Cross-border firms lost nearly USD 500 million in allocations when BlackRock took over Banamex's fund unit. Meanwhile, a large Afore is close to unwinding two global mandates as regulators delay implementation of fund rules.
Brazilian fund industry shows resilience despite investor uncertainty
October 29, 2018 by
In September, the fund industry posted net inflows of BRL 7.2 billion (USD 2 billion), accumulating inflows of BRL 24.9 billion and BRL 71.1 billion in the quarter and year to date, respectively.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – May 2018
October 29, 2018 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 May 31, 2018.
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; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; 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 – May 2018
October 29, 2018 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 May 31, 2018.
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; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
AFPs go long emerging markets; cool on Asia, Europe
October 28, 2018 by
Total allocations from Colombian AFPs to offshore funds and ETFs reached USD 19.2 billion in August.
BlackRock vet joins DWS in senior Latin-American and US-Offshore sales role
October 27, 2018 by
Aiviel Sanchez most recently held the role of offshore relationship manager at BlackRock, where he spent 10 years.
Brazilian government fixed-income ETF to be launched by Itaú
October 27, 2018 by
“We believe that this product has a competitive price and can be accessed by individual and institutional investors,” said Itau's Marcelo Fatio. An IPO of at least BRL 300 million is expected in mid-2019.
Peru – AFP Report Statistics – May 2018
October 26, 2018 by
Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of May 31, 2018.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; Tokio Marine; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Aviva Investors; Habitat; Prima; Profuturo; Integra.
Chilean AFPs’ investment processes could soon incorporate ESG factors
October 25, 2018 by
Local managers are already starting to offer funds with this type of standard, while Moneda Asset Mgt. became the first fund manager in Chile to sign on to the United Nations' Principles for Responsible Investment (PRI).
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – May 2018
October 25, 2018 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 May 31, 2018.
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; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
