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Holdings Report – Chilean AFP Investment in Cross-Border Securities – April 2018

May 11, 2018 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, 2018.

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: , , , , , , , , , , , , ,

EuroAmerica turns over fund-management and insurance business to Zurich for USD 155 million

May 10, 2018 by

According to Fund Pro Latin America, the deal will boost Zurich’s mutual fund business in Chile to well over USD 1 billion, by adding EuroAmerica AGF's USD 938 million in AUM to its current AUM of USD 363 million.

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

In welcome move, SEC offers alternative to DOL’s fiduciary rule

May 10, 2018 by

Under chairman Jay Clayton, the SEC's move to create an alternative to the DOL's fiduciary rule is being welcomed by the broker-dealer community.

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

M&G strengthens Latin American sales team

May 10, 2018 by

The European manager has fortified its Latin American sales team with the hiring of Madrid-based Ander López Francoy as sales director for the region.

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

What does Argentina’s Capital Markets Law mean for asset management? A local attorney provides guideposts

May 10, 2018 by

Dr. Pablo I. Godoy, an associate with the prestigious Argentine law firm Estudio Beccar Varela, highlights the most important points of the new law and connects them with the recent regulatory modifications introduced by the Argentine Securities and Exchange Commission (CNV).

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

Chile’s AFP Provida names Ruiz-Esquide as chief executive

May 9, 2018 by

The addition of Ruiz-Esquide was the latest in a series of shakeups at the Chilean pension manager, which is owned by Met Life.

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

Schroders accesses retail channel in Brazil via third-party exclusive relationships

May 9, 2018 by

Schroder Brazil's Fernando Cortez told Fund Pro Latin America the firm is pushing to have eight feeder funds on offer by the end of 2018, many distributed exclusively via large third-party banking networks.

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

Colombian fund industry seeks to raise profile as investor demand heats up

May 9, 2018 by

Efforts to align funds according to investment strategy, educate the public and provide better outreach are underway has AUMs climbed more than 20% in 2017, says Marcela Arias of Asofiduciarias.

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

Holdings Report: Chilean Investment Fund Allocations to Cross-Border Mutual Funds and ETFs- March 2018

May 9, 2018 by

Excel workbook detailing chilean investment 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 March 31, 2018.

Companies mentioned in this report: Aberdeen, Amundi, Ashmore, Axa, BlackRock, BNP Paribas, BNY Mellon AM, BTG Pactual, Comgest, Credicorp Capital, Deutsche, Dimensional, EuroAmerica, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, Groupama, HSBC, Investec, iShares, La Française, LarrainVial, Legg Mason, Lyxor, Matthews, MFS, Moneda, Natixis, NN IP, Nomura, Old Mutual, Pictet, PIMCO, PineBridge, Pioneer, PowerShares, ProShares, Robeco, Schroders, State Street, Threadneedle, United States Commodity Funds, Van Eck, Vanguard, WisdomTree, Compass, MBI, Falcom, Credicorp, Econsult, Banchile, Nevasa HMC, IM Trust, Sartor.

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

Chilean AFPs retreat from US and Japan, while pumping assets into Latam and Asia

May 9, 2018 by

Chilean AFPs poured USD 1 billion into Asian and Latin American equity in March, as fears of a global trade war rocked markets. T. Rowe Price's Anh Lu is optimistic that 2018 will be a good year for Asia equity, buoyed by market reforms in China,

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