ASSET MANAGER'S GUIDE 2021 - Funds Society
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ASSET MANAGER’S GUIDE 2021
FUNDS SOCIETY’S ASSET MANAGER’S GUIDE U.S. NRI
DIRECTOR: Alicia Jimenez - alicia.jimenez@fundssociety.com
ADVERTISING OPPORTUNITIES: Elena Santiso - elena.santiso@fundssociety.com
SUBSCRIPTIONS: Luis Montenegro - luis.montenegro@fundssociety.com
DIGITAL MARKETING: Madina Kurbanova - madina.kurbanova@fundssociety.com
MARKETING AND ADVERTISING:
Elena Santiso - elena.santiso@fundssociety.com
Nazaret Mora - nazaret.mora@fundssociety.com
DESIGN AND LAYOUT: El Sofá Verde
PRINT: Bellak Color
FUNDS SOCIETY’S BOARD OF DIRECTORS
Alicia Jimenez – Managing Partner
Elena Santiso – Managing Parter – Business Development
FUNDS SOCIETY is a trademark of KABE MAS LLC
1200 Brickell Avenue; 18th floor
Miami, FL 33131
+1-786 429-0248
The contents and/or services provided by Funds Society are of a financial nature and are aimed
specifically to the international or offshore financial industry professionals or experts, including
information, opinion, charts, graphs and links to several financial media. Due to the number of sources
from which information on Funds Society is obtained, there may be omissions or inaccuracies in such
information. Funds Society may include facts, views, opinions and recommendations of individuals and
organizations deemed of interest. Funds Society does not guarantee the accuracy, completeness or
timeliness of, or otherwise endorse, these views, opinions or recommendations. The content of this
guide is not intended for the retail investor or for the wealth management professional who’s clients
are residents of the U.S.
2
DEAR READER,
As we turn the page towards 2021, leaving behind the most disruptive year
for our generation, it is with great pleasure that from Funds Society we
can contribute to some normalcy presenting the fifth edition 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.
For once in recent history, neither the financial sector nor the markets have
been the source of this crisis. On the contrary, banks and investment firms
have been part of the solution. 2020 brought important mergers in the asset
management industry, but so did the previous year and the one before.
The relevance of having local business development teams in a year when
traveling has been nearly impossible has probably accelerated new deals
with distributors that are gaining weight in the industry. Technology has
helped us do the rest, and between zoom meetings and virtual summits,
asset management firms have been able to conduct business in an ‘almost
normal’ fashion. It is also necessary to point out another trend that has been
identified recently by a survey conducted by CFA Institute as one of the
most important for the coming decade: Sustainable Investing. We are finally
investing the way we live, hoping to make this world a better place for the
generations to come, while producing at the same time healthy returns for
our clients. And the good news is that each day this is more a demand-driven
trend, and less a regulatory imposition.
To help you map the asset management NRI market we list almost 58
international asset management firms who do business in the NRI market
through their UCITS range of products, and their contacts.
We are also presenting additional information from 17 of these firms stating
their business proposal for the Americas region.
We truly hope this guide is a useful tool for all of you, but above all, we hope
we can see you all in person soon.
Best Wishes,
Alicia Jimenez
Founding Partner, Director
Funds Society
3
ASSET MANAGER’S GUIDE
INDEX
Capital Group 8 Natixis Investment Managers 30
Franklin Templeton 12 New Capital by EFG AM 32
GAM 14 Ninety One 34
Janus Henderson Investors 16 Pictet Asset Management 36
Matthews Asia 18 RWC Partners 38
MFS 20 Schroders 40
M&G Investments 24 Thornburg IM 44
Morgan Stanley IM 26 Vontobel 46
Muzinich & Co. 28
AMUNDI PIONEER 6
AVIVA INVESTORS AMERICAS 6
AXA INVESTMENT MANAGERS 6
BLACKROCK 6
BNY MELLON INVESTMENT MANAGEMENT 6
BRANDES INVESTMENTS PARTNERS 6
CALAMOS INVESTMENTS 6
CANDRIAM INVESTORS GROUP 6
CAPITAL STRATEGIES PARTNERS A.V 7
CAPITAL GROUP 7
CARMIGNAC 7
COLUMBIA THREADNEEDLE INVESTMENTS 7
CULLEN 7
DIMENSIONAL FUND ADVISORS 7
DOUBLELINE 7
DWS 10
EATON VANCE 10
FRANKLIN TEMPLETON 10
GAM 10
GOLDMAN SACHS 10
HSBC ASSET MANAGEMENT 10
IM GLOBAL PARTNERS 10
4
INVESCO 10
JANUS HENDERSON INVESTORS 10
J.P. MORGAN ASSET MANAGEMENT 10
JUPITER ASSET MANAGEMENT 11
LA FRANÇAISE 11
LARRAINVIAL ASSET MANAGEMENT 11
LAZARD ASSET MANAGEMENT 11
LORD ABBETT 11
MAN GROUP 11
MATTHEWS ASIA 11
MFS INTERNATIONAL 11
M&G INVESTMENTS 22
MORGAN STANLEY INVESTMENT MANAGEMENT 22
MUZINICH 22
NATIXIS INVESTMENT MANAGERS 22
NEUBERGER BERMAN 22
NEW CAPITAL BY EFG ASSET MANAGEMENT 22
NINETY ONE 22
NN INVESTMENT PARTNERS 23
NUVEEN INVESTMENTS 23
PICTET ASSET MANAGEMENT 23
PIMCO 23
PINEBRIDGE INVESTMENTS 23
ROBECO 23
RWC PARTNERS 23
SCHRODERS 23
SEI 42
THE AMCS GROUP 42
THORNBURG INVESTMENT MANAGEMENT 42
VANGUARD 42
VIRTUS INVESTMENT PARTNERS 42
VONTOBEL 42
WELLINGTON 42
5ASSET MANAGER’S GUIDE
AMUNDI PIONEER BNY MELLON INVESTMENT
1111 Brickell Avenue MANAGEMENT
Suite 1500 Jose Abascal 45
Miami, FL 33131 Madrid 28003
Tel : +(1) 305 982 1553 Tel: +(34) 91 744 5800
*distributed by Unicorn Strategic Partners
Laura Palmer
Head of U.S. Intermediary and Offshore Sasha Evers
Distribution Managing Director Iberia & Latin America
Laura.Palmer@AmundiPioneer.com sasha.evers@bnymellon.com
Nuno Loureiro David Ayastuy
U.S. Offshore Regional Vice President Manging Partner
Nuno.Loureiro@AmundiPioneer.com david.ayastuy@unicornsp.com
Michael J. Kearns
AVIVA INVESTORS AMERICAS Head of US Offshore Distribution
St Helen’s, 1 Undershaft mike.kearns@unicornsp.com
London Milagros Silva
EC3P 3DQ Sales Manager
Milagros.silva@unicornsp.con
James Houston
Client Services Manager BRANDES INVESTMENTS
James.Houston@avivainvestors.com PARTNERS
Maria Cassisi Dublin
Head of Relationship Management, Tel : +35316182700
Americas
Maria.Cassisi@avivainvestors.com Jorge Claveria
Business Development
AXA INVESTMENT MANAGERS jorge.claveria@brandes.com
100 West Putnam Ave
4th Floor CALAMOS INVESTMENTS
Greenwich, CT 06830 USA 2020 Calamos Court
Tel: +(1) 203 983 4273 Naperville IL 60563
Tel: +1 773 255 0188
Rafael Tovar
Director, US Offshore Distribution Carlos Soriano
rafael.tovar@axa-im.com Investment Consultant - International
csoriano@calamos.com
BLACKROCK
Park Avenue Plaza CANDRIAM INVESTORS GROUP
55 East 52nd Street 51 Madison Avenue
New York, NY 10055 New York, NY 10010
Tel: +(1) 305 728 1189 Tel: +(1) 212 576 3382
Jordie Olivella Keith Dixson
Head of Offshore Wealth Field Sales Team Head of International Development
Jordie.Olivella@blackrock.com keith.dixson@candriam.com
6CAPITAL STRATEGIES COLUMBIA THREADNEEDLE
PARTNERS A.V INVESTMENTS
Madrid Madrid
Tel: +(34) 620 55 72 42 Tel: +(34) 911 873 102
Jorge Benguria Rubén García
Partner - US & Latam Advisor Head of Iberia & Latam Distribution
jbenguria@capitalstrategies.es Ruben.Garcia@columbiathreadneedle.com
CAPITAL GROUP CULLEN
333 S. Hope Street, 53rd Floor 645 Fifth Avenue
Los Angeles, CA 90071 Suite 700
New York New York, NY 10022
Tel: +(1) 646 265 9699 Tel: +(1) 212 644 1800
Miami
Tel: +(1) 305 202 2913 Andrew Prescott
aprescott@schafer-cullen.com
Jameel Jiwani Tel: +(1) 305-798-7979
Regional Vice President - Northeast Mitchell Rind
jameel.jiwani@capgroup.com mrind@schafer-cullen.com
Luis Arocha Tel: +(1) 631 807 6428
Regional Vice President - Southeast
and Uruguay DIMENSIONAL FUND ADVISORS
Luis.Arocha@capitalgroup.com Palisades West, 6300 Bee Cave Road
Paulino Medina Building One
Regional Vice President- Texas Austin, TX 78746
& West Coast Tel: +(1) 512 306 5917
Paulino.Medina@capgroup.com
Javier Arriagada
CARMIGNAC Regional Director - Latin America & Offshore
Paseo Eduardo Dato 18 javier.arriagada@dimensional.com
3ro
28010 Madrid DOUBLELINE
Tel: +(1) 786 590 9025 333 South Grand Avenue
Tel: + (34) 610 710 573 18th Floor
Los Angeles, CA USA
Charlotte Samson Tel: +(1) 646 675 3042
Director Business Development US
Offshore & Latam Joel Peña
Charlotte.samson@carmignac.com US Offshore, Canada & Latin America
Sara Lublanis Joel.Pena@DoubleLine.com
Client Relationship Manager US Offshore
& Latam
Sara.lublanis@carmignac.com
7COMPANY INFORMATION
Headquarters
Capital Group
333 S. Hope Street, Los Angeles CA 90071
Website capitalgroup.com/offshore
CAPITAL GROUP HAS BEEN FOCUSED ON SEEKING BETTER OUTCOMES FOR
INVESTORS FOR NEARLY 90 YEARS.
Helping investors succeed Capital Group has 12 invest- We’re pleased to offer a range
has helped us grow. ment and research offices of investment strategies
Today, we’re one of the around the world. Our glob- to meet the needs of your
world’s largest investment ally integrated, fundamental offshore clients.
management organizations, research powers our ability to
managing US$2 trillion. identify investment opportu- Discover more at
nities and risks. capitalgroup.com/offshore
Our global research provides proprietary insights
429 103 228
Investment Portfolio Investment
professionals managers analysts
159 45 54
Investment Languages Countries
professionals spoken of origin
based outside
the U.S.
As of June 30, 2020.
8ASSET MANAGER’S GUIDE
Connect with our dedicated U.S. Offshore Team
We look forward to partnering with you to find the right solutions for your clients
Southeast & Uruguay Northeast Texas & West Coast
Luis Arocha Jameel Jiwani Paulino Medina
Regional Vice President Regional Vice President Regional Vice President
+1 (305) 202-2913 +1 (646) 265-9699 +1 (832) 886-7255
Luis.Arocha@capgroup.com Jameel.Jiwani@capgroup.com Paulino.Medina@capgroup.com
Southeast & Uruguay Northeast, Texas & West Coast
Eddie Rascon, CFP®, CIMA® Ben Ehrlich
U.S. Offshore Portfolio Advisory Resource Specialist
Consultant +1 (212) 641-1707
+1 (210) 474-2183 Ben.Ehrlich@capgroup.com
Eddie.Rascon@capgroup.com
The Capital Group companies manage equities through three investment divisions that make investment
and proxy voting decisions independently. Fixed income investment professionals provide fixed income
research and investment management across the Capital organization; however, for securities with equity
characteristics, they act solely on behalf of one of the three equity investment groups.
Regulatory information Risk factors you should consider before investing:
• This material is not intended to provide investment advice
or be considered a personal recommendation.
• The value of investments and income from them can go
down as well as up and you may lose some or all of your
initial investment.
This material, issued by Capital International Management Company Sàrl (“CIMC”), 37A avenue J.F. Kennedy,
L-1855 Luxembourg, is distributed for information purposes only. CIMC is regulated by the Commission
de Surveillance du Secteur Financier (“CSSF” – Financial Regulator of Luxembourg) and is a subsidiary of
the Capital Group Companies, Inc. (Capital Group). While Capital Group uses reasonable efforts to obtain
information from third-party sources which it believes to be reliable, Capital Group makes no representation
or warranty as to the accuracy, reliability or completeness of the information. This communication is not
intended to be comprehensive or to provide investment, tax or other advice.
© 2020 Capital Group. All rights reserved. STR NRC
9ASSET MANAGER’S GUIDE
DWS Lucia Catalán
875 Third Avenue. 26th Floor Head of Iberia & Latin America Third Party
New York, NY 10022 Distribution
Tel: +(1) 212-454-0285 lucia.catalan@gs.com
Tel: +(1) 347-430-7745
HSBC ASSET MANAGEMENT
Jesus Martin-del-Burgo 452 Fifth Ave. 7th Floor
Head of Latin America & U.S. Offshore NewYork, NY 10018
Coverage Tel: +(1) 212 525 6054
jesus.martin-del-burgo@dws.com
Salvador Gomez Shadia Fayad
Head of Passive Sales-Latin America Institutional Sales
& U.S. Offshore shadia.fayad@us.hsbc.com
Salvador.gomez@dws.com
IM GLOBAL PARTNERS
EATON VANCE 78 SW 7th Street
Two International Place FL 33130 Miami
Boston, MA 02110
Tel: +(1) 305 240 1920 Peter Stockall
Director US Offshore and Latin America
Juan Garcia p.stockall@imgp.com
Associate Regional Sales Representative
Offshore Specialist INVESCO
Jgarcia@eatonvance.com Invesco Distributors, Inc.
Two Peachtree Pointe
FRANKLIN TEMPLETON 1555 Peachtree Street, N.E., Suite 1800
100 Fountain Pkwy. 2nd floor Atlanta, Georgia 30309. U.S.A.
St. Petersburg, FL 33716 Direct Line: +1 404-439-3471
Tel: +(1) 727 299 3313 Mobile: +1 404-775-3343
Shane Cunningham Robert (Rhett) Baughan Jr.
National Sales Manager US Offshore Sales Head of US Offshore Distribution
shane.cunningham@franklintempleton.com Rhett.Baughan@invesco.com
GAM JANUS HENDERSON INVESTORS
One Rockefeller Plaza. 21st Floor 201 Bishopsgate - London -
New York, NY 10020 EC2M 3AE - United Kingdom
Tel: +(1) 212 407 4610 Tel: +(44) 2078184411
Carmen van Roon Pence, CAIA Ignacio De La Maza
Director - Intermediary Sales Head Sales Europe&Latam
carmen.vanroonpence@gam.com Ignacio.delamaza@janushenderson.com
Andrea Vaitukaitis
Director – Intermediary Sales J.P. MORGAN ASSET
Andrea.Vaitukaitis@gam.com MANAGEMENT
277 Park Avenue. 8th Floor
GOLDMAN SACHS New York, NY 10172
Madrid Tel: +(1) 212-648-2513
Tel: +(34) 91 700 6000
10John H. Oestreicher Eduardo Mora
Executive Director North America Offshore Distribution
john.h.oestreicher@jpmorgan.com Eduardo.Mora@Lazard.com
Philip Judson
Executive Director - Head of Offshore LORD ABBETT
philip.judson@jpmorgan.com 90 Hudson Street
Jersey City,
JUPITER ASSET MANAGEMENT* NJ 07302-3973
The Zig Zag Building Tel: +(1) 201 827 4266
70 Victoria Street
London, SW1E 6SQ Martin Hofstadter
Tel: +44 (0) 20 3817 1000 Director US Offshore - The Americas
*distributed by Atlantic Zagros Financial mhofstadter@lordabbett.com
Partners
MAN GROUP
William Lopez London / Montevideo
Head of Latin America and US Offshore Riverbank House, 2 Swan Lane | London
william.lopez@jupiteram.com EC4R 3AD | United Kingdom
Tel. +44 207 144 3377
LA FRANÇAISE
Castellana 92. 28046 Madrid Gadi Slamovitz
Tel: +(34) 91 76 97 902 Managing Director, Latin America
Gadi.Slamovitz@man.com
Gerardo Duplat
Head of Business Development Iberia & MATTHEWS ASIA
Latin America 4 Embarcadero Center
gduplat@la-francaise.com Suite 550
San Francisco CA 94111
LARRAINVIAL ASSET Tel: +(1) 415 954 4510
MANAGEMENT
990 Biscayne Boulevard Jenny Ng
O-901 VP, Global Client Relationship Management
Miami FL, 33132 jenny.ng@matthewsasia.com
* Represents: Aegon Asset Management, Jonathan Schuman
Brown Advisory, Larrainvial asset Head of Global Business Development
management, Pinebridge investments jonathan.schuman@matthewsasia.com
Sebastián Véliz MFS INTERNATIONAL
sveliz@larrainvial.com Miami
Tel: +573176391825 801 Brickell Ave
9th floor, suites 915&918
LAZARD ASSET Tel: +(1) 305 987 0054
MANAGEMENT
777 Brickell Avenue Jose Corena
Miami, FL 33131 Managing Director Americas
Tel: +1 212 632 1325 JCorena@MFS.com
Cell: + 1 732 325 5899
11AMERICAS OFFSHORE SALES
Contact Us
Franklin Templeton Investments
100 Fountain Parkway, St. Petersburg, FL 33716 Shane Cunningham
SVP - National Sales
Telephone (800) 233-9796 Manager
Americas Offshore
Web templetonoffshore.com
AMERICAS OFFSHORE SALES TEAM
Dolores Ayarra Jose Zambrano Kevin Zhang
VP Sales AVP Sales AVP Sales
Executive, Executive, Executive, Western
Southwest Southeast US & Vancouver,
& Miami Canada
Johanna Julian Gomez Patricia Beans
Falkowitz VP Sales Executive, VP, Strategic
VP Sales Southeast, Puerto Accounts
Executive, Rico & Islands Internal Sales
Northeast US & Manager
Toronto, Canada Americas ex-US
Distribution
Aubrey Klaseen Jack Leung Rafael Galindez
Nuñez Internal Internal
Senior Internal Wholesaler, Wholesaler,
Wholesaler, Northeast US & Southeast
Southeast, Puer- Toronto, Canada & Citi (FL)
to Rico & Islands
EVERYTHING WE DO HAS A SINGLE FOCUS: TO DELIVER BETTER CLIENT OUTCOMES
LOCAL INVESTMENT experienced and multicultural We provide clients access to
CAPABILITIES staff for Fund Accounting, our active, smart-beta and
Client Services, Risk Manage- passive investment strategies
Americas Offshore offices ment, Legal & Compliance and across asset classes, inclu-
provide unparalleled support Sales & Marketing, we ensure ding sustainable and ESG
of our distribution partners that we continue to meet the options. All built with the con-
across North and South diverse and changing needs sistent investment discipline
America. By employing an of our clients in each market. and expertise of our speciali-
As of 30/06/20.
1. As of April 2020. Based on findings for Franklin Templeton from PwC’s 2020 Benchmark Your Global Fund Distribution
Report which ranks asset managers on the number of countries in which their cross-border funds are distributed.
2. Based on information from the International Monetary Fund, World Economic Outlook Database, October 2019.
12ASSET MANAGER’S GUIDE
zed teams. We offer over 100+ GLOBAL SCALE AND the specialized knowledge
Offshore Funds, LAM “Local LOCAL INSIGHTS and local insights of our
Asset Management” in 14 Re- investment teams located in
gions with Brazil and Mexico As pioneers in global inves- financial capitals, inside emer-
offerings, Institutional, ETFs, ting, we’ve long recognized ging markets, and at other
SMAs and Custom Solutions that opportunity can spring strategic locations around
designed to serve a variety of up anywhere. Today, we the world. Each of our invest-
client needs and risk appeti- have offices in 34 countries. ment groups follows an
tes worldwide. And we combine the strength independent and distinct
of our truly global scale with investment philosophy.
OUR INVESTMENT CAPABILITIES
Equity Fixed Income Multi-Asset Solutions Alternatives
• Value • Government • Income • Private Debt
• Deep Value • Municipals • Real Return • Hedge Funds
• Core Value • Corporate Credit • Balanced/Hybrid • Private Equity
• Blend • Bank Loans • Total Return • Real Estate
• GARP • Securitized • Target Date/Risk • Infrastructure
• Growth • Multi-Sector • Absolute Return
• Convertibles • Currencies • Tactical Asset
• Sector • Sukuk Allocation
• Shariah • Managed Volatility
• Smart Beta
• Thematic
OUR INVESTMENT BRANDSbrands
Our investment
Our
Our investment
investment brands
brands
Franklin
Franklin
Franklin Templeton Templeton
Templeton (1947)
(1947)
Franklin(1947)
Franklin Templeton
Templeton (1947)
(1947)
Western Asset (1971)
Western AssetWestern
(1971) Asset
Western Asset (1971)
(1971)
Western
Western Asset
Asset (1971)
(1971)
ClearBridge
ClearBridge (2005)
ClearBridge (2005)
ClearBridge (2005)
ClearBridge (2005)
(2005)
ClearBridge (2005)
Brandywine Global (1986)
Brandywine Global
Brandywine Global
Brandywine Global (1986)
(1986)
Brandywine Global (1986)
(1986)
Clarion Partners (1982)
Clarion Partners
Clarion Partners
Clarion Partners (1982)
(1982)
Clarion Partners (1982)
(1982)
Benefit Street Partners (2008)
Benefit Street Benefit
Partners
Benefit
Benefit
Street
Street Partners
Street(2008)
Partners (2008)
Partners (2008)
(2008)
Martin Currie (1881)
Martin Currie
Martin
Martin Currie (1881)
Martin Currie (1881)
Currie (1881)
(1881)
QS
QS Investors (1999)
QS Investors
QS Investors (1999)
QS Investors (1999)
Investors (1999)
(1999)
K2 K2 Advisors (1994)
K2 Advisors
K2 Advisors (1994)
K2 Advisors (1994)
Advisors (1994)
(1994)
Royce
Royce (1972)
(1972)
Royce (1972) Royce
Royce (1972)
(1972)
Successful investing begins with ambition. And achievement only comes when you reach for it. So
we never settle. We continually strive to deliver better outcomes for investors. No matter what your
goals are, our deep, global investment expertise allows us to offer solutions that can help across
investment objective, sales region and client type.
13COMPANY INFORMATION
GAM USA Inc. Telephone +1 (212) 407 4600
One Rockefeller Plaza, 21st Floor Website www.gam.com
New York, NY 10020, USA E-Mail LatAm@gam.com
GAM INVESTMENTS IS ONE OF THE WORLD’S LEADING INDEPENDENT, PURE-PLAY
ASSET MANAGERS. WE PROVIDE ACTIVE INVESTMENT SOLUTIONS AND PRODUCTS
FOR INSTITUTIONS, FINANCIAL INTERMEDIARIES AND PRIVATE INVESTORS.
For over 35 years we GLOBAL PRESENCE INDEPENDENT
have employed an active AND REACH As an independent asset
investment management With around 747 people manager we are able to
approach based on original in 14 countries, we are a pursue and develop our
thought, freedom of action truly global firm in scale business without many
and true conviction investing. and resources, yet small of the constraints or
enough to remain nimble pressures typically faced
Our team consist of 136 and flexible to meet clients’ by asset managers that are
investment professionals needs. We support our embedded in large financial
covering an extensive range growth with an extensive conglomerates. We believe
of investment styles, asset distribution network which this makes us an attractive
classes and markets. includes sales, marketing, home for investment talent.
product development and
The core investment product management. Our Our processes and
business is complemented investment professionals structures are designed
by private labelling services, work from the global hubs to foster independent
which include management of London, Cambridge, thinking and swift decision
company and other support Zurich, Hong Kong, New York, making within a tightly
services to third-party Lugano and Milan. controlled risk framework.
institutions. Our investment teams do not
adhere to a particular ‘house
style’. Instead, they are
14ASSET MANAGER’S GUIDE
encouraged to maximize the active investment strategies innovation. Our constant
potential of their portfolios across asset classes and drive to look forward and to
by developing their own styles, with core capabilities adapt to the needs of our
high-conviction views of the in fixed income, equity, clients helps us to capitalize
markets. systematic, absolute return, on our strengths, addressing
alternatives and multi asset secular industry trends
COMPREHENSIVE solutions. with innovative, appropriate
PRODUCT RANGE solutions.
Over more than three PRODUCT INNOVATION
decades, we have developed We have always placed a
a comprehensive range of strong emphasis on product
BROAD RANGE OF TRADITIONAL AND ABSOLUTE RETURN STRATEGIES
Fixed income Multi asset Equity Systematic Alternatives Absolute return
Developed mkts Target return Developed mkts Diversified Alternative Equity long/
Europe Defensive Asia-Pacific Macro Investments short
Global Core Europe Quantitative Solutions Emerging
Inflation linked Plus Global multi strategy Multi strategy markets
North America Japan Single strategy Europe
Flexible North America Equity Advisory Global
Emerging mkts Benchmark Long only solutions Thematic
Blend constrained Emerging mkts Long/short
Credit Benchmark Asia market neutral Macro/managed
Hard currency unconstrained China futures
Local currency Global Alternative risk
Inflation linked Risk rated premia Fixed Income
Defensive Thematic
Specialist Cautious Healthcare
ABS/MBS Balanced Luxury brands
ILS/Cat bonds Growth Technology
Convertibles Dynamic growth
Credit/high yield
Tomás del Campo Carmen van Roon Pence, Andrea Vaitukaitis
Client Manager CAIA Director – Interm. Sales
T +34 (0) 91 140 0714 Director – Interm. Sales T +1 (0) 212 407 4605
tomas.delcampo@gam.com T +1 (0) 212 407 4610 andrea.vaitukaitis@gam.com
carmen.vanroon@gam.com
Alvaro Carbon Ripepi Juan Ramón Caridad, José Pedro Jácome
Executive Director, CAIA, MFIA Client Director
LatAm and Iberia Country Head Iberia + LatAm T +44 (0) 20 7917 2539
T +34 91 140 0715 T +34 (0) 91 140 0717 pedro.jacome@gam.com
alvaro.carbon@gam.com juanra.caridad@gam.com
Isabel Navalon Carlos Álvarez García, MFIA Ana Maria Servia Blanco
Client Support Executive Client Director Office Manager
T +34 (0) 91 140 0716 T +34 (0) 91 140 0718 T +34 (0) 91 140 0723
isabel.navalon@gam.com carlos.alvarezgarcia@gam.com anamaria.serviablanco@gam.com
Important legal information
The information in this document is given for informational purposes only and does not qualify as investment advice. Opinions and
assessments contained in this document may change and reflect the point of view of GAM in the current economic environment.
No liability shall be accepted for the accuracy and completeness of the information. Past performance is no indicator for the cu-
rrent or future development. Investments should be made only after thorough reading of the current statutory prospectus and/or
the fund regulations, the KIID, the articles of association and the current annual and semi-annual report and following advice from
an independent finance and tax specialist.
15COMPANY INFORMATION
Headquarters
Janus Henderson Investors
201 Bishopsgate - London - EC2M 3AE -
United Kingdom
Ignacio de la Maza
Telephone +442078184411 Head Sales
Europe&Latam
Ignacio.delamaza@
Email sales.support@janushenderson.com
janushenderson.com
US Offshore Sales Contacts
Paul Brito Albert Maruri Maria Cordova Jerry Fraustro
Director Sales Director Sales Senior Sales Manager Associate Director Sales
paul.brito@ albert.maruri@ maria.cordova@ jerry.fraustro@
janushenderson.com janushenderson.com janushenderson.com janushenderson.com
INVESTED IN CONNECTING cycles. Through times of both market calm
The notion of “connecting” is powerful – it has and growing uncertainty, our managers apply
shaped our evolution and our world today. At their experience weighing risk versus reward
Janus Henderson, we seek to benefit clients potential – seeking to ensure clients are on
through the connections we make. the right side of change.
Connections enable strong relationships with
clients based on trust and insight as well WHY JANUS HENDERSON INVESTORS?
as the flow of ideas among our investment At Janus Henderson, we seek to link our
teams and our engagement with companies, world-class investment teams and experien-
all of which allow us to make a positive diffe- ced global distribution professionals with our
rence. These connections are central to our clients around the world. We believe in:
values as a firm, to what active management
stands for and to the outperformance we • Active because active matters
seek to deliver. We selectively invest in what we believe are
the most compelling opportunities. Our in-
AT A GLANCE vestment teams are free to form their own
Janus Henderson is a global asset manager views and seek to actively position portfo-
with more than 345 investment professionals lios to connect clients with their objectives.
and expertise across all major asset classes.
Our individual, intermediary and institutional • Global strength to deliver local solutions
clients span the globe and entrust us with We offer true global reach with a presence
more than US $336.7bn of their assets*. Our in all major markets, combined with the
commitment to active management offers responsiveness, tailored solutions and
clients the opportunity to outperform personal touch you would expect from a
passive strategies over the course of market local partner.
For US Financial professionals servicing non-US persons. Not for onward distribution. For promotional purposes.
16ASSET MANAGER’S GUIDE
ASSET MANAGER’S GUIDE
• Empowering clients through Knowledge Shared
GLOBAL STRENGTH
We connect our clients with insights and knowledge
that empower them to make better investment and 14% 56%
business decisions. Assets under
$336.7B
AS A CLIENT,YOU SHOULD EXPECT: management
AS A CLIENT, YOU SHOULD EXPECT
1. Collaboration 30%
1. Collaboration We work as teams across functions towards the end goal of delivering for
We work as teams clients.across
We believefunctions
in blending thetowards the
views of experts andend goal
reaching
solutions together. 13% 46%
of delivering for clients. We believe in blending the views Over 345
of experts and 2.reaching
Alignment
solutions together. investment
2. Alignment We are a partner seeking to evolve what we offer and provide expert professionals
insight to help inform client decision-making throughout the investment
We are a partner seeking to evolve what we offer and pro- 41%
journey.
vide expert insight to help inform client decision-making
3. A cess
throughout the investment journey.
3. Access We continue to enhance our distribution channels and broaden our reach
across product ranges to allow more clients to tap into our areas of
We continue to strength.
enhance our distribution channels and More than 2,000
broaden our reach across product ranges to allow more employees
4. Support
clients to tap into our areas of strength.
4. Support Investment performance is what we seek to deliver but there are
additional ways that we can add value as an active manager. These vary
Investment performance
by the needs ofisour what
clients,we
butseek toourdeliver
we offer services but
as widely as
there are additional
possible.ways that we can add value as an
active manager. These vary by the needs of our clients, 27 Offices
but we offer our services as widely as possible. worldwide
INVESTMENT EXPERTISE:
INVESTMENT EXPERTISE
We offer expertise across all major asset classes, with investment teams
situated around the world. These teams and their approaches are shaped
with the client in mind. Products are developed to meet evolving needs,
We offer expertise acrossmanagers
and investment all major asset
operate classes,
within clearly with
articulated parameters as
Over 4,300
investment teams situated
they seek to achieve around theupon
stated or agreed world. These
objectives. Transparency of companies met
teams and their approaches are shaped with the client
process, positioning and progress towards meeting objectives are central by investment
to our approach, and our investment and distribution teams seek to keep
in mind. Products are
clients developed
informed to meet evolving needs,
at every stage. teams in 2019
and investment managers operate within clearly articula-
ted parameters as they seek to achieve stated or agreed
North America EMEA & LatAm
upon objectives. Transparency of process, positioning
Asia Pacific
and progress towards meeting objectives are central to
*Source: Janus Henderson Investors,
our approach, and our investment and distribution teams
as at 30 June 2020.
seek to keep clients informed at every stage.
For US Advisors to non-US Persons. Not for onward distribution.
Past performance is not a guide to future performance. The performance data does not take into account the commissions and costs incurred on the issue and
redemption of units. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Tax
assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change. If you invest through a
This material is intended solely
third party for
provider youuse by financial
are advised professionals
to consult them directly as charges, from US only,
performance servicing
and terms non-US
and conditions persons
may differ only, where
materially. Nothing non-US
in this document is
intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract
Janus Henderson funds for thearesale made
or purchase available to local
of any investment. The financial professionals
securities included in this documentfor sale
are not to persons
registered based
in the Foreign overseas
Securities or Superintendencia
Registry of the cross-border
only. This material is not intended
de Valores y Segurosfor citizens
for public offering or
and,residents of the
therefore, the use of thisUnited
document States.
is only for general information purposes. Any investment application will be made
solely on the basis of the information contained in the Fund’s prospectus (including all relevant covering documents), which will contain investment es restrictions.
This document is intended solely
This document for the
is intended as ause of professionals,
summary defined
only and potential investors as the
must read Eligible Counterparties
Fund’s prospectus orinformation
and key investor Professionaldocument Clients, and is
before investing.
es
not for general publicWedistribution.
may record telephone Thecalls
opinions and
for our mutual viewsto expressed
protection, improve customerare asand
service offorthe daterecord
regulatory published and are subject to change
keeping purposes.
The Janus Henderson Fund (the “Fund”) is a Luxembourg SICAV incorporated on 26 September 2000, managed by Henderson Management S.A. A copy of the
without notice. They Fund’s
are for information
prospectus, key investorpurposes only and
information document, should
articles not beannual
of incorporation, used andor construed
semi-annual reportsas
can an offer to
be obtained freesell,
of costafrom
solicitation
the Fund’s of
an offer to buy, or a recommendation
registered office in Luxembourg:to buy, 2 Ruesell or hold
de Bitbourg, any
L-1273 security, investment strategy or market sector. No forecasts can
Luxembourg.
The Janus Henderson Horizon Fund (the “Fund”) is a Luxembourg SICAV incorporated on 30 May 1985, managed by Henderson Management S.A. A copy of the
be guaranteed. Opinions and examples
Fund’s prospectus, key investorare meant
information as an
document, illustration
articles of annual
of incorporation, broader themesreports
and semi-annual andcan are not anfree
be obtained indication
of cost from the oflocal
trading
offices
intent. It is not intended
of Janus toHenderson
indicate or imply
Investors: that any
201 Bishopsgate, illustration/example
London, EC2M 3AE for UK. mentioned is now or was ever held in any portfolio.
Janus Henderson Capital Funds Plc is a UCITS established under Irish law, with segregated liability between funds. Investors are warned that they should only
Janus Henderson Group plcinvestments
make their throughbased its onsubsidiaries may manage
the most recent Prospectus investment
which contains products
information about withand
fees, expenses a risks,
financial interest
which is available from in securities
all distributors
mentioned herein and andanypayingcomments
agents, it shouldshould not be
be read carefully. construed
An investment as a
in the fund mayreflection
not be suitable onfor the pastand
all investors oris future profitability.
not available to all investors inThere is no
all jurisdictions;
it is not available to US persons. The rate of return may vary and the principal value of an investment will fluctuate due to market and foreign exchange move-
guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the re-
ments. Shares, if redeemed, may be worth more or less than their original cost.
sults obtained from its use.
Issued PastHenderson
by Janus performance is not
Investors. Janus guarantee
Henderson Investorsof future
is the results.
name under Investing
which investment involves
products risk,
and services areincluding
provided by JanustheCapital
possibleInter-
loss of principal fluctuation of value. Actively managed portfolios may fail to produce the intended results. No investment
national Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), (each registered in England and Wales at 201 Bishopsgate, London EC2M
3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated
strategy can ensure by a profit or eliminate
the Commission de Surveillancethe du risk ofFinancier).
Secteur loss. We may
[Janus record
Henderson, telephone
Janus, calls Intech,
Henderson, Perkins, for our mutual
Alphagen, protection,
VelocityShares, Knowledge.to Shared
improve and
21
customer service andKnowledge
for regulatory record keeping purposes.
Labs] are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. For more information or to locate your
country’s Janus Henderson Investors representative contact information, please visit www.janushenderson.com
Janus Henderson Investors is the name under which investment products and services are provided by Janus Capital Interna-
tional Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited
(reg. no. 2678531), AlphaGen Capital Limited (reg. no. 962757), Henderson Equity Partners Limited (reg. no. 2606646), (each
registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and
Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de
Surveillance du Secteur Financier). Janus Henderson, Janus, Henderson, Perkins, Intech, Alphagen, VelocityShares, Knowled-
ge Shared, Knowledge. Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries.
© Janus Henderson Group plc.
17COMPANY INFORMATION
Head office
Matthews Asia
Four Embarcadero Center, Suite 550 VP, Global Client Head of Global
San Francisco, CA 94111 Relationship Sales and Client
Management Services
Jenny Ng Jonathan
Telephone +1-415-954-4510 Schuman
Email global@matthewsasia.com
jenny.ng@matthewsasia.com
Web global.matthewsasia.com jonathan.schuman@matthewsasia.com
INVESTING WITH AN ASIA SPECIALIST
Matthews Asia is an facilitate our delivery of a in-depth, on-the ground fun-
independent, privately consistent and distinctive damental research to identify
owned investment manager value proposition to our the most compelling oppor-
headquartered in San clients and partners. tunities while minimizing
Francisco with offices downside risk.
in London, Hong Kong, OUR INVESTMENT
Shanghai and Singapore. STRATEGIES WHY MATTHEWS ASIA?
Founded in 1991, the firm
manages a broad range of Our investment strategies Our people share a set of
Asia-focused investment range from country-specific important values. Some of
solutions that include to pan-regional solutions that the factors that we believe
global, regional and single provide diverse exposure differentiate Matthews Asia
country strategies on behalf across styles, sectors, from our peers include:
of institutions, advisors themes and market capitali-
and individual investors zation, to capitalize on some • Focus and Specialization
globally. For over 29 years, of the newest and most As an Asia specialist,
our bottom-up, active promising long-term opportu- Matthews Asia is focused
investment approach has nities we see in the market. on investing in the Asia
focused on identifying the Pacific region.
most attractive long-term OUR INVESTMENT
growth opportunities in APPROACH • Independence
Asia’s diverse markets. Our We are an independent,
portfolios typically feature Rather than passively relying privately held company, which
low turnover rates and high on either equity or fixed in- creates a supportive envi-
active share, with holdings come indices built on histori- ronment for the long-term
that differ significantly from cal performance, we seek to investment horizon that we
their benchmarks. Our long- generate attractive returns apply to stock selection and
term perspective and culture by actively managing our portfolio construction.
of independent thinking portfolios and conducting
18ASSET MANAGER’S GUIDE
• Experience
Matthews Asia’s principals
have extensive investment
Strategies for
management tenure within investing in Asia
the firm and deep investment
experience within Asia and
ASIA FIXED INCOME ASIAN GROWTH AND INCOME
broader Emerging Markets.
• Asia Total Return • Asia Dividend
• Balance of Teamwork
Bond • Asia ex Japan
and Accountability
• Asia Credit Dividend
Our San Francisco-based in-
Opportunities • China Dividend
vestment team sits together
on one open floor and shares
ideas formally and informally. ASIA GROWTH ASIA SMALL COMPANY
This leverages the intellectual • Pacific Tiger • Asia Small
capital of the team for the • China Companies
benefit of our clients’ port- • India • China Small
folios. • Japan Companies
The above Matthews Asia Funds are currently
available as Luxembourg-domiciled UCITS.
For Institutional/Professional Investors Only
The Fund is a sub-fund of Matthews Asia Funds SICAV, an umbrella fund, with segregated liability between sub-funds,
established as an open-ended investment company with variable capital and incorporated with limited liability under the
laws of Luxembourg.
Investment involves risk. Past performance is no guarantee of future results. The value of an investment in the Fund can
go down as well as up. An investment in Matthews Asia Funds may be subject to risks, such as social and political insta-
bility, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. The current prospectus,
Key Investor Information Document or other offering documents (“Offering Documents”) contain this and other information
and can be obtained by visiting global.matthewsasia.com. Please read the Offering Documents carefully before investing
as they explain the risks associated with investing in international and emerging markets. It is the responsibility of any
persons wishing to subscribe for shares to inform themselves of and to observe all applicable laws and regulations of any
relevant jurisdictions. Prospective investors should inform themselves as to the legal requirements and tax consequences
within the countries of their citizenship, residence, domicile and place of business with respect to the acquisition, holding
or disposal of shares, and any foreign exchange restrictions that may be relevant thereto.
The shares described in each Fund’s prospectus and the related documents have not been registered or qualified under
the laws of, and may not be offered or sold, directly or indirectly, to the public in Chile, Colombia or Peru. The Fund’s pros-
pectus and other related materials and documents have not been filed with or approved by the regulatory authorities of
Chile, Colombia or Peru and are not intended to constitute a public offering in such countries and should not be construed
as such. In particular, these materials shall not constitute an offer to sell or a solicitation of an offer to buy the shares
described in each Fund’s prospectus and in the related materials and documents and no steps may be taken that would
constitute or result in a public offering or distribution of the shares in Chile, Colombia or Peru, including by use of any public
advertisement of similar public communication.
Matthews Asia is the brand for Matthews International Capital Management, LLC and its direct and indirect subsidiaries.
Matthews International Capital Management is the Investment Manager to the Matthews Asia Funds, and is a U.S.-based
investment adviser registered with the U.S. Securities and Exchange Commission who has not represented and will not
represent that it is otherwise registered with any other regulator or regulatory body.
©2020 Matthews International Capital Management, LLC G. BR051_2020
19Expertise Through Collaboration
FACTS & FIGURES*
• Founded in 1924
• $534 billion in assets under management
• A broad range of global, regional equity and fixed income investment products
• Nine worldwide research offices and eight sector teams; 287 equity, credit and
quantitative investment professionals monitoring securities globally
As of 09/2020
CONTACT US
L. Jose Corena
Managing Director - Americas / jcorena@mfs.com / +617-755-7949
Argentina, Uruguay, Brazil, Ecuador, Paraguay and Venezuela
• Stephan Von Hartenstein - Director: svonhartenstein@mfs.com / +54 9 11 5949-1180
• Ignacio Durañona - Director: iduranona@mfs.com / +54911 4165-5183
Sales Representative
• Diana Rueda: drueda@mfs.com / +305-789-6678
Chile and Peru
• Enrique Pérez Iturraspe - Director: eiturrapse@mfs.com /+569 7614-6486
Sales Representative
• Pablo Rodriguez: Sales Representative for Panama and Colombia prodriguez@mfs.com /+617-954-6044
Southeast US, Caribbean, Costa Rica, Central America, Panama*, Colombia**, Mexico, US West
Coast, Western Canada and Hawaii
• Philip Dieffenbacher - Director pdieffenbacher@mfs.com / +1 646-306-9206
• Eric Figueroa - Associate Director efigueroa@mfs.com / +1 786-858-8789
• Drew Chisholm - Regional Manager dchisholm@mfs.com / +1 617-954-5682
• Henry Myers - Sales Representative, Southwest and West Coast Regions hmyers@mfs.com / +1 617 954 5682
Sales Representative
• Luis Carlos Ramirez: lramirez@mfs.com / +1 617-954-4195
• ** Pablo Rodriguez: prodriguez@mfs.com / +1 617-954-6044
Southwest US
• Jennifer Whitney - Director: jwhitney@mfs.com / +1 512-415-6602
Northeast US, Bermuda and Eastern Canada
• Danielle Spry - Director: dspry@mfs.com / +1 978-821-5355
Sales Representative
• David Szabo: dszabo@mfs.com / +1 617-954-4429
* All figures as at 30th September 2020
20ASSET MANAGER’S GUIDE
Since launching the first MFS Meridian® Funds
US open-end mutual fund Capabilities To Help Meet Client Needs
in 1924, MFS® has been
committed to a single MULTI Global
purpose: to create value by
ASSET
allocating capital responsibly
US Corporate
for clients.
FIXED Global Corporate
Through our powerful global INCOME Emerging Markets
investment platform, we
US Government / Sovereign
uncover what we believe
are the best investment Global
opportunities in the market US
through:
EQUITY Emerging Markets
• Collective expertise European
• Thoughtful risk management Asia Pacific
• Long-term discipline
COLLECTIVE RISK MANAGEMENT LONG-TERM DISCIPLINE
EXPERTISE
We aim to take risks when we Time is critical to investing.
Diversity of thought is so believe we’ll be rewarded. To We need to focus on what
critical to a sound investment help improve client outcomes, drives long-term value,
thesis that we not only we focus on fundamentals position in light of market
encourage it, we insist on and assess material factors volatility and have the
it. Good investment ideas that could jeopardize a conviction to take advantage
become great decisions when company’s long-term value. of the opportunities we
they can stand the test of identify.
active debate.
• Sustainable investing describes our fundamental investment process; it is not a separate
discipline with different inputs or outcomes. As such, our sustainable investment process requires
that all of our investment professionals are actively engaged in, and responsible for, its success.
• Our approach to sustainable investing encompasses the integration of material environmental,
social, and corporate governance (ESG) factors into our investment process along with carefully
considered proxy voting policies and thoughtful issuer engagement. This approach enables us
to consistently identify companies that we believe exhibit sustainable, long-term competitive
advantages which is essential to our sole purpose: to create value by allocating capital
responsibly.
TODAY- MFS continues to expand with most recently our new distribution office in Miami:
• 801 Brickell Ave, 9th Floor / Suite #s 915 & 917 / Miami, FL 33131
See the fund’s offering documents for more details, including information on fund risks and expenses. For additional infor-
mation, call Latin America: 416.506.8418 in Toronto or 352.46.40.10.600 in Luxembourg.
MFS Meridian Funds is an investment company with a variable capital established under Luxembourg law. MFS Investment Mana-
gement Company (Lux) S.ar.l. is the management company of the Funds, having its registered office at MFS ( 2nd Floor ), 4 Rue Al-
bert Borschette, Luxembourg L1246 (Company No. B.76.467). The Management Company and the Funds have been duly authorized
by the CSSF (Commission de Surveillance du Secteur Financier) in Luxembourg.
MFS Meridian Funds may be registered for sale in other jurisdictions or otherwise offered where registration is not required.
MFS Meridian Funds are not available for sale in the United States or Canada or to US persons.
Unless otherwise indicated, logos, product and service names are trademarks of MFS and its affiliates and may be registered in
certain countries.
MFS Investment Management Company (Lux) S.à.r.l.
This material is for use only in North America, South America and Central America.
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. 44599.3
21ASSET MANAGER’S GUIDE
M&G INVESTMENTS Sophie del Campo
1395 Brickell Avenue Executive Managing Director Iberia, Latin
Suite 800 America and US Offshore
Miami, FL 33131 usoffshoresales@natixis.com
Tel: +(1) 786 589 3815
NEUBERGER BERMAN
Ander López 1290 Avenue of the Americas
Sales Director – LATAM y U.S Offshore New York, NY 10104
ander.lopez@mandg.com Tel: +(1) 305 979 5146
Luis Solorzano
Sales Manager LATAM y U.S Offshore. Lauren Rahaghi
luis.solorzano@mandg.com Head of US Offshore
lauren.rahaghi@nb.com
Jose Garcia
MORGAN STANLEY INVESTMENT NRC-NRA Advisor Consultant - US Offshore
MANAGEMENT jose.garcia@nb.com
522 5th Avenue, New York, NY 10036 Charles Conklin
New York, NY 10036 NRC-NRA Advisor Consultant Associate -
Tel: +(1) 305 533-5410 US Offshore
Tel: +(1) 305 533-5320 charles.conklin@nb.com
Carlos Andrade NEW CAPITAL BY EFG ASSET
Managing Director, Head of Latin America MANAGEMENT
and US Offshore Sales 24 Qual de Seujet, P.O. Box 2391
Carlos.Andrade@morganstanley.com 1211 Geneva- Switzerland
Tel: + 41 22918 71 71
MUZINICH Email: enquiries@newcapitalfunds.com
Madrid
Tel: +(34) 910 848 895 George Gandarias
SVP Investment Solutions Sales
Rafael Ximénez de Embún, CFA Tel: +1 305 482 8184 (1)
Managing Director Iberia and Latam Donald Klotter
rximenezdeembun@muzinich.com SVP Global Head of Institutional Sales
Tel: +41 44 226 1808 (2)
NATIXIS INVESTMENT MANAGERS
888 Boylston Street NINETY ONE
Boston, MA 02199-8197 65 East 55th Street
Tel: +(1) 888-449-4947 30th Floor
New York, NY 10022
Rodrigo Nuñez Aguilar Tel: +(1) 917 206 5179
Senior Director, US Offshore and Latin
America Key Accounts Richard Garland
usoffshoresales@natixis.com Managing Director, Global Advisor
Richard.garland@ninetyone.com
22NN INVESTMENT PARTNERS PINEBRIDGE INVESTMENTS
Schenkkade 65, Park Ave Tower
2595 AS The Hague 65 East 55th St
The Netherlands New York, NY 10022
Tel: +31 6 1207 9841 Tel: +(1) 646 857 8000
Iván Mascaró Guzmán Ryan Guthrie
Managing Director – Latam & US Offshore Head of Offshore Business Development
ivan.mascaro@nnip.com Ryan.Guthrie@pinebridge.com
NUVEEN INVESTMENTS ROBECO
501 Brickell Key Drive 1111 Brickell Ave.
Suite 504 Suite 2125
Miami, FL 33131 Miami, FL 33131
Tel: +(1) 305 766 8555 Tel: +(1) 786 483 2500
Oscar Isoba Jimmy Ly
Managing Director, Region Head - U.S. Executive Director
Offshore & Latin America Head of Sales, Robeco Latam
International Advisory Services & US Offshore
Oscar.Isoba@nuveen.com Jimmy.ly@robeco.com
PICTET ASSET RWC PARTNERS
MANAGEMENT 2640 South Bayshore Drive
Pictet Asset Management (USA) Corp. Suite 201
712 5th Avenue. Miami, FL 33133
25th Floor Tel: +(1) 305 602 9501
New York, NY 10019
James Tollemache
Jorge A. Corro Head of Business Distribution
Head of US Offshore james.tollemache@rwcpartners.com
jcorro@pictet.com
Mike Acker SCHRODERS
Head of Key Accounts 875 Third Avenue
macker@pictet.com 22nd Floor
New York, NY 10022
PIMCO Tel: +(1) 646 747 4849
600 Brickell Av,
21st Floor Gonzalo Binello
Miami, FL 33131 Head of Latin America
Tel: +1-305-479-2211 gonzalo.binello@schroders.com
Marcello Pasquatti
Head of Latam Global Weatlh
Management
Marcello.Pasquatti@pimco.com
23COMPANY INFORMATION
Head office
• M&G Investments
• Year of foundation: 1931
• Headquarters address:
10 Fenchurch Avenue, London EC3M 5AG, London, United Kingdom
• Americas office address: Quest Workspaces, 1395 Brickell Avenue,
Suite 900, Miami, FL 33131
Telephone +1 786 589 3815
Email info.latam@mandg.com
Web http://www.mandg.com/americas/
Assets Under Management Number of offices and distributes
worldwide (as at 30 June 2019) M&G operates in its funds in
335.6 US$ bn 16 countries 23 territories
M&G is one of Europe’s better service to US Offshore the freedom and resources
largest active asset and LatAm Onshore clients. they need to develop their
managers, known for its individual investment
conviction-led and long-term At M&G, we take the time strategies and act on their
approach to investing. M&G to understand our clients’ convictions. Furthermore,
has been at the forefront of specific needs and we pride fund managers are able to
investment thinking over the ourselves on our ability to draw upon the skills and
years, constantly seeking to respond to those needs research of an extensive
develop our product range to through a combination of in-house team of credit and
provide the best investment global capabilities and local equity analysts, as well as
opportunities for our market perspectives. the significant support of
investors worldwide. Since their dedicated investment
2006, when M&G funds were With 2,200 professionals specialists. Backed by a team
registered in Chile, M&G has worldwide, 366 of which are of support staff the fund
been present in Latin America investment professionals, managers can concentrate
for over 10 years. Since then we place a high value on what they do best,
the activity and coverage has on developing individual making superior investment
increased throughout the expertise and cultivating a choices for your clients. This
region. In 2018, M&G opened culture of longevity. M&G’s independent thinking sets
an office in Miami to provide fund managers are given M&G apart.
24ASSET MANAGER’S GUIDE
Ignacio Ander López Luis Solórzano Eric Platt
Rodríguez Añino Sales Business Sales Support
Chief Distribution Director Development Latin America
Officer Americas Latin America Manager
Latin America
ignacio.rodriguez@mandg.com / ander.lopez@mandg.com / luis.solorzano@mandg.co.uk / eric.platt@mandg.com
TWITTER
Official account from the Fixed Income team blog @bondvigilantes
Official account from the Multi asset team blog @allocation_en
Official account from the Equities team blog @equitiesforum
The value of a fund’s assets will go down as well as up. This will cause the value of your investment to fall as well as
rise and you may get back less than you originally invested.
For Investment Professionals only. Not for onward distribution. No other persons should rely on any infor-
mation contained within. AUM figures: M&G Investments as at 30 June 2020. Staff figures: M&G, as at 31 Decem-
ber 2019. The views expressed represent the opinions of M&G Investments which are subject to change and are
not intended as investment advice or a forecast or guarantee of future results. Stated information is provided for
informational purposes only. It is derived from proprietary and non-proprietary sources which have not been inde-
pendently verified for accuracy or completeness. While M&G Investments believes the information to be accurate
and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future
expectations, estimates, projections, and other forward-looking statements are based on available information and
management’s view as of the time of these statements. Accordingly, such statements are inherently speculative
as they are based on assumptions which may involve known and unknown risks and uncertainties. Actual results,
performance or events may differ materially from those expressed or implied in such statements. This financial
promotion is issued by M&G International Investments S.A. The registered office is 16, boulevard Royal, L-2449,
Luxembourg.
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