You are here: Home / Archives for Peru

Peruvian AFP Investments in Cross Border Vehicles – January 2024

February 23, 2024 by

Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of January 31, 2024.

Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Peru, Colombia and Chile raise basic pensions

February 8, 2024 by

The 2023 inflation adjustment measures have been presented in the framework of the debate on the reforms to the private pension system.

This content is reserved for our licensees.

Log In Register

Filed Under: Chile, Colombia, News and Trends, Peru, Private, Region Tagged With: , , , ,

AFPs likely to begin to receive an injection of flows from pension debts next year

February 2, 2024 by

The Superintendency of Banking, Insurance and AFPs (SBS) created a mechanism for regularizing debts which would transfer around USD 1.2 billion into the Private Pension System over the next 10 years.

This content is reserved for our licensees.

Log In Register

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

Peruvian AFP Pension Fund Industry Statistics – December 2023

February 1, 2024 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 31, 2023.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – September 2023

January 30, 2024 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of September 30, 2023.

Companies mentioned in this report: iShares, State Street, Vontobel, Vanguard, Schroders, Groupama, Allianz, Comgest, Fidelity, JPMorgan, Barings, PIMCO, UBS, Veritas, Van Eck, Ninety One, Man GLG, Robeco, GAM, PineBridge, DWS, Jupiter, BNP Paribas, Ashmore, Global Evolution, Degroof Petercam, First Trust, Columbia Threadneedle, Candriam, KraneShares, Invesco, Goldman Sachs, WisdomTree, Axa, Credit Suisse, Baillie Gifford, Pictet, Santander, Ossiam, Dimensional, Amundi, Lazard, Morgan Stanley, Matthews, DMS, Lord Abbett, Edmond de Rothschild, Credicorp Capital, Franklin Templeton, Wellington, Neuberger Berman, Berenberg, Aberdeen Standard, Nordea, Nomura, Security, AllianceBernstein, AZ Multi Asset, BlueBay, NN IP, LarrainVial, Moneda, Janus Henderson, Tokio Marine, Muzinich, Uti Goldfinch Funds, HSBC, Acadia, BlackRock, Eastspring, Habitat; Prima; Profuturo; Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – September 2023

January 30, 2024 by

Excel workbook detailing inflows/outflows of Peruvian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of September 30, 2023.

Companies mentioned in this report: iShares, State Street, Vontobel, Vanguard, Schroders, Groupama, Allianz, Comgest, Fidelity, JPMorgan, Barings, PIMCO, UBS, Veritas, Van Eck, Ninety One, Man GLG, Robeco, GAM, PineBridge, DWS, Jupiter, BNP Paribas, Ashmore, Global Evolution, Degroof Petercam, First Trust, Columbia Threadneedle, Candriam, KraneShares, Invesco, Goldman Sachs, WisdomTree, Axa, Credit Suisse, Baillie Gifford, Pictet, Santander, Ossiam, Dimensional, Amundi, Lazard, Morgan Stanley, Matthews, DMS, Lord Abbett, Edmond de Rothschild, Credicorp Capital, Franklin Templeton, Wellington, Neuberger Berman, Berenberg, Aberdeen Standard, Nordea, Nomura, Security, AllianceBernstein, AZ Multi Asset, BlueBay, NN IP, LarrainVial, Moneda, Janus Henderson, Tokio Marine, Muzinich, Uti Goldfinch Funds, HSBC, Acadia, BlackRock, Eastspring, Habitat; Prima; Profuturo; Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , ,

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – September 2023

January 30, 2024 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of September 30, 2023.

Companies mentioned in this report: iShares, State Street, Vontobel, Vanguard, Schroders, Groupama, Allianz, Comgest, Fidelity, JPMorgan, Barings, PIMCO, UBS, Veritas, Van Eck, Ninety One, Man GLG, Robeco, GAM, PineBridge, DWS, Jupiter, BNP Paribas, Ashmore, Global Evolution, Degroof Petercam, First Trust, Columbia Threadneedle, Candriam, KraneShares, Invesco, Goldman Sachs, WisdomTree, Axa, Credit Suisse, Baillie Gifford, Pictet, Santander, Ossiam, Dimensional, Amundi, Lazard, Morgan Stanley, Matthews, DMS, Lord Abbett, Edmond de Rothschild, Credicorp Capital, Franklin Templeton, Wellington, Neuberger Berman, Berenberg, Aberdeen Standard, Nordea, Nomura, Security, AllianceBernstein, AZ Multi Asset, BlueBay, NN IP, LarrainVial, Moneda, Janus Henderson, Tokio Marine, Muzinich, Uti Goldfinch Funds, HSBC, Acadia, BlackRock, Eastspring, Habitat; Prima; Profuturo; Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , , ,

Peruvian Mutual Fund Industry Statistics – December 2023

January 26, 2024 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2023.

Companies mentioned in this report: Scotia Perú, Credifondo, Blum, BBVA Fondos Continental, Sura, Interfondo, BTG Pactual, Faro, Independiente, El Dorado, Diviso Fondos, BD Capital, Promoinvest, Coril, Prudential, Blanco.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , ,

Peruvian AFP Investments in Cross Border Vehicles – December 2023

January 23, 2024 by

Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of December 31, 2023.

Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Peru – AFP Report Statistics – August 2023

January 9, 2024 by

Excel workbook detailing investments of each Peruvian pension funds to international managers. Includes names of all funds as well as amounts invested in each. Data as of August 31, 2023.

Companies mentioned in this report: iShares, State Street, Vontobel, Vanguard, Schroders, Groupama, Allianz, Comgest, Fidelity, JPMorgan, Barings, PIMCO, UBS, Veritas, Van Eck, Ninety One, Man GLG, Robeco, GAM, PineBridge, DWS, Jupiter, BNP Paribas, Ashmore, Global Evolution, Degroof Petercam, First Trust, Columbia Threadneedle, Candriam, KraneShares, Invesco, Goldman Sachs, WisdomTree, Axa, Credit Suisse, Baillie Gifford, Pictet, Santander, Ossiam, Dimensional, Amundi, Lazard, Morgan Stanley, Matthews, DMS, Lord Abbett, Edmond de Rothschild, Credicorp Capital, Franklin Templeton, Wellington, Neuberger Berman, Berenberg, Aberdeen Standard, Nordea, Nomura, Security, AllianceBernstein, AZ Multi Asset, BlueBay, NN IP, LarrainVial, Moneda, Janus Henderson, Tokio Marine, Muzinich, Uti Goldfinch Funds, HSBC, Acadia, BlackRock, Eastspring, Habitat, Prima, Profuturo, Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , ,
« Previous Page
Next Page »