In one month alone, withdrawals of around USD 300 million were made, and it is estimated that in one year withdrawals could reach 10% of the total Peruvian pension fund.
PPK would seek to reverse damaging law allowing retiree withdrawal of pension assets
July 4, 2016 by
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – January 2016
June 24, 2016 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 January 31, 2016.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – January 2016
June 24, 2016 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 January 31, 2016.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
Peru – AFP Report Statistics – January 2016
June 24, 2016 by
Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of January 31, 2016.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Habitat; Prima; Profuturo; Integra.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – January 2016
June 24, 2016 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 January 31, 2016.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
BNP Securities Services launches locally in Peru
June 23, 2016 by
“We are committed to the Latin American region where we have been expanding our network and developing a strong local know-how. Peru is an exciting addition," said Alvaro Camuñas, head of BNP Paribas Securities Services Spain and Latin America.
Peruvian AFP Investments in International Mutual Funds – May 2016
June 13, 2016 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of May 31, 2016.
Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Nomura; Wisdom Tree; Wellington; Goldman Sachs; Amundi; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.
Permitting early withdrawals of AFP assets a blow to Peruvian system
June 8, 2016 by
Eduardo Morón Pastor, a social security expert, believes the end game of Peruvian lawmakers is to make pension savings voluntary.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – December 2015
May 23, 2016 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 December 31, 2015.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – December 2015
May 23, 2016 by
Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of December 31, 2015.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
