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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2014

September 25, 2014 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 mutual funds and Peruvian pension funds (AFPs). Data as of June 30, 2014.

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: , , , , , , , , , ,

Brazilian Mutual Fund Managers Industry Statistics – August 2014

September 25, 2014 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of August 31, 2014.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

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

Chilean AFP x AFP Investments in International Mutual Funds – April 2014

September 25, 2014 by

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 April 30, 2014.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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

Fitch assigns high standards rating to Banorte Ixe as asset manager

September 24, 2014 by

One of the rating factors is the strength of its investment platform and operational framework compared to the standards applied by institutional investors in Mexico.

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

Peruvian AFP Pension Fund Industry Statistics – August 2014

September 23, 2014 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of August 31, 2014.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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

S&P Dow Jones to take over all Lima Stock Exchange indices

September 23, 2014 by

S&P DJI will be responsible for the marketing and commercial licensing of the BVL indices. The agreement also allows S&P DJI to eventually calculate all of the BVL indices, and to jointly create new indices with the Exchange to meet the evolving needs of investors inside and out of Peru.

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

Important changes to Mexican pension law put off until 2015

September 23, 2014 by

Proposals to increase contribution levels, boost voluntary savings and relax the restrictive investment regime will not be put to Congress until at least 2015, via a bill from the Executive or as a result of the work of an expert committee close to being formed.

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

Consar greenlights funding of USD 400 million Banamex mandate with Pioneer

September 23, 2014 by

The president of the Consar, Carlos Ramírez Fuentes (photo), told Fund Pro Latin America that the agency believes mandates are quite important vehicles at the disposal of Afores, but acknowledged that the approval processes need to be sped up.

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

League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2014

September 22, 2014 by

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 2014.

Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.

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

Chilean and Colombian flows help Allfunds Bank double its business in 18 months

September 19, 2014 by

Carlos Felipe Stozitzky, (photo) regional manager at Latam Allfunds Bank, said the company has signed contracts with 22 Chilean fund managers, who in general are having a great year in terms of new flows.

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