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Peru – AFP Report Statistics – September 2016

March 2, 2017 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 September 30, 2016.

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; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Aviva Investors; Habitat; Prima; Profuturo; Integra.

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

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – September 2016

March 2, 2017 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 September 30, 2016.

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; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

Afore Sura funds its first international mandate for USD 150 million

March 1, 2017 by

Afore Sura has given the green light to its diversification strategy in international investments, funding a global equity mandate valued at USD 150 million. Two more mandates for a total of USD 350 million are awaiting a final go-ahead.

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

Pioneer exec sees little upside in latest Mexican repatriation decree

March 1, 2017 by

While lauding the goals of incentives to repatriate overseas assets, Pioneer's Gustavo Lozano told Fund Pro Latin America that Mexico's current problems complicate the likelihood of a strong response from wealthy investors.

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

Credicorp lands ex-AFP equity manager to spearhead distribution of SSGA ETFs

March 1, 2017 by

Alberto Menendez had been AFP Provida's head of international equity for more than three years before joining Credicorp to manage State Street ETF distribution to Andean institutions.

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

Chilean AFPs cut Europe, Asia exposure in January while hiking North America

March 1, 2017 by

Schroders, Pimco, AXA and Fidelity benefited from AFP allocations to specialty fixed-income products. The first month of 2017 was positive for cross-border managers thanks in part to strong market returns.

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

Afore CitiBanamex funds USD 550 million in Asia Pacific mandates with three global firms

February 28, 2017 by

The successful implementation makes the mandates the first-ever targeting the Asian continent, which CitiBanamex said underscores its leadership in the implementation of innovative strategies within the retirement savings system in Mexico.

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

Chilean AFP industry faces uncertainty from many angles

February 28, 2017 by

The CEO of the Chilean AFP Association, Fernando Larrain, discusses issues confronting the pension system, from potential legislation, the impact of third-party advisors, lack of definition on the alternatives front, and others.

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

Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2016

February 24, 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 December 31, 2016.

Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; NN IP; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC; Federated IM.

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

Regional Pension Fund Managers Industry Statistics – December 2016

February 24, 2017 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of December 31, 2016.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Old Mutuial; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat; Profuturo; Progreso; BPDC; BN; BCR; BAC; VIDA PLENA; CCSS; Popular; Scotiabank; BHD; BanReservas; Romana; Republica; Sura; Itaú Unibanco; Bandes

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