“Investors are not yet ‘max bearish.' They have yet to accept that we are already well into a normal, cyclical recession/bear market,” says BofA Merrill Lynch's Michael Hartnett.
Archives for January 2016
Natixis boosts marketing team with Santander hire
January 21, 2016 by
The appointment of Natalia García Martín-Andino aims at boosting Natixis’ Iberian and Latin American business.
Peruvian AFP Pension Fund Industry Statistics – December 2015
January 21, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – December 2015
January 20, 2016 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 December 31, 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.
Mexican Pension Fund Industry Statistics – December 2015
January 20, 2016 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2015.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
AFP Planvital names new chief of foreign investment
January 20, 2016 by
The new head replaces Javiera Prado, who left to join Vision Advisors as institutional manager some months ago.
Chilean AFP Pension Fund Industry Statistics – December 2015
January 20, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – August 2015
January 20, 2016 by
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. Data as of August 31, 2015.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
Flow Report – Chilean Mutual Fund Manager (AGF) Investments in Cross-Border Funds and ETFs – December 2015
January 20, 2016 by
Excel workbook detailing inflows / outflows of Chilean mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of December 31, 2015.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Banchile; BancoEstado; Baring; Baron; BBVA; Bci; Bestinver; Bice; BlackRock; Blackstone Asia; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; CorpBanca; Credit Suisse; Cruz del Sur; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; Euroamerica; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IM Trust; IndexIQ; ING; Invesco; Investec; iShares; Itaú; JP Morgan; Julius Baer; Jupiter; La Française AM; LarrainVial; Legg Mason; Lombard Odier; M&G; Matthews Funds; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Penta; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Principal; Proshares; Raiffeisen; REYL; Robeco; Santander; Schroders; Schwab; Scotia; Security; SEI; Skandia; State Street; Sura; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM; Zurich; Banchile; Santande; Bice; Sura; Scotia; Euroamerica; Zurich; CorpBanca; BCI; BTG Pactual; BBVA; Principal; Penta; BancoEstado; IM Trust; Itaú; Cruz del Sur; LarrainVial; Security.
Latin American Asset-Gathering Strategies 2016: Cross-Border Distribution to High-Net-Worth and Pension Markets
January 19, 2016 by
Latin Asset Management has again teamed with long-time strategic partner Cerulli Associates to publish a report that sizes the market for cross-border funds and ETFs in the Latin American wealth and pension markets.
