Chilean Life Insurer Investments in International Funds – June 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 June 30, 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.

This content is reserved for our licensees.

Register

Already a member? Log in here

AFPs step back from Europe, Asia and Latin America amid trade tiffs

Chilean AFP pension managers pulled USD 1.3 billion of assets from cross-border funds and ETFs in June, backing away from European, Latin American and Asian equities.

This content is reserved for our licensees.

Register

Already a member? Log in here

Redeemable funds in Chile have gathered USD 5.2 billion in AUM

Luis Alberto Letelier, president of the ACAFI, says redeemable funds - which increasingly invest in funds of global managers - have opened a great tax-efficient opportunity for affluent Chilean investors.

This content is reserved for our licensees.

Register

Already a member? Log in here

Chilean Mutual Fund Industry Net New Investments (NNI) Report – June 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 June 30, 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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Chilean AFP Pension Fund Industry Statistics – June 2018

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of June 30, 2018.

Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

This content is reserved for our licensees.

Register

Already a member? Log in here

Chilean Mutual Fund Industry Statistics – June 2018

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2018.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; EuroAmerica; Fintual; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.

This content is reserved for our licensees.

Register

Already a member? Log in here

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – June 2018

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of June 30, 2018.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

This content is reserved for our licensees.

Register

Already a member? Log in here

Ardian’s arrival in Chile leaves Volcom unfazed

Volcom has renewed its contractual conditions with Ardian with view to playing a leading role in the firm’s plans for penetration of the region.

This content is reserved for our licensees.

Register

Already a member? Log in here

Ardian hires Compass exec to head its new Chilean distribution office

Nicolas Gazitua, who spent the last seven years in a sales role at Compass Group, will lead the alternatives manager's Santiago-based team, in coordination with NY co-heads Mark Benedetti and Vladimir Colas.

This content is reserved for our licensees.

Register

Already a member? Log in here

AFP Habitat publishes its new policy for alternatives amid management shakeup

Alejandro Bezanilla, moved from CIO to CEO, Meanwhile, Carolina Mery, newly appointed CIO, explained Habitat's approach to the use of alternatives in the context of their investment policy published on June 26.

This content is reserved for our licensees.

Register

Already a member? Log in here