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Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – August 2016

September 12, 2016 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 August 31, 2016.

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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Credicorp takes over Andean distribution for State Street

September 11, 2016 by

The tri-national firm had been looking for a passive manager for its distribution business, to complement its roster of traditional and alternatives firms, said Credicorp's Ignacio Montes, regional director of institutional distribution.

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BTG Pactual Chile names new group heads

September 8, 2016 by

Fernando Massú, ex CEO of Corpbanca, has taken over as BTG's president, in replacement of Juan Andres Camus. New heads of the fund-management and brokerage arms were also named.

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CCR Monthly Approval Report – August 2016

September 7, 2016 by

HSBC led with three mutual funds - two of them fixed-income products and one equity - while BNY Mellon and Lazard followed with two funds each. The list was completed by fund listings from Nordea and GAM, while State Street listed a real-estate ETF from its SPDR family.

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First Trust gains access to Chilean investors via alliance with BCI

September 7, 2016 by

“We are focused on building a team worthy of the clients we have the privilege of working with in Chile and across Latin America," said Codie Sanchez-Baker, head of Latin America and US Offshore Distribution at First Trust.

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LarrainVial installs UBAM as subadvisor for European fund, replacing EDM

September 7, 2016 by

Larrain said it made the switch after reviewing several managers, and found that "UBAM was the firm that best fit our investment philosophy, with processes and standards at the maximum level in the European fund industry."

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Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – August 2016

September 7, 2016 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of August 31, 2016.

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

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Chilean AFP x AFP Investments in International Mutual Funds – April 2016

September 6, 2016 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 April 30, 2016.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; 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; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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Moneda taps Rojas to head its HNW segment

August 28, 2016 by

Traditionally an institutional manager, Moneda has been making inroads into the private-client segment, in response to demand from wealthy Chileans and the need to diversify the composition of its investor base and product lines.

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Chilean AFPs are latest targets of populist fury

August 25, 2016 by

The pension industry and the global fund community that serves the market were stunned by the sudden surge of discontent with the privatized system, which was sparked by news of hefty pensions still received by state employees.

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