Archives for April 2023

Peruvian AFP Investments in Cross Border Vehicles – March 2023

April 28, 2023 by LAM Research

Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of March 31, 2023.

Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: AFP, Aums, fondos, March 2023, pension, Pension Funds, Peru, Peruvian AFP Investments in Cross Border Vehicles, Peruvian AFP Investments in International Mutual Funds

Peru discussing a seventh withdrawal of AFP savings

April 28, 2023 by Isaias Wassermann

Meanwhile, several plans of consolidating pension schemes and even eliminating the AFPs are also being tossed about.

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Filed Under: News and Trends, Peru, Private Tagged With: Alex Contreras, Américo Gonza, Digna Calle, Juan Pichihua, Luis Elías Ávalos, Normativa, Patricia Juárez, Pension Funds, pension reform, pensiones, Regulation, Victor Cutipa, Victor Seferino Flores, withdrawals

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – March 2023

April 25, 2023 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly and year to date NNI data, 30-day % change, month-end assets and market share by managers. Data as of March 31, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, flows, funds, inflows, March 2023, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – March 2023

April 25, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2023.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Aums, Brasil, Brazil, Brazilian Mutual Fund Managers Industry Statistics, fundos, March 2023

Colombian Mutual Fund Managers Industry Statistics – March 2023

April 25, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2023.

Companies mentioned in this report: Bancolombia, Alianza, Bogotá, Davivienda, Corredores Davivienda, Credicorp Capital, BBVA, CitiValores, La Previsora, Occidente, Valores Bancolombia, Corficolombiana, BTG Pactual, Ultraserfinco, Old Mutual, Itaú-Corpbanca, Colpatria, Credicorp Capital, Progresión, Colmena, Acción, Fiduagraria, Popular, Servivalores GNB Sudameris, Servitrust GNB Sudameris, LarrainVial, Fiducoldex, Fiducoomeva, Central, SEAF Colombia, Acciones y Valores, ADCAP, Gestión, Global Securities, Compañía de Profesionales de Bolsa, Renta 4 & Global, Asesoría e Inversiones.

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Filed Under: Colombia, Private, Quantitative Analysis Tagged With: Asset Managers, Aums, Colombia, Colombian Mutual Fund Managers Industry Statistics, March 2023, Mutual Funds

Peruvian Mutual Fund Industry Net New Investments (NNI) Report – March 2023

April 21, 2023 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Peruvian mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of March 31, 2023.

Companies mentioned in this report: Scotia Perú, Credifondo, Blum, BBVA Fondos Continental, Sura, Interfondo, BTG Pactual, Faro, Independiente, El Dorado, Diviso Fondos, BD Capital, Promoinvest, Coril.