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Holdings Report – Chilean AFP Investment in Cross-Border Securities – December 2015

January 12, 2016 by

Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of December 31, 2015.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

Merrill Lynch installs ex-Fiduciary Trust CEO in Coral Gables office

January 11, 2016 by

Teresa Valdés-Fauli Weintraub left Fiduciary Trust International of the South, an investment-management and private-wealth firm owned by Franklin Templeton, to join Merrill Lynch as a managing director at its Coral Gables office.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , ,

CCR Monthly Approval Report – December 2015

January 11, 2016 by

Eleven mutual funds were added in December to the list of approved instruments eligible to receive allocations from Chilean Pension Managers (AFPs). Of those, eight are domiciled in Luxembourg, two in Ireland and one in the USA.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , ,

BofA Merrill survey: Majority of investors expect three or more US rate hikes in 2016

January 11, 2016 by

“The strong dollar view is writ large across all asset, regional and sector allocations. It will take a very dovish Fed and weak US earnings to reverse the strong dollar view in 2016,” said BofA Merrill's Michael Hartnett.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , ,

Nuveen’s Bob Doll predicts tough road for S&P and better year for global stocks

January 11, 2016 by

For more than 25 years, Robert C. Doll’s annual predictions have taken a deep and thorough look at key factors he believes are positioned to meaningfully shape the economy and markets for the coming year. They further lay the foundation for the noteworthy portfolios he and his team run in the Nuveen Large Cap Equity Series.

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Filed Under: News and Trends, Private, Region Tagged With: , ,

Chilean AFP x AFP Investments in International Mutual Funds – August 2015

January 7, 2016 by

Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of August 31, 2015.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , ,

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – December 2015

January 6, 2016 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of December 31, 2015.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG; Pactual; Deutsche; Dimensional; DWS; Edmond Rothschild; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; M&G; Matthews; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroder; SEB; State Street; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – December 2015

January 6, 2016 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of December 31, 2015.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Latin American Pension Fund Investments in Cross-Border Securities – October 2015

January 5, 2016 by

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2010 through 2015, and as of October 31, 2015.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , ,

Colombia – AFP Report Statistics – October 2015

January 4, 2016 by

Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of October 31, 2015.

Companies mentioned in this report: iShares; State Street; Vanguard; Dimensional; Vontobel; Deutsche; Aberdeen; Franklin Templeton; Investec; Morgan Stanley; Robeco; BBH; JP Morgan; Schroders; NN IP; Pictet; Amundi; Matthews Funds; Fidelity; WisdomTree; MFS; Pioneer; BlackRock; PIMCO; Invesco; Deka; AllianceBernstein; BNP Paribas; BNY Mellon; AZ Fund Management; Goldman Sachs; Julius Baer; Threadneedle; Mandarine; Horizons; Allianz; Neuberger Berman; Porvenir; Proteccion; Horizonte; Colfondos; Old Mutual.

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Filed Under: Colombia, Private, Quantitative Analysis Tagged With: , , , , , , , , ,
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