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League Table – Assets Gathered by Cross-Border Fund Managers – Chilean Institutional Market – December 2014

March 7, 2015 by

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers. Period: three months ending December 31, 2014.

Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Investec; Axa; Schroders; Fidelity; Pioneer; JP Morgan; Invesco; BNP Paribas; State Street; Robeco; Dimensional; Julius Baer; BlackRock; BNY Mellon; Deutsche; Goldman Sachs; Pictet; Ashmore; PIMCO; BlueBay; WisdomTree; Threadneedle; Vontobel; ING; Matthews Funds; Allianz and Others.

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Chilean AFP x AFP Investments in International Mutual Funds – October 2014

March 6, 2015 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, 2014.

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; 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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Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – February 2015

March 6, 2015 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of February 28, 2015.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG; Pactual; Deutsche; Dimensional; DWS; Edmond Rothschild; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; M&G; Matthews; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroder; SEB; State Street; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree

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Chilean Monthly AFP Report Statistics – January 2015

March 4, 2015 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, 2015.

Companies mentined 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; 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; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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CCR takes no action on HSBC funds in recent meeting

March 3, 2015 by

The CCR generally takes into consideration the potential for heightened "reputational risk" of an approved fund sponsor, which could impact system returns or negatively influence Chileans' perceptions of the pension system itself.

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

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – January 2015

March 3, 2015 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, 2015.

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.

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Latin American Pension Fund Investments in Cross-Border Securities – December 2014

March 3, 2015 by

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2009 through 2013, and as of December 31, 2014.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , ,

CCR Monthly Approval Report – February 2015

March 2, 2015 by

A total of 14 products were added in February to the list of approved instruments to receive investments from Chilean Pension Managers (AFPs). Schroders led with eight mutual funds, all of them equity products, followed by PIMCO with two mutual funds and First Trust with two ETFs. Eastspring and Fidelity completed the list each with one approval mutual fund.

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

Regional Pension Fund Managers Industry Statistics – December 2014

February 23, 2015 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of December 30, 2014.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; INvercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Afirme Bajío; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , ,

Allfunds Bank strengthens regional team with hiring of Soraya Kamel

February 18, 2015 by

Kamel is a finance professional who has extensive experience in fund analysis and fund selection services, having worked for leading companies in this market such as Morningstar, Vision Advisors and Edmond de Rothschild AM.

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