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

April 7, 2015 by

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

Chilean Life Insurer Investments in International Funds – December 2014

April 7, 2015 by

Excel workbook detailing Chilean life insurer 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 December 31, 2014.

Companies mentioned in this report: ING; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroder; Oppenheimer; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; Euro America; Consorcio Nacional; Chilena Consolidada; Sura; Cruz del Sur; Principal; Bice; Corp; MetLife; Penta; Bci; Ohio National; Security.

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

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

April 6, 2015 by

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

Chilean AFP x AFP Investments in International Mutual Funds – November 2014

April 6, 2015 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 November 30, 2014.

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: , , , , , , , , , , ,

A second ex-Sura CIO lands at HMC Itajubá

April 1, 2015 by

Mogrovejo is the second former CIO of a regional Sura-owned pension fund to join HMC Itajubá in the last 24 months. The first was Daniel Dancourt, previously CIO of Integra in Peru. Together, they managed approximately USD 50 billion in Sura pension AUM.

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

Fitch affirms Sura Asset Management at BBB+

April 1, 2015 by

SUAM's ratings reflect its strong credit profile based on its leading regional franchise, consistent performance, strong operating environment, diversified, stable earnings, sound leverage and debt service ratios, ample expertise and sound risk management, said Fitch.

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

CCR Monthly Approval Report – March 2015

March 31, 2015 by

While Vanguard led with six ETFs registered in the month, all of them UCITs products, BlackRock and Morgan Stanley each won approval for three of their mutual funds.

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

Western Asset readies global funds for local launch in Brazil

March 26, 2015 by

Brazilian-based Western Asset is planning to launch funds with strategies in global fixed income in early July, when CVM Instruction 555 comes into force. The instruction brought major changes to investment funds, including making it easier to create and distribute funds of cross-border funds.

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

Franklin Templeton’s ex-country head Heitor de Souza Lima leaves firm

March 26, 2015 by

With the arrival of longtime US-based Templeton sales executive Marcus Vinicius Gonçalves in 2013, Lima went from country manager to sales manager, with responsibilities for the retail distribution area.

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

First Trust wins approval to sell AlphaDEX ETFs in Chilean market

March 26, 2015 by

The CCR's action has enabled First Trust to "further expand the footprint of our merit-based AlphaDEX ETFs into a new institutional market," said Dan Lindquist, managing director of First Trust.

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