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Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – February 2015

July 21, 2015 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of February 27, 2015.

Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Wisdom Tree; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.

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

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – June 2015

July 20, 2015 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of June 30, 2015.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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

Peruvian AFP Pension Fund Industry Statistics – June 2015

July 20, 2015 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of June 30, 2015.

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

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

Mexican Pension Fund Industry Statistics – June 2015

July 20, 2015 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2015.

Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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

Chilean AFP x AFP Investments in International Mutual Funds – February 2015

July 20, 2015 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 February 28, 2015.

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: , , , , , , , , , , ,

Peruvian AFP Investments in International Mutual Funds – June 2015

July 16, 2015 by

Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of June 30, 2015.

Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Wisdom Tree; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.

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

Ileana Salas to head global institutional sales at Santander AM

July 15, 2015 by

Salas will help build relationships with sovereign wealth funds, pension plans, investment consultants, corporates, insurers, wholesale clients and family offices.

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

BNP Paribas outlines how mandate process in Mexico could be improved

July 15, 2015 by

Noting that the Afores were born in 1997 and turn 18 in 2015, Luis Palacio, sales director of BNP Paribas Investment Partners in Mexico, says: "They have reached legal age and must be allowed to make decisions like adults."

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

Mark Mobius to step aside as lead manager of Templeton Emerging Markets trust

July 15, 2015 by

His replacement, Carlos Hardenberg, who has been part of Templeton's emerging markets team for 13 years, will relocate to London as part of the reorganization, effective October 1.

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

MFS: Investors will turn to active strategies should volatility crank up

July 15, 2015 by

"At some point, we will see additional volatility and that creates opportunity for active managers to identify risks and generate alpha," said Joe Flaherty, chief investment risk officer at MFS Investment Management.

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