A total of 23 mutual funds were added in November to the list of approved instruments to receive investments from Chilean Pension Managers (AFPs). BNP Paribas led with 14 funds registered in the month, followed by Vontobel (3) and Allianz (2).
League Table – Assets Gathered by Latin American Mutual Fund Managers – September 2014
December 2, 2014 by
This league table provides a ranking of Latin American Mutual Fund Managers, domiciled in Argentina, Brazil, Chile, Colombia, Mexico and Peru, by AUM. It also includes annual growth/loss and percentage change . Data as of September 30, 2014.
Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Caixa Econômica Federal; Santander; BTG Pactual; HSBC; Citigroup; BBVA; Credit Suisse; Safra Asset Mgt.; Votorantim; JP Morgan; Legg Mason; BNY Mellon AM; Grupo Sura; Banchile; BNP Paribas; Scotia; Banorte - Ixe; Inbursa; Vinci Partners; Opportunity; Sul America Investimentos; Actinver; Intrag; BRL Trust; Bci; BCP; Quantitas; Morgan Stanley; BW; GPS - CFO; JGP; Icatu; SPX; Porto Seguro; Pátria; GBM; Integral Investimentos; GAP Prudential; Banrisul; Plural Capital; Principal; Grupo Aval; Security; Mapfre; Riviera; LarrainVial; Bice; Oliveira Trust ; BancoEstado; Alfa; Nafinsa; Pragma; Davivienda; BNB; Dynamo; Kinea; Kondor; Planner; Modal; Merrill Lynch; Schroders; Petra; Geracao Futuro; Solidus; Alianza; Everest; Reliance; Interacciones; CorpBanca; Consenso; Ibiuna; Global Equity / Global Capital; Banco Clássico; UBS; Peninsula; Fator; Franklin Templeton; Gerval; Phronesis Investimentos; Polo Capital; BBM; Ventor; Valmex; Vector; Mercatto; Claritas; Pellegrini; BRZ; Perfin; Ipanema; Advisor; Fiducor; Quest; Galicia Adm. de Fondos; Squadra Investimentos; Tarpon; Lorinvest.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2014
December 2, 2014 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending September 30, 2014.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
League Table – Assets Gathered by Cross-Border Fund Managers – Chilean Institutional Market – September 2014
December 2, 2014 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers. Period: three months ending September 30, 2014.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Investec; Axa; Schroders; Fidelity; Pioneer; JP Morgan; Invesco; BNP Paribas; State Street; Robeco; Dimensional; Julius Baer; BlackRock; BNY Mellon; Deutsche; Goldman Sachs; Pictet; Ashmore; PIMCO; BlueBay; WisdomTree; Threadneedle; Vontobel; ING; Matthews Funds; Allianz and Others.
Regional Mutual Fund Managers Industry Statistics – September 2014
December 1, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2014.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
Regional Pension Fund Managers Industry Statistics – September 2014
December 1, 2014 by
Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of September 30, 2014.
Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; INvercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Afirme Bajío; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat.
Peru – AFP Report Statistics – June 2014
December 1, 2014 by
Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of June 30, 2014.
Companies mentined in this report: iShares, State Street, PowerShares, Henderson, Van Eck, Pioneer, Dimensional, Allianz, Pictet, Julius Baer, Deutsche, Vanguard, Muzinich, Threadneedle, Franklin Templeton, ING, Janus, Aberdeen, JP Morgan, Morgan Stanley, Matthews, Investec, Robeco, Fidelity, Schroders, Axa, BNY Mellon, BNP Paribas, MFS, LarrainVial, Integra, Prima, Profuturo, Habitat.
Chilean Life Insurer Investments in International Funds – September 2014
November 28, 2014 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 September 30, 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.
Trends in the Latin American Institutional Marketplace: Cross-Border Distribution Strategies
November 28, 2014 by
Latin Asset Management has teamed up with Cerulli Associates to publish its second report of the year, this time a 170-page effort that focuses exclusively on current trends that are driving institutional investor demand for cross-border products in Brazil, Mexico, Chile, Colombia, and Peru. The report, which includes 97 exhibits, was written entirely by Latin Asset Management’s team of regional analysts and is based on field research conducted in the third quarter of 2014. This report is available for purchase by contacting Cerulli Associates directly.
Brazilian Mutual Fund Managers Industry Statistics – October 2014
November 28, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of October 31, 2014.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.
