Chilean AFP x AFP Investments in International Funds – January 2024

Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of January 31, 2024.

Companies mentioned in this report: iShares, Schroders, JPMorgan, Vanguard, Baillie Gifford, DWS, PIMCO, Allianz, Robeco, Ninety One, Veritas, Dimensional, Goldman Sachs, Aberdeen Standard, Invesco, State Street, Lord Abbett, Axa, BNP Paribas, UBS, Lazard, Man GLG, PineBridge, Moneda, Pictet, GAM, BlueBay, Barings, HSBC, Nomura, LarrainVial, Berenberg, Vontobel, Amundi, Fidelity, Janus Henderson, BTG Pactual, Credit Suisse, BlackRock, Franklin Templeton, Eastspring, Toesca, Compass, EQT Partners, Banchile, Independencia, Morgan Stanley, Oaktree, Bci, Golub Capital, CMB LV, Security, CVC CP, Nordea, Neuberger Berman, DoubleLine, Blackstone, Credicorp Capital, Lexington, Bice, KKR, Capital Advisors, AllianceBernstein, Santander, HPS IP, Thoma Bravo, Apax, StepStone, Cinven, CMB Prime, Frontral, Hamilton Lane, Carlyle, Antin Infrastructure Partners, Ardian, Aviva Investors, Clayton Dubilier & Rice, Hellman &Friedman, Partners Group, Vista Equity Partners, HarbourVest, Van Eck, Edmond de Rothschild, NN IP, Ares, Avenue Capital Group, Link CP, MainFirst, Warburg Pincus, Oak Hill Advisors, LGT Capital Partners, Ameris, Insight Capital Partners, Acadian, Platinum Equity, Permira, TIAA-CREF, Triton Partners, AZ Multi Asset, Ashmore, Coller IP, TPG GenPar, Intermediate Capital Group, Matthews, Cerberus CM, Harrison Street, IK Investment Partners, EFG, Mirae, William Blair, DIF Capital Partners, Candriam, Legal & General, Lone Star, Muzinich, Carval Investors, Strategic Value Partners , Infravia Capital, XLC, Bradesco, Lyxor, BMO, Strategic Partners, Scotia, Genstar Capital, Zurich, Linzor CP, Itaú, Apollo, Volcom Capital, La Financière de l'Echiquier, WisdomTree, ICG, Falcom Capital, Southern Cross, T. Rowe Price, ODDO BHF, Landmark, Altamar, Fortress, Columbia Threadneedle, Habitat, Provida, Cuprum, Capital, Modelo, Planvital, Uno.

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CCR Monthly Approval Report – May 2024

BNP Paribas, Credicorp Capital, JP Morgan, Morgan Stanley, PIMCO, Theam Quant, Eurazeo and Kinderhook were the fund sponsors gaining approval for new products.

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Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – April 2024

Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of April 30, 2024.

Companies mentioned in this report: iShares, Vanguard, State Street, JPMorgan, Morgan Stanley, Schroders, Baillie Gifford, Groupama, UBS, Wellington, Allianz, Fidelity, Natixis, BNP Paribas, Vontobel, BlackRock, DWS, Invesco, Comgest, Veritas, AllianceBernstein, MFS, SPARX, Janus Henderson, Abrdn, Ninety One, BBH, Robeco, WisdomTree, Franklin Templeton, Barings, Man GLG, NN IP, PIMCO, Matthews, T. Rowe Price, GAM, Lyxor, HSBC, Neuberger Berman, Amundi, GuardCap, Pictet, Credit Suisse, Global X, Credicorp Capital, Lord Abbett, La Française, Goldman Sachs, KraneShares, Sky Harbor, First Trust, BTG Pactual, ProShares, Procure, Dimensional, La Financière de l'Echiquier, Porvenir, Protección, Colfondos, Skandia.

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Brazilian increased demand for international investment encourage asset managers

Diversifying internationally not only provides access to additional markets but can also help mitigate specific risks of the local market and potentially increase portfolio resilience. It grants significant long-term benefits to institutional investors, said Isabella Nunes, responsible for investor relations at JP Morgan AM. 

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BTG Pactual raises more than USD 1 billion for Strategic Capital investment strategy

Strat Cap is a strategy within BTG Pactual’s International Private Markets group and is an opportunistic investment strategy focused on asset-oriented businesses, bringing a partnership approach to investing in both sponsor backed and non-sponsor businesses.

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Victor Arakaki joins JHSF Capital to expand international fund raising

Arakaki will head JHSF Capital's global fundraising efforts among institutional investors and wealth-management firms, starting with the Latin American markets.

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iCapital introduces its first model portfolio for alternative investments

“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital.

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Vontobel strengthens US distribution team with two new hires

The newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts in the US market.

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Schroders Capital partners with iCapital to widen access to semi-liquid global private equity strategy

The new collaboration supports Schroders Capital in meeting increased demand for private market investment opportunities from the wealth management channel.

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Cuatro Torres Capital invita a evento de Crédito Privado en Miami

Se celebrará el próximo ocho de mayo en el Four Seasons de Miami y contará con la presencia de cuatro destacados gestores:  Andres Lucas de DelGatto DFF; Demian Waldman de Confidas; Alex Horn de BridgeInvest y Stuart Wilson de OCP Asia.