The AFPs finished October with USD 82 billion invested in cross-border funds and ETFs, 70% of which was in equities.
Archives for November 2019
CCR Monthly Approval Report – October 2019
November 19, 2019 by
Allianz, Berenberg Aktien, DoubleLine, iShares, Kotak and Zurich were the fund sponsors gaining approval for new products in the month of October.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – October 2019
November 19, 2019 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 October 31, 2019.
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.
Court case in Chile could allow AFP affiliates to take early withdrawals from pension accounts
November 18, 2019 by
The courts will soon rule on a test case that may allow Chilean AFP affiliates to withdraw their savings before retirement.
Colombian AFPs rushed back to money markets in September
November 18, 2019 by
The AFPs finished September with USD 16.9 billion invested in cross-border funds and ETFs, almost all of which was in equity funds. They decreased their total equity exposure by USD 256 million during the month.
BTG Pactual locks up regional distribution deal with T. Rowe Price, hires new sales head
November 18, 2019 by
The Chilean subsidiary of the giant Brazilian group already has distribution agreements with the firms Evli, Reliance Singapore, Solar Capital Partners, Audax, Mobius Capital and Krane Funds.
Gold ETFs may be OK’d by AFP regulator, a boon to State Street, BlackRock, Van Eck and Invesco
November 17, 2019 by
Gold ETFs will likely be approved for Chilean AFP investment in the first half of 2020, said pension superintendent Osvaldo Macías.
Becon lands distribution deal with EFG’s New Capital fund range
November 16, 2019 by
New Capital is the mutual fund arm of EFG Asset Management, a global investment manager with both a Dublin and Luxembourg range of funds.
Chilean AFPs return to Asian, Latin American equity funds in September
November 16, 2019 by
Chilean AFPs finished September with USD 78.9 billion invested in cross-border funds and ETFs, 69% of which was in equities.
Bank of America adds 40 model portfolios to Merrill Lynch Investment advisory program
November 16, 2019 by
New investment-manager model portfolios offer clients more choice and flexibility, with guidance from the company’s chief investment office.
