The AFPs decreased their exposure to international equity by USD 4.1 billion, while shaving USD 547 million from their holdings of fixed-income funds.
Chilean Congress floats measure to allow an additional 10% emergency withdrawal
October 13, 2020 by
If the measure were to pass and another round of redemptions was allowed, AFP AUMs could fall by as much as USD 34 billion.
CCR defines special procedure for gold securities
October 12, 2020 by
The rating commission laid out the conditions for approval, relating to the manager’s experience, quality of the custodian, and the fund size.
CCR Monthly Approval Report – August 2020
October 12, 2020 by
A total of 25 products were added in the month from seven different asset managers: iShares, M&G, BlueBay, Invesco, Ashmore, Goldman Sachs and
DIF Capital Partners.
CCR Monthly Approval Report – September 2020
October 12, 2020 by
iShares, Van Eck, WisdomTree, Invesco, State Street, Gold Bullion, Janus Henderson, Jupiter, LaSalle, Morgan Stanley, Starwood, and Strategic Value were the fund sponsors gaining approval for new products in September.
Chilean AFPs ease off equity, add to fixed income in July
October 10, 2020 by
The AFPs injected USD 447 million into cross-border funds and ETFs during the month. That brought total investments to USD 87.2 billion, 67% of which was in equities.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – June 2020
October 6, 2020 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending June 30, 2020.
Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; DWS; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – June 2020
October 6, 2020 by
Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of June 30, 2020.
Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; DWS; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – September 2020
October 6, 2020 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of September 30, 2020.
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; DWS; 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.
Chilean AFP x AFP Investments in International Funds – May 2020
October 5, 2020 by
Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of May 31, 2020.
Companies mentioned in this report: Acadian; AllianceBernstein; Allianz; Altamar; Amundi; Apax; Apollo; AQR; Ardian; Ares; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Banchile; BancoEstado; Barings; Bci; Bice; BlackRock; Blackstone; BMO; BNP Paribas; BNY Mellon AM; BTG Pactual; Capital Advisors; Carlyle; Cinven; CMB Prime; Coller IP; Compass; Credicorp Capital; Credit Suisse; CVC CP; DWS; Dimensional; Dover Street; Eastspring; Edmond de Rothschild; EQT Partners; Eurizon; EuroAmerica; Falcom Capital; Fidelity; Foresta; Fortress; Franklin Templeton; GAM; Goldman Sachs; Hamilton Lane;Harbour Vest; HarbourVest; HSBC; ICG; Independencia; Invesco; Investec; iShares; Itaú; Janus Henderson; JPMorgan; KKR; Landmark; LarrainVial; Lazard; Lexington; Linzor CP; Lord Abbett; Man; Matthews; MBI; MFS; Moneda; Morgan Stanley; Muzinich; Neuberger Berman; New Capital; NN IP; Nomura; Nordea; Oaktree; ODDO BHF; Partners Group; Pictet; PIMCO; PineBridge; Robeco; Rogge; Santander; Schroders; Security; Southern Cross; Standard Life Aberdeen; State Street; Stone Harbor; Strategic Partners; TIAA-CREF; Toesca; Tokio Marine; TPG Capital; UBS; Van Eck; Vanguard; Veritas; Volcom Capital; Vontobel; Warburg Pincus; Wellington; WisdomTree.
