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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2017

November 8, 2017 by

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of September 30, 2017.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price.

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

Chilean AFP x AFP Investments in International Mutual Funds – June 2017

November 8, 2017 by

Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of June 30, 2017.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; Banchile; BancoEstado, Bci; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Candriam; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Man; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Santander; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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

Chilean market approves of investment limits on alternatives

November 8, 2017 by

The more aggressive multifunds will eventually be able to allocate up to 15% of their assets to alternatives; however, initially the Central Bank is allowing a maximum of 10% in the type A fund.

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

Chilean AFP flows to Europe and Asia topped USD 1 billion in September

November 7, 2017 by

Chilean AFP assets in cross-border funds and ETFs reached USD 71.8 billion at the close of 3Q 2017. Henderson, Allianz, UBS and Investec products enjoyed high levels of inflows for the month.

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

EuroAmerica and MSCI partner on Chilean small-cap ETF

November 7, 2017 by

Amid a run-up in equity valuations, the two firms are trying to respond to higher levels of investor interest in local exposure.

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

Principal to buy MetLife’s Mexican pension operation

November 7, 2017 by

Principal's Roberto Walker said the acquisition strengthens the firm's commitment to Mexico’s pension system. The merged Afore would have close to USD 13 billion in AUMs.

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

UBS-PwC report: more billionaires in Asia than in US

November 7, 2017 by

"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."

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

CCR Monthly Approval Report – October 2017

November 7, 2017 by

While First Trust led with four ETFs registered in the month, while AllianceBernstein, Axa, LarrainVial and Credicorp Capital also won approval for funds of their own.

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

Fidelity: Persistent approach post-crisis has benefited 401(k) investors

November 7, 2017 by

Fidelity Investments' “Ten Years Later” report concludes that investors who managed to stay the course have enjoyed better results, says Ken Hevert, senior VP of retirement.

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

GAM funds prove irresistible to Andean institutions in 2017

November 7, 2017 by

Vivian Borzutzky, who oversees distribution of GAM products in the Andean institutional market, notes that both niche and traditional products have propelled the brand's growth in 2017.

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