Chilean AFP x AFP Investments in International Funds – December 2018

Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of December 31, 2018.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; Banchile; BancoEstado, Bci; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Candriam; 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; Man; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Santander; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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CCR Monthly Approval Report – April 2019

iShares led with 11 ETFs registered in the month, while M&G followed with five mutual funds. Invesco, Nordea,Baillie Gifford, and Vontobel, joined the list along with four alternatives products.

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Chilean Life Insurer Investments in International Funds – March 2019

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 March 31, 2019.

Companies mentioned in this report: NN IM; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Columbia Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroders; Oppenheimer; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; EuroAmerica; Consorcio Nacional; Chilena Consolidada; Sura; Bice; MetLife; Penta; CN Life, Confuturo; Security; Mutual de Seguros de Chile; BTG Pactual.

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Sura retail offering to include locally listed JPM UCITS

The deal was made possible by JPM's listing of 29 Lux-domiciled funds on the Chilean Stock Exchange, which grants the products public-offering status

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Investa to launch independent asset-management unit in 2019

One of the founders of the new asset management firm is Luis Aliste, ex director of investments for Santander Asset Mgt., The firm will focus intensively on private debt markets.

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Chilean Mutual Fund Industry Net New Investments (NNI) Report – December 2018

Excel workbook detailing net new investments (NNI) of all locally registered Chilean mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of December 31, 2018.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; Fintual; Itaú; LarrainVial; Nevasa HMC; Principal; Santander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.

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Chilean Mutual Fund Industry Statistics – December 2018

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2018.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; Credicorp; Compass; EuroAmerica; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Zurich.

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Andres Karmelic to take CEO helm at Sura AGF

The new CEO was serving most recently as the deputy manager of fixed-income and had previously held positions at ING Chile, which was acquired by Sura.

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Chilean Life Insurer Investments in International Funds – December 2018

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, 2018.

Companies mentioned in this report: NN IM; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Columbia Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroders; Oppenheimer; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; EuroAmerica; Consorcio Nacional; Chilena Consolidada; Sura; Bice; MetLife; Penta; CN Life, Confuturo; Security; Mutual de Seguros de Chile; BTG Pactual.

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League Table – Assets Gathered by Cross-Border Fund Managers & ETF Sponsors – Chilean AGF Market – December 2018

Excel workbook detailing assets gathered by cross-border fund managers and ETF sponsors in the Chilean mutual funds market. Also includes monthly inflows / outflows and market share. Data as of December 31, 2018.

Companies mentioned in this report: Santander; Principal; Banchile; LarrainVial; BCI; Bice; Sura; Security; Cruz del Sur; CorpBanca; Security; Compass; IM Trust; BancoEstado; Euroamerica; Zurich; Penta; Scotia Ch; Itaú; BBVA; Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Baring; Baron; Bestinver; BlackRock; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; Credit Suisse; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IndexIQ; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; La Française AM; Legg Mason; Lombard Odier; Old Mutual; M&G; Manulife; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Proshares; Raiffeisen; REYL; Robeco; Schwab; SEI; State Street; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; AZ Multi Asset; Mirae; Tokio Marine; Mirabaud; Fisher Investment; AQR; Traditional Funds; Pichardo AM; Vanguard; Vontobel; WisdomTree; Yacktman AM; March.

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