You are here: Home / Archives for Chile

Holdings Report – Chilean AFP Investment in Cross-Border Securities – February 2018

March 13, 2018 by

Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of February 28, 2018.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – February 2018

March 12, 2018 by

Excel workbook detailing Chilean mutual fund 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 February 28, 2018.

Companies mentioned in this report: March; Abante; Aberdeen; AdvisorShares; AllianceBernstein; Allianz; Amundi; AQR; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Baring; Baron; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Candriam; Comgest; Credit Suisse; Deutsche; Direxion Shares; Edmond de Rothschild; Eurizon; EuroAmerica; F&C; Fidelity; First State Investments; First Trust; Fisher Investments; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Jupiter; La Française AM; Legg Mason; Lombard Odier; M&G; Mandarine; Mandarine; Gestion; Manulife Matthews MFS Mirabaud Mirae Morgan Stanley Muzinich Natixis Neuberger Berman NN IP Nomura Nordea Old Mutual Pichardo AM Pictet PIMCO PineBridge Pioneer PowerShares Principal RAM Active Inv. Robeco Santander Schroders Schwab State Street T. Rowe Price Threadneedle TIAA-CREF Tokio Marine; Traditional Funds; UBS; United States Commodity Funds; Van Eck; Vanguard; Vontobel; Wellington Management; Wells Fargo; WisdomTree; Fintual.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , ,

Chilean AFP x AFP Investments in International Mutual Funds – October 2017

March 5, 2018 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 October 31, 2017.

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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

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

February 28, 2018 by

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 January 31, 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
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Chilean AFPs make their first allocation to British manager Veritas

February 27, 2018 by

The Veritas Asian Fund, managed by Ezra Sun, invests in Asia (ex Japan) and its performance has shown great consistency. In 2017, it had a return of about 50%, undoubtedly catching the attention of AFPs.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , ,

Four alternatives managers now approved in the CCR

February 27, 2018 by

Intermediate Capital Group, Oaktree Capital Management, The Carlyle Group and Ardian got the go-ahead from the risk-rating commission to offer alternatives products to the AFPs.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , ,

Chilean AFPs snapped up Asia and emerging market bonds in January

February 26, 2018 by

Emerging market bonds rivaled Asia equity for attention in January, attracting USD 702 million from Chilean AFPs. The category had USD 12.2 billion in AUM at the end of the month, making it the third-biggest allocation for the AFPs with a 13.9% share.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , ,

The iShares business in Mexico enjoyed a 38% jump in organic growth in 2017

February 26, 2018 by

In an extended interview with Fund Pro Latin America, Nicolas Gomez, head of iShares for Latin America and Iberia, discussed the scope of ETF business in the region and BlackRock's asset-gathering approach from a distribution and product perspective.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , ,

ETF providers seek to fill “commodity gap” in AFP investment regime

February 26, 2018 by

While commodities are off limits in AFP portfolios, ETF distributors are promoting products that have high correlation to various commodities and offer negative correlation to pension portfolios. Alberto Menéndez of Credicorp Capital, distributor of State Street, is among them.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , ,

Chilean Monthly AFP Report Statistics – January 2018

February 15, 2018 by

Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of January 31, 2018.

Companies mentined in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; Baring; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Deutsche Bank AG; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Nevasa HMC; Nordea; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Santander; Schroder; SEB; Security; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; Tokio Marine; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,
« Previous Page
Next Page »