Compass opened the Brazil office in 2018 and obtained a license to manage funds in December 2019. In 2020 it plans on launching credit funds, domestic equity funds as well as feeders that link to global managers.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – December 2019
January 7, 2020 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of December 31, 2019.
Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.
Performance Report – Colombian Pension Fund Investment in Cross-Border Funds and ETFs – December 2019
January 7, 2020 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Colombian pension funds. Data as of December 31, 2019.
Companies mentioned in this report: 1832 AM; Acadian; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; Deutsche; Dimensional; Fidelity; Franklin Templeton; Groupama; Horizons; Invesco; Investec; iShares; Janus Henderson; JPMorgan; Legg Mason; Lyxor; Matthews; MFS; Morgan Stanley; Natixis; Neuberger Berman; Pictet; PIMCO; Robeco; Schroders; Standard Life Aberdeen; State Street; UBS; Vanguard; Vontobel; Wellington; WisdomTree.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – December 2019
January 7, 2020 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of December 31, 2019.
Companies mentioned in this report: Van Eck; EuroAmerica; Aberdeen; Invesco; Fidelity; Henderson; Franklin Templeton; GAM; JP Morgan; Matthews; Schroders; Baring; BNY Mellon AM; Vontobel; Allianz; Investec; Eastspring; UBS; Deutsche; Tokio Marine; BlackRock; Nordea; Ashmore; Wellington; iShares; F&C; Eurizon; Pictet; Candriam; HSBC; BNP Paribas; State Street; Threadneedle; Julius Baer; Robeco; Dimensional; Pioneer; Vanguard; Natixis; BlueBay; Goldman Sachs; Credit Suisse; AB; Morgan Stanley; Aviva Investors; Nomura; MFS; Security; Man; AQR; Axa; PIMCO; Oaktree; Neuberger Berman; NN IP; Rogge; Muzinich; TIAA-CREF; WisdomTree; Moneda.
Chilean AFP x AFP Investments in International Funds – August 2019
January 6, 2020 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 August 31, 2019.
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; Deutsche; 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; Investec; 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 lowers bar for alternatives managers seeking approval
January 3, 2020 by
Alternatives managers no longer need to show a USD 5 billion allocation in a specific asset class in order to gain CCR approval to sell to AFPs.
Picton closes the year with a recognition and regional presence
January 18, 2020 by
Picton has signed mandates with firms like KKR, TPG, Ares, American Securities, Hamilton Lane, EQT, Permira and Apollo, among others.
Flows into Brazilian equity funds soar
January 19, 2020 by
The Equity class attracted BRL 11 billion (2.7 billion) in November, its best monthly result in the last 18 months.
Colombian AFPs add to money markets, fixed income in November
January 17, 2020 by
The AFPs finished November with USD 17.8 billion invested in cross-border funds and ETFs, most of which was in equity funds.
Peru – AFP Report Statistics – July 2019
December 27, 2019 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 July 31, 2019.
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; Deutsche; Eastspring; Lexington; Investec; 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.
