Tracking the Activities of Global Asset Managers in Latin America
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2023.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
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.
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.
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.
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.
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.
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.
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.
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.
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
