Fund Pro Latin America

What Fund Pro Latin America does

Fund Pro Latin America is a subscription-based business intelligence platform founded in 2001 and headquartered in Wakefield, United States, that tracks cross-border mutual fund and ETF distribution across Latin American pension systems. The company combines quantitative flow and AUM data sourced from Broadridge Financial and Latin Asset Management with expert commentary from senior investment-industry professionals. It targets institutional clients across the asset management ecosystem, including global fund managers, asset servicers and custodians, platform providers, broker-dealers, multifamily offices, pension fund managers (AFPs in Chile, Peru, Colombia and Afores in Mexico), global consultants, sell-side brokers, and regulators.

The core product suite comprises quantitative Excel-based data reports—Holdings Reports, Flow Reports, League Tables, AFP Report Statistics, and CCR Monthly Approval Reports—covering pension fund allocations to cross-border mutual funds, ETFs, and other securities across Chile, Peru, Colombia, Mexico, Costa Rica, and Brazil. The platform also publishes the quarterly RADAR LATAM report, produced in collaboration with Broadridge Financial, which integrates quantitative flow and AUM data with expert views from members of the Latin America Cross-Border Fund Alliance (which includes Franklin Templeton, MFS Investments, Schroders, AllianceBernstein, Fidelity Investments, Vanguard, and Ninety One). Adjacent professional services include Asset Management Workshops, Distribution Dynamics Webinars, Industry Surveys, customized consulting, and Private-Label Reports.

The company operates a direct sales/enterprise subscription (site-license) model with annual billing cadence; pricing is quote-based and not publicly disclosed, and trial subscriptions are offered as a sales funnel. Distribution is sales-led and field/enterprise direct, supplemented by content marketing through LinkedIn, Twitter, Facebook, an email newsletter, webinars, and white papers. The firm has 11-50 employees, no parent company, no funding rounds, and no disclosed revenue, and is led by Chief Executive Officer Thomas Ciampi.

Name

Fund Pro Latin America

Legal name

Fund Pro Latin America

Website

https://fundpro.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Fund Pro Latin America is a subscription-based business intelligence platform that tracks cross-border mutual fund and ETF distribution across Latin American pension systems, serving global asset managers, broker-dealers, custodians, pension funds, and regulators with quantitative data reports and expert editorial coverage.

Ownership category

akta.pro rank

Headquarters

HQ city

Wakefield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Subscription Licensing: Site licenses and subscription-based access to research reports, quantitative analysis, holdings reports, and market intelligence. The service provides subscription options for site licenses, trial subscriptions, and individual access to premium content. Revenue is recurring from annual or multi-year subscription contracts with institutional clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Fund Pro Latin America is a subscription-based market intelligence platform providing quantitative data reports, research, and consulting on cross-border mutual fund and ETF distribution within Latin American pension systems (AFP/Afore markets in Brazil, Chile, Mexico, Colombia, Peru, Costa Rica). Its core products include Holdings Reports, Flow Reports, League Tables, AFP Report Statistics, CCR Monthly Approval Reports, and the quarterly RADAR LATAM report produced with Broadridge Financial and the Latin Asset Management Cross-Border Fund Alliance. Professional services include customized consulting, asset management workshops, distribution dynamics webinars, industry surveys, seminars and events, and private-label reports.

Product overview

Fund Pro Latin America is a subscription-based market intelligence platform that provides comprehensive coverage of institutional and retail investment products in Latin America. The core offering centers on quantitative data reports including Holdings Reports, Flow Reports, League Tables, and AFP Report Statistics covering pension fund investments across Chile, Peru, Colombia, Mexico, Costa Rica, and Brazil. The platform produces the RADAR LATAM quarterly report in collaboration with Broadridge Financial and the Latin America Cross-Border Fund Alliance. Additional services include professional offerings such as Asset Management Workshops, Distribution Dynamics Webinars, Customized Consulting, Industry Surveys, and Seminars and Events. The company operates on a subscription/license model with site licenses for individual and organizational access.

Differentiator

Problem solved

Functional benefit

Products and services

• RADAR LATAM Quarterly research report combining quantitative flow and AUM data (sourced from Broadridge Financial and Latin Asset Management) with expert insights from senior investment-industry professionals within the Latin America Cross-Border Fund Alliance; sold via subscription to enterprise clients.
• Holdings Reports Excel workbooks detailing pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities, including names and amounts invested, with breakdowns by asset class. Targeted at institutional investors and asset management professionals tracking cross-border holdings in Latin America.
• Flow Reports Excel workbooks detailing inflows and outflows of pension funds into international funds and ETFs, including names of all funds/ETFs and amounts invested; used by asset managers and broker-dealers to monitor cross-border distribution momentum in Latin America.
• League Tables Reports showing assets gathered by cross-border fund managers and ETF sponsors in Latin American pension fund markets, including monthly inflows/outflows and market share. Used for competitive benchmarking among global fund managers and ETF sponsors.
• AFP Report Statistics Excel workbooks detailing investments of each pension fund to international managers, including names of all funds and amounts invested, organized by country (Chile, Peru, Colombia). Targeted at AFPs, asset managers, and consultants operating in Latin America.
• CCR Monthly Approval Reports Monthly reports detailing approval of foreign funds and ETFs by Chile's CCR regulator, tracking new products added from different asset managers; targeted at compliance and distribution teams monitoring Latin American regulatory approvals.
• Asset Management Workshops Educational workshops for asset management industry professionals covering trends and topics in the Latin American market; targeted at asset managers, distributors, and institutional investors seeking market education.
• Distribution Dynamics Webinars Webinar series covering distribution dynamics and trends in Latin America's asset management industry, used by global fund managers and broker-dealers for market engagement and thought leadership.
• Customized Consulting Custom consulting services tailored to client needs in the Latin American asset management space, including market-entry strategy, distribution analysis, and competitive intelligence; targeted at global asset managers and ETF sponsors.
• Industry Surveys Surveys of the asset management industry in Latin America providing market intelligence and benchmarking data; used by global asset managers, regulators, and consultants for industry trend tracking.
• Seminars and Events Industry seminars and events covering asset management topics across Latin America; targeted at senior investment and distribution professionals at fund managers, broker-dealers, and institutional investors.
• Private-Label Reports Custom-branded reports for clients covering Latin American pension fund investments in cross-border securities; targeted at asset managers and service providers who wish to distribute branded market intelligence to their own clients.

Named customers11 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Broadridge FinancialcoreTechnology or Integration · 1 October 2025Collaboration on RADAR LATAM report - an innovative report combining quantitative flow and AUM data from Broadridge and Latin Asset Management with expert views of senior investment-industry professionals.
• Latin Asset ManagementcoreTechnology or Integration · 1 October 2025Collaboration producing RADAR LATAM report - combining quantitative flow and AUM data with expert industry views as part of the Latin America Cross-Border Fund Alliance.
• Latin America Cross-Border Fund Alliance (Members: Franklin Templeton, MFS Investments, Schroders, AllianceBernstein, Fidelity Investments, Vanguard, Ninety One)coreGTM or Marketing PartnerAlliance of major global asset managers providing expert views and industry insights for the RADAR LATAM report. Members include Franklin Templeton, MFS Investments, Schroders, AllianceBernstein, Fidelity Investments, Vanguard, and Ninety One.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Regional players

• Mercer: Major pension and investment consultant with deep LATAM presence (highlighted in Fund Pro's own coverage of Mercer's AltamarCAM acquisition). Comparable as a research and consulting provider serving pension funds in Chile, Peru, Colombia, and Mexico.
• IPE (Investment & Pensions Europe): Leading European pension and investment industry media/research outlet. Comparable as a subscription-based B2B intelligence platform for institutional asset managers and pension funds, though Europe-focused rather than LATAM.
• Pensions & Investments (P&I): Crain-owned institutional investment media and research outlet. Comparable as a subscription intelligence platform targeting pension funds and asset managers, though U.S./global rather than LATAM.

Broad incumbents

• Willis Towers Watson (WTW): Global advisory, broking, and solutions firm with strong pension consulting practice across LATAM. Comparable in providing pension fund benchmarking, investment consulting, and asset manager analysis to institutional clients in Chile, Mexico, Colombia, and Brazil.
• Morningstar: Global investment research and fund data provider. Comparable in providing mutual fund analytics, league tables, and institutional research, though its LATAM cross-border pension fund specialization is less developed than Fund Pro's.
• Refinitiv Lipper: Lipper (now part of LSEG/Refinitiv) is the global leader in mutual fund performance and flows data. Directly comparable in tracking cross-border fund distribution and league tables, and a primary alternative for global asset managers seeking LATAM coverage.
• Broadridge Financial Solutions: NYSE-listed $25B+ financial data infrastructure provider and current partner on RADAR LATAM. Directly comparable as a provider of fund flow, AUM, and distribution analytics globally; potential competitive threat if it builds out dedicated LATAM cross-border intelligence.
• Bloomberg Intelligence: Bloomberg's research arm provides institutional-grade market intelligence including fund flows and asset manager analysis. A competitor for enterprise intelligence budgets, with significantly broader global coverage but less LATAM specialization.

Others

• Investment Company Institute (ICI): U.S. trade association publishing authoritative fund flow data and research. Comparable as a research/data publisher serving the asset management industry, though focused on U.S. and global rather than LATAM-specific cross-border distribution.
• EFAMA: European Fund and Asset Management Association publishing fund industry statistics. Comparable as a source of fund flow and AUM data for institutional asset managers, though EMEA-focused rather than LATAM cross-border.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/fundpro
• Facebookfacebook.com/FundProLatam
• LinkedInlinkedin.com/company/fund-pro-performance

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fund Pro Latin America