In an interview with Latin Asset Management, Emilio Bertran, director of portfolio structure at Afore Sura, said they had made progress with the final version of the contracts with the managers and the custodian. The objective is to begin to fund some of the mandates this year.
Archives for October 2013
Chilean Life Insurer Investments in International Funds – June 2013
Excel workbook detailing Chilean life insurer allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore June 30, 2013.
Chilean AFP x AFP Investments in International Mutual Funds – 2Q 2013
Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of June 30, 2013.
Private-Client Fund Distribution in Brazil
Available for Online Purchase: This report combines an analysis of the wealthy in Brazil and their investment considerations, with a detailed look at how investment products are distributed and how global firms are finding ways to participate in this booming market.
Chilean Mutual Fund Investments in International Funds – September 2013
Excel workbook detailing Chilean mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class and regional investment focus. Data as of September 30, 2013.