Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – January 2017

Excel workbook detailing Chilean mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class and regional investment focus. Data as of January 31, 2017.

Companies mentioned in this report: March; Abante; Aberdeen; AdvisorShares; AllianceBernstein; Allianz; Amundi; AQR; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Baring; Baron; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Candriam; Comgest; Credit Suisse; Deutsche; Direxion Shares; Edmond de Rothschild; Eurizon; EuroAmerica; F&C; Fidelity; First State Investments; First Trust; Fisher Investments; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Jupiter; La Française AM; Legg Mason; Lombard Odier; M&G; Mandarine; Mandarine; Gestion; Manulife Matthews MFS Mirabaud Mirae Morgan Stanley Muzinich Natixis Neuberger Berman NN IP Nomura Nordea Old Mutual Pichardo AM Pictet PIMCO PineBridge Pioneer PowerShares Principal RAM Active Inv. Robeco Santander Schroders Schwab State Street T. Rowe Price Threadneedle TIAA-CREF Tokio Marine; Traditional Funds; UBS; United States Commodity Funds; Van Eck; Vanguard; Vontobel; Wellington Management; Wells Fargo; WisdomTree.

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CCR Monthly Approval Report – January 2017

A total of 16 products were added in January to the list of approved instruments to receive investments from Chilean Pension Managers (AFPs). UBAM, Allianz, BNP Paribas, Vanguard, Man, and Edmond de Rothschild were among the managers registering products.

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Merger consolidates two broker-dealer networks with deep ties to Latin America

Pending regulatory approval, Northeast Securities' international business operation will merge with Global Investor Services, creating a network with more than USD 8 billion in customer assets.

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Andbank considers expansion into Argentina

Private-banking services for Argentines have largely been relegated to Uruguay since the early 2000s, when Argentina defaulted on its debt and the banking system collapsed.

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UBS report reveals soaring investor optimism overall in early 2017

"Investors are more willing to move cash off the sidelines and increase investments, while business owners are set to increase capital spending and hiring," said Paula Polito, client strategy officer of UBS Wealth Management Americas.

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BlackRock Study: Institutional investors to put cash to work in 2017

"Reflation is set to take root this year and could well be the final prompt that institutions have needed to rethink their cash allocations and views on risk," said Edwin Conway, global head of the institutional client business at BlackRock.

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BNY Mellon expands role of Iberian head Evers to include Latam

Antonio Salvador Nasur will continue in his regional role based in Santiago, Chile, reporting directly to Sasha Evers, who is based in Madrid.

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Brazilian fund industry logs net inflows of BRL 109 billion in 2016

The fund industry reported record net inflows in December BRL 17 billion (USD 6 billion) with BRL 10 billion flowing into retirement funds (a record haul for any month), BRL 6.2 billion into fixed-income funds and BRL 2.6 billion into private-equity funds.

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Northern Trust strengthens South Florida wealth management team

Northern Trust has promoted Rick Fernandez to managing director of one of its Miami wealth advisory teams, and has hired Xavier Martinez as senior portfolio manager within that team.

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New CEO named at AFP Colfondos

Alain Foucrier Viana was named head of the Colombian pension fund Colfondos, replacing Alcides Vargas Manotas.

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