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

June 5, 2017 by

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

Credit Suisse offers gamut of third-party onshore and offshore funds to its Mexican clients

June 5, 2017 by

Credit Suisse Mexico's Nicolas Troillet says he finds the local-fund offering lacking in variety and said the private bank will offer clients both onshore and offshore solutions to meet their diversification needs.

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

Chile’s Moneda latest to make leap into Argentina

June 5, 2017 by

Moneda has USD 6.5 billion under management and specializes in equity and debt analysis of Latin American companies. It also has a New York office. BTG Pactual, LarrainVial, UBS and Julius Baer are all eyeing the Argentine wealth sector.

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

Allfunds platform now includes exchange-traded funds of multiple firms

June 5, 2017 by

Beginning June 1, clients of the AllFunds platform could purchase not just cross-border mutual funds but also ETFs from iShares, Lyxor, Source and Deutsche.

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

One of Brazil’s last large, independent multi-family offices scooped up by UBS

June 5, 2017 by

Swiss banks including Julius Baer Group and Credit Suisse Group are already well-positioned in Brazil and are wagering on continued expansion of the private-banking industry.

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

CCR Monthly Approval Report – May 2017

June 5, 2017 by

The Chilean regulator added 14 ETFs, all sponsored by UBS, and four mutual funds the list of approved instruments eligible to receive allocations.

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

Lombard partners with Akaan to package solutions for Mexican HNWIs

June 5, 2017 by

Based in Mexico City, the new company will create and distribute wealth-structuring solutions using unit-linked life assurance to HNW individuals and families in Mexico, as well as Mexicans residing outside the country.

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

BTG and Itau innovate by opening onshore fund platforms to third parties

June 5, 2017 by

“Almost all funds in the market are now available on our digital platform,” BTG Pactual Digital's Marcelo Flora told Fund Pro Latin America. “For us, offering open architecture is a way to truly put the client first."

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

De la Maza named head of Latin America for merged Janus-Henderson operation

June 5, 2017 by

Steven de Vries will become head of global financial institutions, while Ignacio de la Maza (photo) will be appointed head of continental Europe wholesale & Latin America.

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

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

June 2, 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 January 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: , , , , , , , , , , , , ,
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