The legislative process has already begun and promoting this type of action will be very popular during the election campaign.
Chilean law snuffs out market timer seen as nuisance by industry
April 6, 2021 by
A bill requiring that pension advisories register with regulators and hold an insurance policy led to the closure of local pariah Felices y Forrados.
Chilean AFP x AFP Investments in International Funds – November 2020
April 5, 2021 by
Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of November 30, 2020.
Companies mentioned in this report: Acadian; AllianceBernstein; Allianz; Altamar; Amundi; Apax; Apollo; AQR; Ardian; Ares; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Banchile; BancoEstado; Barings; Bci; Bice; BlackRock; Blackstone; BMO; BNP Paribas; BNY Mellon AM; BTG Pactual; Capital Advisors; Carlyle; Cinven; CMB Prime; Coller IP; Compass; Credicorp Capital; Credit Suisse; CVC CP; DWS; Dimensional; Dover Street; Eastspring; Edmond de Rothschild; EQT Partners; Eurizon; EuroAmerica; Falcom Capital; Fidelity; Foresta; Fortress; Franklin Templeton; GAM; Goldman Sachs; Hamilton Lane;Harbour Vest; HarbourVest; HSBC; ICG; Independencia; Invesco; Ninety One; iShares; Itaú; Janus Henderson; JPMorgan; KKR; Landmark; LarrainVial; Lazard; Lexington; Linzor CP; Lord Abbett; Man; Matthews; MBI; MFS; Moneda; Morgan Stanley; Muzinich; Neuberger Berman; New Capital; NN IP; Nomura; Nordea; Oaktree; ODDO BHF; Partners Group; Pictet; PIMCO; PineBridge; Robeco; Rogge; Santander; Schroders; Security; Southern Cross; Standard Life Aberdeen; State Street; Stone Harbor; Strategic Partners; TIAA-CREF; Toesca; Tokio Marine; TPG Capital; UBS; Van Eck; Vanguard; Veritas; Volcom Capital; Vontobel; Warburg Pincus; Wellington; WisdomTree.
CCR Monthly Approval Report – March 2021
April 5, 2021 by
State Street led with eight ETFs approved, followed by Dimensional with two mutual funds, and Axa, BMO, GAM, UBS, and PAI Partners with one product each.
Exclusive: Franklin Templeton ends Andean distribution partnership with Vision
March 31, 2021 by
Arturo Alegria said Vision maintains relationships with AllianceBernstein and Altment Capital, in addition to the alternatives boutiques Cheyne and Lansdowne.
Azimut ups bets on Mexico with fund launches and acquisition
March 31, 2021 by
The firm announced plans to launch three global portfolios on Mexico's BIVA exchange and took a 51% stake in local asset manager KAAN Capital.
Latin American Pension Fund Investments in Cross-Border Securities – December 2020
March 30, 2021 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2015 through 2019, and as of December 31, 2020.
Latin American Pension Fund Investments in Cross-Border Securities – November 2020
March 30, 2021 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2015 through 2019, and as of November 30, 2020.
Colombian AFPs added to emerging markets, US and global equities in December
March 26, 2021 by
Cross-border funds and ETFs finished the year with USD 27.2 billion of Colombian pension assets under management.
HSBC AM introduces novel global ETFs to Mexican market
March 25, 2021 by
HSBC's Olga de Tapia said the firm plans on hiring local talent and listing ESG fixed-income products as well as emerging Asia ETFs.
