The fall in the Selic rate, depreciation of the Real and the good performance of the global markets have led to a stampede in international diversification, said Itau's Pedro Barbosa.
Peru – AFP Report Statistics – September 2020
March 1, 2021 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 September 30, 2020.
Companies mentioned in this report: iShares; Vanguard; GAM; State Street; Van Eck; Ashmore; Invesco; Schroders; LarrainVial; BNP Paribas; WisdomTree; Man; ARC; Global Evolution; Matthews; Ossiam; HarbourVest; Groupama; UBS; First Trust; PineBridge; Vontobel; JPMorgan; DWS; Eastspring; Lexington; Ninety One; Coller IP; Allianz; BlackRock; Fidelity; Partners Group; Wellington; Janus Henderson; Apax; Avenue; Goldman Sachs; Dimensional; Columbia Threadneedle; CPS; Oaktree; Axa; Advent; Robeco; Nordea; Comgest; EDM; Credit Suisse; Pictet; Franklin Templeton; Terranum; Candriam; Amundi; M&G; PIMCO; Morgan Stanley; Actis; Ares; PAI Partners; CIP; Moneda; Intermediate Capital Group; Carlyle; NN IP; Bridgepoint; Altamar; Apollo; Lazard; Baillie Gifford; Ardian; Jupiter; Acadian; Santander; Nomura; AllianceBernstein; Degroof Petercam; Pantheon; Vista Equity Partners; Veritas; AZ Multi Asset; Tokio Marine; Stonepeak; Dover Street; CVC CP; Starwood; Muzinich; Metropolitan Real Estate Partners; MFS; BNY Mellon AM; Standard Life Aberdeen; Habitat; Prima; Profuturo; Integra.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – September 2020
March 1, 2021 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, 2020.
Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; DWS; First Trust; GAM; Goldman Sachs; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Ninety One; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – September 2020
March 1, 2021 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, 2020.
Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; DWS; First Trust; GAM; Goldman Sachs; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Ninety One; Axa; EDM; Threadneedle; Vontobel; Standard Life Aberdeen Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – September 2020
March 1, 2021 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, 2020.
Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; DWS; First Trust; GAM; Goldman Sachs; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Ninety One; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Standard Life Aberdeen; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
After FT takeover, Legg Mason’s key man in Sao Paulo joins local startup
February 26, 2021 by
After 16 years at Legg Mason in Brazil, Roberto Teperman just debuted a new factor-based fund firm with five other partners, called DAO Capital.
Jorge Meyer de Pablo assumes CIO rule at Chile’s Security AGF
February 25, 2021 by
Jorge Meyer has replaced Gustavo Schmincke Aránguiz, who left the firm after just one year in the post.
Creuza Advisors sets sights on growth in 2021 despite AFP uncertainties
February 24, 2021 by
Lima-based Creuza plans to add US Equity, EM Equity, EM Debt, US Real Estate and Global PE funds to its offering, says Nicolás Lasarte, who manages the institutional business.
Peruvian AFP Investments in International Mutual Funds – January 2021
February 24, 2021 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 January 31, 2021.
Companies mentioned in this report: Acadian; AB; Allianz; Amundi; Ashmore; Axa; AZ Fund; Barings; BlackRock;Baillie Gifford; BNP Paribas; BNY Mellon; DWS; Degroof Petercam; Dimensional; Eastspring; EDM; Federated Investment; First Trust; Fidelity; Franklin Templeton; GAM; GBM; Goldman Sachs; Groupama; Global Evolution; Lazard; Ossiam; Janus Henderson; Invesco; Ninety One; JP Morgan; Man; Moneda; Matthews; MDO; MFS; Morgan Stanley; Muzinich; M&G; NN Investment ; Nordea; Northern Trust; Nomura; Pictet; Pimco; PineBrigde; Robeco; Santander; Schroders; State Street; Standard Life Aberdeen; Columbia Threadneedle; UBS; Russell; Tokio Marine; Van Eck; Vanguard; Veritas; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – January 2021
February 23, 2021 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of January 31, 2021.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.
