Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2020 through 2022, and as of September 30, 2023.
Latin American Pension Fund Investments in Cross-Border Securities – September 2023
November 1, 2023 by
League Table – Assets Gathered by Latin American Pension Fund Managers – September 2023
November 1, 2023 by
This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of September 30, 2023.
Companies mentioned in this report: Sura, Habitat, Principal, Banorte, Metlife, Grupo Aval, Banamex, Profuturo GNP, Coppel, PensionISSSTE, BCP, Invercap, Modelo, Scotiabank, Republica, Banco Azteca, Inbursa, Planvital, Skandia, BPDC, Popular, Banco Nacional, Grupo Rizek, Itaú Unibanco, BHD, BCR, BanReservas, BAC, Bandes, Vida Plena, CCSS-OPC, UNO, Banco General, Global Bank, Atlántico BBA Valores, Romana, JMMB-BDI, Quantia AFP Corporation.
Regional Pension Fund Managers Industry Statistics – September 2023
November 1, 2023 by
Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of September 30, 2023.
Companies mentioned in this report: Habitat, Provida, Capital, Cuprum, Modelo, Planvital, Uno, XXI Banorte, Citibanamex, Profuturo, Sura, Principal, Coppel, PensionISSSTE, Invercap, Inbursa, Azteca, Integra, Prima, Profuturo, Porvenir, Protección, Colfondos, Skandia, Progreso, Quantia, JMMB-BDI, Atlántico BBA Valores, Popular, Reservas, Romana, Crecer, Siembra, Integracion, Republica, AFAP Sura, Union Capital, BAC, BCR, BN, CCSS-OPC, VIDA PLENA OPC.
Peruvian AFP Pension Fund Industry Statistics – September 2023
November 1, 2023 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of September 30, 2023.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Colombian AFP Pension Fund Industry Statistics – September 2023
November 1, 2023 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of September 30, 2023.
Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Skandia.
Chilean AFP Pension Fund Industry Statistics – September 2023
November 1, 2023 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of September 30, 2023.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida, UNO.
Holdings Report – Assets Gathered by Cross-Border ETF Sponsors – Latin American Institutional Market – September 2023
October 31, 2023 by
Excel workbook detailing assets gathered by cross-border ETF sponsors in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Data as of September 30, 2023.
Companies mentioned in this report: BlackRock - iShares, Vanguard, State Street, JPMorgan, DWS, Invesco, WisdomTree, Van Eck, Natixis, Franklin Templeton, Amundi, Fidelity, HSBC, PIMCO, First Trust, Global X, KraneShares, and others.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2023
October 31, 2023 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending September 30, 2023.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2023
October 31, 2023 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of September 30, 2023.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – September 2023
October 31, 2023 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending September 30, 2023.
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.
