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Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – January 2019

June 27, 2019 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 January 31, 2019.

Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; Deutsche; First Trust; GAM; Goldman Sachs; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; 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.

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

Santander is negotiating new partnerships to offer offshore fund of funds

March 20, 2019 by

Rudolf Gschliffner, product manager at Santander in Brazil, said the firm plans to launch at least one fund of funds this year, a total-return fund that would provide some diversity to the current offering.

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

Bradesco offers multi-country diversification to clients in Brazil

March 20, 2019 by

The funds offer the opportunity of investment in regional strategies, such as equity in Japan, United States or Europe, Bradesco's head of sales, Sergio Magalhães, told Fund Pro Latin America.

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

PGIM Real Estate global outlook: Striking the right portfolio balance late in the cycle

July 29, 2019 by

“The challenge for investors in the current environment is striking the right balance between taking on risk to capitalize on late-cycle growth opportunities and investing in strategies that offer greater downside protection,” said PGIM's Peter Hayes.

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

AFPs favor Asian equity and emerging-markets debt as markets recover

March 19, 2019 by

AFPs injected USD 760 million into emerging-markets bonds and USD 743 million into Asian equity in February, as total cross-border allocations passed the USD 80 billion mark.

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

Insurers look carefully at possible entry into pension business

March 18, 2019 by

In an interview with Fund Pro Latin America, Jorge Claude highlighted the qualities of the annuity product for execution of pension payments.

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

Wells Fargo/Gallup study: Investor optimism fell 18 points from a year ago

July 26, 2019 by

"While we do not see a recession in the near term, in many ways we are still recovering from the last one — which left a deep scar on many investors," says Wells Fargo's Tracie McMillion.

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

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – February 2019

March 15, 2019 by

Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of February 28, 2019.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; EDM; ETF Securities; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; United States; Commodity Funds; Van Eck; Vanguard; WisdomTree; Actinver; Sura; GBM; Vector; Interacciones; Finaccess; Franklin Templeton; Compass; Intercam; Principal; Nafinsa; Old Mutual; HSBC; Scotia; Invex; Ixe; BBVA; Valmex; Santander; Banamex.

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

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – February 2019

March 15, 2019 by

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of February 28, 2019.

Companies mentioned in this report: iShares; Vanguard; State Street; Franklin Templeton; Aberdeen; Schroders; BlackRock; Principal; PowerShares; MFS; WisdomTree; Goldman Sachs; Robeco; Henderson; Fidelity; JP Morgan; Deutsche; Julius Baer; Pioneer; Santander; Nomura; First Trust; Van Eck; ProShares; Guggenheim; Global X; PIMCO; BBVA; United States; Commodity Funds; ETF Securities; BNP Paribas; Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa.

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

BlackRock’s alternatives group brings solutions-based approach to Latam market

July 25, 2019 by

With USD 184 billion in alternatives AUM, BlackRock aims to bring a local focus to alternatives offerings in Latin America, positioning itself as a provider of solutions for a growing number of clients, says New York-based Roque Calleja.

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