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Archives for February 2019

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – September 2018

February 28, 2019 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of September 30, 2018.

Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; Deutsche; First Trust; GAM; Goldman Sachs; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

Mutual fund flows in Brazil slowed to USD 23 billion in 2018

February 28, 2019 by

After a record-shattering year in 2017, inflows into Brazilian mutual funds slowed considerably, a reflection of reduced yields on bond products and uncertainty over presidential elections. Equity and mixed funds did enjoy inflows nonetheless.

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

Natixis: Equities accounted for 2/3 of 2018 losses after driving 2017 gains

February 27, 2019 by

Moderate-risk portfolios that saw double-digit gains aided by overweight allocations to equities in 2017 suffered grave losses in 2018 due to overexposure to the same asset class, said Natixis's Marina Gross.

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

Singular signs distribution alliance with local brokerage Fynsa

February 27, 2019 by

Chilean brokerage firm Fynsa has signed on to sell locally-domiciled ETFs created by Singular, a new asset manager made up of ex-Inversiones Security executives.

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

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – September 2018

February 27, 2019 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 September 30, 2018.

Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; Deutsche; First Trust; GAM; Goldman Sachs; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

Finally! Mexican Afores can now invest in active mutual funds

February 27, 2019 by

Long-awaited rules published by the Consar risk committee showed a bias to large managers (USD 50 billion minimum AUM) and stringent fee caps on active funds (65 bps maximum for equity funds).

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

Colombian AFPs favor emerging-markets equities in choppy market

February 27, 2019 by

Led by iShares MSCI Emerging Markets ETF, the emerging-markets-equity category attracted USD 140 million from AFPs in an otherwise poor December for cross-border firms.

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

Peruvian Mutual Fund Industry Statistics – December 2018

February 26, 2019 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2018.

Companies mentioned in this report: BBVA Fondos Continental; AdCap; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura; Faro Capital.

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

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – January 2019

February 26, 2019 by

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly NNI data, 30-day % change, month-end assets and market share by managers. Data as of January 31, 2019.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, 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: , , , , , , , , ,

Brazilian Mutual Fund Managers Industry Statistics – January 2019

February 26, 2019 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of January 31, 2019.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, 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: , , , , , , , ,
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