"We continue to see increased interest in ETFs, given the structural benefits and convenient exposure to important asset classes," said CEO Jonathan Steinberg.
Archives for December 2017
Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – November 2017
December 13, 2017 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. Data as of November 30, 2017.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Morgan Stanley; Vontobel; JP Morgan; Schroders; Goldman Sachs; Advent; WisdomTree; MFS; Franklin Templeton; NB; Blackstone; Partners Group; BlackRock Robeco; Investec; Pictet; Harbour Vest; NN IP; Julius Baer; Threadneedle; Carlyle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; Southern Cross; Finesa; Coller; Apollo; BBH; BNP Paribas; Axa; Warburg Pincus; PineBridge; GSP; Alp; Pomona; Pioneer; BBVA Bancomer; Horizons; AB; Deka; Bain; Court Square; Capital Partners; Ardian; Quilvest; PIMCO; River Stone Carlyle; BNY Mellon; Az Multi Asset; Amundi; Mandarine; Allianz; AllianceBernstein; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Alianza; Colseguros; Popular.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – November 2017
December 13, 2017 by
Excel workbook detailing Mexican 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. Data as of November 30, 2017.
Companies mentioned in this report: AllianceBernstein; Aberdeen; Actinver; Amundi; Axa; BBVA; BlackRock; Compass; Deutsche; Direxion Shares; Exane; Fidelity; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Investec; iShares; Janus Henderson; JP Morgan; Lyxor; Man; MFS; Moneda; Morgan Stanley; Natixis; Old Mutual; Pictet; PIMCO; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Union Bancaire Privée; Van Eck; Vanguard; Wellington; WisdomTree; Banamex; Scotia; Ixe; Valmex; Sura; GBM; Inbursa; HSBC; Finaccess; Vector; Invex; Interacciones; CI Fondos; Intercam; Invercap; Afirme; Monex; BNP Paribas ; Akaan Transamerica.
Natixis: Institutional investors embrace active managers amid fears of bubble, increased volatility
December 13, 2017 by
“Investors are facing unprecedented challenges as central banks unwind the easy money policies that have dominated the markets since the financial crisis and prepare for the first challenging bond market in more than a generation,” said Natixis's David Giunta.
Headstrong millennials take financial planning into their own hands
December 13, 2017 by
“As we observe how Americans look at their financial future, younger generations continue to rewrite the rules for the rest of us,” said Aron Levine, head of Merrill Edge
Allfunds sees opportunity in pension and wealth markets across Latam
December 13, 2017 by
Laura González, newly-named head of Allfunds' business in Iberia and Latin America, sees great opportunity in Mexico and Brazil and in onshore wealth management in general.
Alternatives registration already underway in Chile
December 13, 2017 by
Managers that already have investments via feeder funds can submit their approval directly, while new firms will have to gain sponsorship from an AFP.
Advisors working more in teams but not collaborating on decision-making, says Janus-backed study
December 13, 2017 by
“Extraordinary teamwork is crucial for delivery of a remarkable client experience and to the success of an advisor practice in today’s dynamic wealth management industry,” says John L Evans Jr., executive director of Janus Henderson Labs.
Brazilian pensions less likely to invest abroad despite new resolution facilitating use of local feeders
December 13, 2017 by
A new rule intended to make it easier for Brazilian pensions to allocate to feeder funds investing in cross-border funds is so confusing that it may have the effect of causing redemptions from these products, at least until there is clarification.
Holdings Report – Chilean AFP Investment in Cross-Border Securities – November 2017
December 12, 2017 by
Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of November 30, 2017.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.
