League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean AFP Market – May 2025

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Chilean pension funds market (AFPs). Also includes monthly inflows / outflows and market share. Data as of May 31, 2025

Companies mentioned in this report: iShares, Schroders, JPMorgan, Vanguard, Baillie Gifford, DWS, PIMCO, Allianz, Robeco, Ninety One, Veritas, Dimensional, Goldman Sachs, Abrdn, Invesco, State Street, Lord Abbett, Axa, BNP Paribas, UBS, Lazard, Man GLG, PineBridge, Pictet, GAM, BlueBay, Barings, HSBC, Nomura, Berenberg, Vontobel, Amundi, LarrainVial, Fidelity, Janus Henderson, Moneda, Credit Suisse, BlackRock, Franklin Templeton, Eastspring, Morgan Stanley, Nordea, Neuberger Berman, DoubleLine, AllianceBernstein, Credicorp Capital, Aviva Investors, Security, Van Eck, BTG Pactual, Edmond de Rothschild, NN IP, MainFirst, Oaktree, Acadian, TIAA-CREF, Santander, AZ Multi Asset, Ashmore, Bci, Matthews, EFG, Mirae, William Blair, Candriam, Legal & General, Muzinich, Bradesco, Lyxor, BMO, Zurich, Itaú, La Financière de l'Echiquier, WisdomTree, T. Rowe Price, ODDO BHF.

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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – March 2025

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending March 31, 2025.

Companies mentioned in this report: iShares, Schroders, JPMorgan, PIMCO, DWS, Allianz, Ninety One, Vanguard, Robeco, Baillie Gifford, UBS, Aberdeen Standard, Veritas, State Street, Goldman Sachs, BNP Paribas, Invesco, Amundi, Pictet, Lord Abbett, Man GLG, Barings, GAM, Axa, PineBridge, Dimensional, BlueBay, Morgan Stanley, Fidelity, HSBC, Nomura, Credit Suisse, Janus Henderson, Lazard, Vontobel, BlackRock, Nordea, Moneda, Santander, LarrainVial, Berenberg, AQR, EFG, NN IP, Neuberger Berman, Ashmore, Franklin Templeton, Eastspring, Bci, Security, Van Eck, Credicorp Capital, TIAA-CREF, DoubleLine, Principal, Aviva Investors, AllianceBernstein, Mirae, T. Rowe Price, BTG Pactual, Oaktree, PGIM, Lyxor, MainFirst, BMO, Columbia Threadneedle, Legg Mason, Wellington, MFS, Ark, Acadian, Edmond de Rothschild, WisdomTree, Candriam, Degroof Petercam, Muzinich, Quadriga, Gavekal, Direxion Shares, William Blair, Legal & General, Zurich, Manulife, Matthews, EDM, Groupama, Bradesco, Comgest, First State, Uti Goldfinch Funds, Wells Fargo, Itaú, Lombard Odier, AZ Multi Asset, Source, KraneShares, TCW, Ossiam, Fisher Investments, La Financière de l'Echiquier, Tokio Marine, Global X, First Trust, Natixis, Barclays, ODDO BHF, Virtus, SPARX, RAM Active Inv., Brown Advisory, M&G, Proshares, BNY Mellon AM, Jupiter, La Française, John Hancock, Swisscanto, Alquity, Amplify, ETFMG, US Global Investors, Ethos, Carlisle, FlexShares.

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CCR Monthly Approval Report – April 2025

A total of five products were added in the month from five different asset managers: Aviva Investors, BlackRock, Tocqueville, Court Square Capital and Great Hill Partners.

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Brazilian Investors navigate global turbulence with private credit funds and ETFs in 1Q25

International platforms played a "crucial role" in attracting high-net-worth and private banking investors, reflecting a growing search for portfolio diversification, noted Isabella Nunes, responsible for investor relations at JP Morgan AM.

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HMC secures over USD 500 million in commitments for Insight Partners’ Fund XIII

The increase in commitments from Latin American investors, especially in a challenging environment, reflects Insight’s leadership and positions the firm as a leading tech GP in the region, noted Ricardo Morales, co-founder and executive chairman at HMC.

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Brazilian international fund outflows surge amid recent exchange rate volatility

International investment funds faced net withdrawals of USD 2.4 billion in 2024. Yet, global credit and US equity strategies emerged as key opportunities, attracting demand from the institutional and the wealth channel.

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CCR Monthly Approval Report – January 2025

Sponsors gaining approval were Schroders, Ishares, Invesco, Nomura, Pamlico and Permira.

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CCR Monthly Approval Report – December 2024

Comgest, Lord Abbett, Jupiter, BC Partners and Novacap were the fund sponsors gaining approval for new product.

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Julius Baer to sell its domestic Brazilian business to BTG Pactual

Julius Baer will continue to service Brazilian clients from other locations. It has a presence in Mexico, Chile, Uruguay, Colombia, and Spain. As such, the Brazil International business remains unaffected.

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Itaú Private Bank taps Brown Advisory for global expansion

Fernando Beyruti, Global Head of Itaú Private Bank, highlighted the potential for this partnership to expand their advisory role in international investments. It bridges local wealth with global investment opportunities, setting a new standard for private banking in Brazil.

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