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Peruvian AFP Investments in International Mutual Funds – April 2014

May 12, 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 April 30, 2014.

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

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

Peruvian Mutual Fund Industry Net New Investments (NNI) Report – March 2014

April 28, 2014 by

Excel workbook detailing net new investments (NNI) of all locally registered Peruvian mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of March 31, 2014.

Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.

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

Peruvian AFP Pension Fund Industry Statistics – March 2014

April 16, 2014 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of March 31, 2014.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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

Peruvian AFP Investments in International Mutual Funds – March 2014

April 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 March 31, 2014.
Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; BlackRock; Dimensional; Fidelity; JP Morgan; Fidelity; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.

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

Peruvian Mutual Fund Industry Statistics – March 2014

April 8, 2014 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2014.

Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.

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

Distributors have mixed feelings about SBS change

March 19, 2014 by

Market agents contacted by Fund Pro Latin America said that, with the new rule, the SBS is clearly taking a load off its own shoulders, but at the same time saddling AFPs with the responsibility for due diligence. ETF providers and active managers with well-established relationships are the likely beneficiaries.

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

Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Peruvian Pension Fund Market – February 2014

March 17, 2014 by

Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors. Data as of February 28, 2014.
Companies mentioned in this report: Aberdeen; Allianz; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; LarrainVial; Axa; Van Eck; Vanguard ; WestLB; JP Morgan; Fidelity; Habitat; Integra; Prima; Profuturo.

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

Peruvian AFP Investments in International Mutual Funds – February 2014

March 14, 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 February 28, 2014.
Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; BlackRock; Dimensional; Fidelity; JP Morgan; Fidelity; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.

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

Derivatives use by long-only funds still likely to frustrate global managers in Peru

March 12, 2014 by

The regulation, which will create a system similar to the one operating in Colombia, provided a glass-half-empty vs. glass-half-full predicament for global fund managers, since mention of derivatives use in the funds' investment policies may still prevent largely long-only funds from flying under the regulators' radar.

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

Peruvian regulator gets out of approvals business

March 11, 2014 by

As part of the implementation of the AFP reform, the SBS eliminated the obligation to register financial instruments considered "simple" and most frequently allocated to, which cover about 97% of pension fund investments. This includes cross-border mutual funds.

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