Excel workbook detailing inflows / outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Period ending October 31, 2013.
Companies mentioned in this report: Dimensional, Vontobel, Aberdeen, Franklin Templeton, Investec, Robeco, Morgan Stanley, Schroder, JP Morgan, MFS, ING, BBH, Pictet, Amundi, Matthews Funds, Fidelity, BlackRock, Pioneer, WisdomTree, Invesco, Deka, LarrainVial, AllianceBernstein, AZ Fund Management, BNP Paribas, BNY Mellon, HSBC, Allianz, iShares, State Street, Vanguard, Proshares, PowerShares, Pimco, Van Eck, Lyxor, Protección, Porvenir, Colfondos, Skandia, Horizonte, HSBC, FiduDavivienda, Popular, Colseguros, FiduColombia.
Archives for December 2013
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – October 2013
December 30, 2013 by
BBVA merger puts Corpbanca’s cross-border partnership in doubt
December 30, 2013 by
Corpbanca's recently formed agreement with Spanish-owned March Gestión de Fondos, which would have introduced the latter's products - or at least advisory skills - to the institutional market in Latin America - would appear to be in doubt in light of the proposed deal with BBVA.
Aberdeen replaces Americas head
December 27, 2013 by
Aberdeen has changed the leadership of its Americas business with the recruitment of David Steyn from rival asset manager AllianceBernstein.
Peruvian AFP cross-border investments reached 34.84% of total portfolio in November
December 26, 2013 by
Power Shares, State Street, and BlackRock’s iShares are the top three ETF families receiving investments from the AFPs. Meanwhile, Henderson, Julius Baer, and Aberdeen are among the leading mutual fund managers.
BTG Pactual launches local fund with international investment strategy
December 26, 2013 by
The launch is the latest in a series of new-product introductions in the USD 1 trillion Brazilian fund market aimed at providing local investors with some diversification out of local risk.
CCR Monthly Approval Report – December 2013
December 26, 2013 by
A rundown of the financial instruments approved, rejected and affirmed by the Comisión Clasificadora de Riesgo. Month of December 2013. Goldman Sachs got another two products listed: Global Strategic Income Bond Portfolio and Global US Real Estate Balanced Portfolio.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Colombian Pension Fund Market – October 2013
December 26, 2013 by
Excel workbook detailing Colombian AFP allocations to mutual fund managers and ETF sponsors. Data as of October 31, 2013.
Companies mentioned in this report: Dimensional, Vontobel, Aberdeen, Franklin Templeton, Investec, Robeco, Morgan Stanley, Schroder, JP Morgan, MFS, ING, BBH, Pictet, Amundi, Matthews Funds, Fidelity, BlackRock, Pioneer, WisdomTree, Invesco, Deka, LarrainVial, AllianceBernstein, AZ Fund Management, BNP Paribas, BNY Mellon, HSBC, Allianz, iShares, State Street, Vanguard, Proshares, PowerShares, Pimco, Van Eck, Lyxor, Protección, Porvenir, Colfondos, Skandia, Horizonte, HSBC, FiduDavivienda, Popular, Colseguros, FiduColombia.
Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – October 2013
December 23, 2013 by
Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; AZ Fund Management; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Dimensional; Fidelity; Franklin Templeton; HSBC; ING; Invesco; Investec; iShares; JP Morgan; LarrainVial; Lyxor; Matthews Funds; MFS; Morgan Stanley; N/A; Pictet; Pimco; Pioneer; PowerShares; ProShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Vontobel; WisdomTree; Proteccion; Porvenir; Colfondos; Horizonte; Skandia; HSBC; FiduDavivienda; FiduColombia; Colseguros; Fiduciar.
AFPs are also looking favorably at unified fund law
December 23, 2013 by
The elimination of capital-gains taxes on some local vehicles could encourage more foreign participation, contributing to more liquidity in types of products that are heavily dependent on AFP investment.
Colombian AFP Pension Fund Industry Statistics – September 2013
December 23, 2013 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of September 30, 2013.
Companies mentioned in this report: AFP Protección, AFP Porvenir, AFP Horizonte, AFP Colfondos, AFP Skandia
