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

May 20, 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 April 30, 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: , , , , , , , , , ,

BTG Pactual bringing three new cross-border brands to Brazilian clients

May 20, 2019 by

At the BTG Pactual Global Managers Conference, Marcos Pimentel provided details to Fund Pro Latin America about new distribution deals signed with AQR, Pictet and T. Rowe Price.

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

Chilean Monthly AFP Report Statistics – April 2019

May 13, 2019 by

Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of April 30, 2019.

Companies mentioned in this report: Acadian; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; Baillie Gifford; Baring; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Deutsche Bank AG; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Nevasa HMC; Nordea; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Santander; Schroder; SEB; Security; Standard Life Aberdeen; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; Tokio Marine; UBS; Van Eck; Vanguard; Vontobel; WisdomTree

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

League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean AFP Market – April 2019

May 13, 2019 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Chilean pension funds market (AFPs). Also includes monthly inflows / outflows and market share. Data as of April 30, 2019.

Companies mentioned in this report: iShares; Vanguard; JP Morgan; Deutsche; Julius Baer; Pioneer; Investec; PIMCO; Schroders; State Street; Robeco; Henderson; Dimensional; Matthews; Invesco; BNP Paribas; Franklin Templeton; Axa; Fidelity; GAM; BNY Mellon AM; Allianz; Aberdeen; NN IP; BlackRock; Eastspring; Morgan Stanley; Goldman Sachs; Pictet; Ashmore; MFS; Vontobel; HSBC; Oaktree; TIAA-CREF; Aviva Investors; UBS; Threadneedle; Nomura; AB; Eurizon; F&C; Nordea; Neuberger Berman; Wellington; Rogge; Credit Suisse; WisdomTree; Man; Baring; BlueBay; Muzinich; Security; EuroAmerica; Van Eck; Natixis.

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

Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – April 2019

May 13, 2019 by

Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of April 30, 2019.

Companies mentioned in this report: JP Morgan; PIMCO; Matthews; Vanguard; Allianz; TIAA-CREF; Vontobel; Threadneedle; Baring; Nordea; Invesco; Morgan Stanley; Aviva Investors; MFS; Dimensional; UBS; Wellington; WisdomTree; F&C; NN IP; GAM; Julius Baer; Oaktree; Credit Suisse; BTG Pactual; Natixis; Man; Rogge; Eurizon; Neuberger Berman; Security; AB; EuroAmerica; Fidelity; BlueBay; BNY Mellon AM; Ashmore; HSBC; Van Eck; Franklin Templeton; Pictet; Nomura; Robeco; Muzinich; Henderson; Goldman Sachs; Eastspring; BNP Paribas; BlackRock; Investec; Pioneer; Schroders; Aberdeen; Deutsche; State Street; Axa; iShares.

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

Newest pension manager – Uno AFP – launches in Chile

September 27, 2019 by

UNO AFP expects to receive more than 350,000 workers in its first year of operation and hit USD 30 million in monthly inflows.

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

Holdings Report – Chilean AFP Investment in Cross-Border Securities – April 2019

May 13, 2019 by

Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of April 30, 2019.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – April 2019

May 13, 2019 by

Excel workbook detailing Chilean mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class and regional investment focus. Data as of April 30, 2019.

Companies mentioned in this report: March; Abante; Aberdeen; AdvisorShares; AllianceBernstein; Allianz; Amundi; AQR; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Baring; Baron; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Candriam; Comgest; Credit Suisse; Deutsche; Direxion Shares; Edmond de Rothschild; Eurizon; EuroAmerica; F&C; Fidelity; First State Investments; First Trust; Fisher Investments; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Jupiter; La Française AM; Legg Mason; Lombard Odier; M&G; Mandarine; Mandarine; Gestion; Manulife Matthews MFS Mirabaud Mirae Morgan Stanley Muzinich Natixis Neuberger Berman NN IP Nomura Nordea Old Mutual Pichardo AM Pictet PIMCO PineBridge Pioneer PowerShares Principal RAM Active Inv. Robeco Santander Schroders Schwab State Street T. Rowe Price Threadneedle TIAA-CREF Tokio Marine; Traditional Funds; UBS; United States Commodity Funds; Van Eck; Vanguard; Vontobel; Wellington Management; Wells Fargo; WisdomTree; Fintual.

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

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – April 2019

May 10, 2019 by

Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of April 30, 2019.

Companies mentioned in this report: AllianceBernstein; Aberdeen; Actinver; Amundi; Axa; BBVA; BlackRock; Compass; Deutsche; Direxion Shares; Exane; Fidelity; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Investec; iShares; Janus Henderson; JP Morgan; Lyxor; Man; MFS; Moneda; Morgan Stanley; Natixis; Old Mutual; Pictet; PIMCO; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Union Bancaire Privée; Van Eck; Vanguard; Wellington; WisdomTree; Banamex; Scotia; Ixe; Valmex; Sura; GBM; Inbursa; HSBC; Finaccess; Vector; Invex; Interacciones; CI Fondos; Intercam; Invercap; Afirme; Monex; BNP Paribas ; Akaan Transamerica.

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

Ex-Principal Chile execs build USD 80 million book advising affluent clients

October 3, 2019 by

Value Advice's Rodrigo González says the firm targets affluent investors that are not receiving the level of service they deserve.

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