential deals for the year.
The Mexican Pension Association Authorizes 42 International Mutual Funds for Afores To Choose From | This piece from Funds Society gave out the preliminary asset manager list of which the Mexican Pension Funds would be able to choose its international mutual funds. It included comments from representatives of AXA IM, Franklin Templeton, Vanguard and Amundi.
Funds Society Presents its 2019 Asset Manager’s Guide NRI | The news about the release of our Asset Manager’s Guide NRI, a comprehensive list of asset management firms providing UCITS investment solutions to investment professionals in the wealth management non resident industry, was a very popular piece. It presents information on almost 60 international asset management firms who do business in the NRI market through their UCITS range of products, and their contacts.
RIA Leaders Are Becoming Younger, Average Age Goes From 52 to 49 | A piece about research from TD Ameritrade Institutional which finds the leadership of registered investment advisor firms is passing the torch from the Baby Boomer to Gen X. The report found that the advisory community as a whole is getting younger, reversing a graying trend that had many advisors worried about the sustainability of the industry.