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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2013

December 20, 2013 by

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds and Peruvian pension funds (AFPs) . Data as of September 30, 2013.

Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , ,

Ricciardi to join Deutsche Bank as head of Latam Global Transacion Banking

December 20, 2013 by

Ricciardi will report to Susan Skerritt, Head of Global Transaction Banking Americas and Shahrokh Moinian, Head of Trade Finance and Cash Management Corporates for the Americas. She will be based in São Paulo, Brazil.

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Filed Under: News and Trends, Private, Region Tagged With: , , , ,

Peruvian AFPs ask SBS to consider Latam allocations as “local” investments

December 20, 2013 by

The maneuver would free up another 4% of quota for investing in cross-border instruments domiciled outside of the region.

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Filed Under: News and Trends, Peru, Private Tagged With: , , , , , , ,

Fiscal reform takes bite out of tax benefit on pension-plan contributions

December 19, 2013 by

Up until 2013, contributions made by plan sponsors to private pension plans were 100% tax deductible. However, the new fiscal reform reduces the percentage to 53% and potentially just 47%, according to sources consulted by Latin Asset Management.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , ,

Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Peruvian Pension Fund Market – November 2013

December 19, 2013 by

Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors. Data as of November 30, 2013.
Companies mentioned in this report: Aberdeen; Allianz - Dresdner; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; Van Eck; Vanguard ; WestLB; Habitat; Integra; Prima; Profuturo

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , ,

Chilean AFPs were strong buyers of cross-border mutual funds in November

December 19, 2013 by

Chilean pension funds made over USD 2 billion in new allocations, bringing total non-domestic investment to USD 68.8 billion. Cross-border mutual funds and direct investments in government bonds were the most chosen instruments type to increase positions. Products of Axa, Pioneer, BlackRock, and Invesco benefitted the most from the renewed enthusiasm of the AFPs.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , , , ,

Principal Chile explores shopping offshore fund to local and global investors

December 18, 2013 by

The vehicle is a Latin American equities fund domiciled in Dublin, which will be co-managed by the company’s teams in Brazil, Mexico and Chile, where each will contribute its view on the market and companies in its own country and areas of influence.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , ,

Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – November 2013

December 18, 2013 by

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 November 30, 2013.
Companies mentioned in this report: Santander; Principal; Banchile; LarrainVial; BCI; Bice; Sura; Security; Cruz del Sur; CorpBanca; Pactual; Euroamerica; Zurich; Penta; Scotia Ch; Itaú; BBVA; Aberdeen; AllianceBernstein; Allianz – Dresdner; Amundi; Ashmore; Aviva Investor; Axa; Baring; Baron; Bestinver; BlackRock; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; Credit Suisse; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IndexIQ; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; La Française AM; Legg Mason; Lombard Odier; M&G; Manulife; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Proshares; Raiffeisen; REYL; Robeco; Schwab; SEI; Skandia; State Street; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , ,

Chile: Markets fret over Bachelet’s tax-free savings scheme

December 18, 2013 by

Alarm bells rang in the mutual fund industry because of doubts about what parameters will be used to define the concept of "risk-free." In general, the Bachelet initiative, if enacted, would cause disruption to, or conflict with, many long-established mechanisms already in place to foster savings and investment in the local markets.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , ,

Peruvian AFP Investments in Cross-border Securities – November 2013

December 17, 2013 by

Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of September 30, 2013.

Companies mentioned in this report: Aberdeen; Allianz - Dresdner; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; Van Eck; Vanguard ; WestLB; Habitat; Integra; Prima; Profuturo

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,
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