“We believe that liquid alternative funds, with controlled volatility, are the path for the international fund market from now on,” says Templeton's Marcus Vinicius.
UBS says HNW investors more confident in markets post-Trump victory
December 1, 2016 by
"With the election behind us, many investors are looking ahead with a growing sense of optimism about the economy and the markets," says UBS's Paula Polito.
Credit Suisse fills vacant CEO post
December 1, 2016 by
Jorge Villarreal has been named chief executive officer of Credit Suisse Mexico, replacing Hector Grisi, who was named CEO of Santander Mexico nearly a year ago.
Chilean AFPs boost exposure to Latin America and Japan in September
December 1, 2016 by
AFPs continued to withdraw from US equities, while plowing money into Latin America and Japan. High-yield bonds and emerging markets funds ended up on the losing end as well.
Regional Mutual Fund Managers Industry Statistics – September 2016
December 1, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2016.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credicorp Capital; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
Peru – AFP Report Statistics – June 2016
November 30, 2016 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 June 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; Habitat; Prima; Profuturo; Integra.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – June 2016
November 30, 2016 by
Excel workbook detailing inflows/outflows of Peruvian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of June 30, 2016.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – June 2016
November 29, 2016 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of June 30, 2016.
Companies mentioned in this report: Shares; 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; PineBridge; Goldman Sachs; WisdomTree; Federated Investors; Amundi; Wellington; EDM; Santander; Habitat; Prima; Profuturo; Integra.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – June 2016
November 29, 2016 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 June 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.
BlackRock adds regional director to oversee Chile, Peru and Uruguay
November 29, 2016 by
Andrés de Goyeneche joins BlackRock after having led Deutsche Bank Chile as its general manager. He now forms part of a Latin American and Iberian team that includes 130 investment professionals, of which 13 are based in Chile, Perú and Uruguay.
