Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of June 30, 2018.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
Archives for July 2018
Chilean Mutual Fund Industry Statistics – June 2018
July 20, 2018 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2018.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; EuroAmerica; Fintual; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.
Mexican Pension Fund Industry Statistics – June 2018
July 17, 2018 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2018.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – June 2018
July 17, 2018 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, 2018.
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.
Morgan Stanley jumpstarts Latam Offshore distribution with Arakaki hire
July 16, 2018 by
A veteran in Latin American distribution circles, Victor Arakaki got his start in asset management at HSBC Brasil in 2007, where he remained until 2014, when he joined Deutsche Asset Management/DWS.
Ardian’s arrival in Chile leaves Volcom unfazed
July 15, 2018 by
Volcom has renewed its contractual conditions with Ardian with view to playing a leading role in the firm’s plans for penetration of the region.
Wells Fargo: investors are optimistic but still wary of market volatility
July 15, 2018 by
“Investors appear to be sleeping with one eye open," says Erik Davidson, CIO of Wells Fargo Private Bank. "They are optimistic, but they have clear concerns about what factors could impact markets and drive volatility.”
Amundi debuts in Mexican ETF market with its “green” vision
July 15, 2018 by
The European giant will debut a low-carbon and a floating-rate ETF in dollars which, like Amundi's active strategies, focus on obtaining good returns for clients, while generating positive impacts on climate, social responsibility and good governance.
Ardian hires Compass exec to head its new Chilean distribution office
July 14, 2018 by
Nicolas Gazitua, who spent the last seven years in a sales role at Compass Group, will lead the alternatives manager's Santiago-based team, in coordination with NY co-heads Mark Benedetti and Vladimir Colas.
AFP Habitat publishes its new policy for alternatives amid management shakeup
July 14, 2018 by
Alejandro Bezanilla, moved from CIO to CEO, Meanwhile, Carolina Mery, newly appointed CIO, explained Habitat's approach to the use of alternatives in the context of their investment policy published on June 26.
