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Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – October 2017

November 14, 2017 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 October 31, 2017.

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.

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Holdings Report – Chilean AFP Investment in Cross-Border Securities – October 2017

November 13, 2017 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 October 31, 2017.

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.

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

November 8, 2017 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 June 30, 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.

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Chilean market approves of investment limits on alternatives

November 8, 2017 by

The more aggressive multifunds will eventually be able to allocate up to 15% of their assets to alternatives; however, initially the Central Bank is allowing a maximum of 10% in the type A fund.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , , , ,

Chilean AFP flows to Europe and Asia topped USD 1 billion in September

November 7, 2017 by

Chilean AFP assets in cross-border funds and ETFs reached USD 71.8 billion at the close of 3Q 2017. Henderson, Allianz, UBS and Investec products enjoyed high levels of inflows for the month.

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EuroAmerica and MSCI partner on Chilean small-cap ETF

November 7, 2017 by

Amid a run-up in equity valuations, the two firms are trying to respond to higher levels of investor interest in local exposure.

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CCR Monthly Approval Report – October 2017

November 7, 2017 by

While First Trust led with four ETFs registered in the month, while AllianceBernstein, Axa, LarrainVial and Credicorp Capital also won approval for funds of their own.

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GAM funds prove irresistible to Andean institutions in 2017

November 7, 2017 by

Vivian Borzutzky, who oversees distribution of GAM products in the Andean institutional market, notes that both niche and traditional products have propelled the brand's growth in 2017.

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LarrainVial strengthens operations in United States

November 7, 2017 by

Juan Andrés Pinilla’s main task will be to market LV products to private banks, family offices and institutions managing offshore assets of mostly Latam clients. He will be based in Miami.

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Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – October 2017

November 3, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of October 31, 2017.

Companies mentioned in this report: Van Eck; EuroAmerica; Aberdeen; Invesco; Fidelity; Henderson; Franklin Templeton; GAM; JP Morgan; Matthews; Schroders; Baring; BNY Mellon AM; Vontobel; Allianz; Investec; Eastspring; UBS; Deutsche; Tokio Marine; BlackRock; Nordea; Ashmore; Wellington; iShares; F&C; Eurizon; Pictet; Candriam; HSBC; BNP Paribas; State Street; Threadneedle; Julius Baer; Robeco; Dimensional; Pioneer; Vanguard; Natixis; BlueBay; Goldman Sachs; Credit Suisse; AB; Morgan Stanley; Aviva Investors; Nomura; MFS; Security; Man; AQR; Axa; PIMCO; Oaktree; Neuberger Berman; NN IP; Rogge; Muzinich; TIAA-CREF; WisdomTree; Moneda.

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