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Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – May 2014

October 28, 2014 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs. 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 May 31, 2014.

Companies mentioned in this report: iShares; State Street; PowerShares; Henderson; Van Eck; Pioneer; Dimensional; LarrainVial; Allianz; Pictet; Julies Baer; Deutsche; Muzinich; Threadneedle; Franklin Templeton; ING; Janus; Aberdeen; JP Morgan; Morgan Stanley; Matthews; Investec; Robeco; Fidelity; Schroders; Axa; BNY Mellon; BNP Paribas; MFS; Habitat; Integra; Porvenir; Profuturo.

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

Peruvian AFP Pension Fund Industry Statistics – September 2014

October 27, 2014 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of September 30, 2014.

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

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

Peru – AFP Report Statistics – May 2014

October 24, 2014 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 May 31, 2014.

Companies mentined in this report: iShares, State Street, PowerShares, Henderson, Van Eck, Pioneer, Dimensional, Allianz, Pictet, Julius Baer, Deutsche, Vanguard, Muzinich, Threadneedle, Franklin Templeton, ING, Janus, Aberdeen, JP Morgan, Morgan Stanley, Matthews, Investec, Robeco, Fidelity, Schroders, Axa, BNY Mellon, BNP Paribas, MFS, LarrainVial, Integra, Prima, Profuturo, Habitat.

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

Peruvian AFP Investments in International Mutual Funds – September 2014

October 21, 2014 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 September 30, 2014.

Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; Dimensional; Fidelity; JP Morgan; Fidelity; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.

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

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

October 2, 2014 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 July 31, 2014.

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

Peruvian AFP Pension Fund Industry Statistics – August 2014

September 23, 2014 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of August 31, 2014.

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

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

S&P Dow Jones to take over all Lima Stock Exchange indices

September 23, 2014 by

S&P DJI will be responsible for the marketing and commercial licensing of the BVL indices. The agreement also allows S&P DJI to eventually calculate all of the BVL indices, and to jointly create new indices with the Exchange to meet the evolving needs of investors inside and out of Peru.

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

Peruvian pension-fund cross-border limit raised from 40% to 42%

September 19, 2014 by

The increase would be made in four installments through January 2015. According to Latin Asset Management estimates, the increase translates directly to an additional USD 195 million in potential cross-border flows per month.

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

Peruvian AFP Investments in International Mutual Funds – August 2014

September 15, 2014 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 August 31, 2014.

Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; Dimensional; Fidelity; JP Morgan; Fidelity; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.

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

Regional Mutual Fund Managers Industry Statistics – June 2014

September 4, 2014 by

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

Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.

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