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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – July 2017

August 4, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of July 31, 2017.

Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.

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

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – July 2017

August 3, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of July 31, 2017.

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

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

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

August 3, 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 March 31, 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: , , , , , , , , , , , , ,

Senior Goldman exec to take reins of Julius Baer’s Latin operations

July 31, 2017 by

Beatriz Sanchez is slated to replace Gustavo Raitzin, who has led the Julius Baer's Latin America effort since 2005, overseeing the firm's expansion in Latin America and broadening the business along a network of currently eight locations.

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

CCR Monthly Approval Report – July 2017

July 31, 2017 by

Only three products were added in the month from three different asset managers: HSBC, Macquarie and Kames Capital.

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

BNY Mellon Latam head sees opportunities in Chile, Uruguay and potentially Mexico

July 31, 2017 by

Sasha Evers, who leads BNY Mellon IM's Latin business from Madrid, says the firm will maintain its current team size in Santiago, Chile, while pursuing a strategy of organic growth.

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

Chilean Mutual Fund Industry Net New Investments (NNI) Report – June 2017

July 31, 2017 by

Excel workbook detailing net new investments (NNI) of all locally registered Chilean mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of June 30, 2017.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Principal; Santander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.

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

Chilean Mutual Fund Industry Statistics – June 2017

July 31, 2017 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2017.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; EuroAmerica; IM Trust; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.

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

Brazilian fund industry attracts USD 36 billion in flows in first half

July 31, 2017 by

Affluent investors were behind most of the gains, and they allocated mostly to fixed-income and balanced/mixed funds. Short-term funds were outperforming other savings and investment vehicles in the market, leading to a migration of investors toward these vehicles.

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

UBS Wealth Management: Anxiety abounds among baby boomers approaching retirement

July 31, 2017 by

UBS's Paula Polito said that baby boomers, instead of 'living to work,' need to start 'working on living,' i.e. figuring out how they will fill their time and find their purpose once they leave the workforce."

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