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Chilean AFP x AFP Investments in International Mutual Funds – March 2016

August 8, 2016 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, 2016.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; 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; 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: , , , , , , , , , , , , ,

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – July 2016

August 8, 2016 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, 2016.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.

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

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – July 2016

August 8, 2016 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of July 31, 2016.

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

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

Vision Advisors enjoys expansion into new business areas

August 7, 2016 by

In addition to a local-fund offering that has grown to USD 80 million, Vision will begin regional distribution of Lansdowne and Cheyne Capital hedge funds. It already represents Templeton, Rogge and AllianceBernstein funds.

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

JPM Brazil launches Global HY Bond in local currency

August 3, 2016 by

"This new fund will have returns calculated by the local interbank deposit certificate rate – CDI + 3%,” said Giuliano De Marchi, head of sales for Latam.

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

CCR Monthly Approval Report – July 2016

August 3, 2016 by

Goldman led with three products - two ETFs from its ActiveBeta family and one equity fund, while Vanguard followed with two ETFs and Credit Suisse, Pioneer and BNP completed the list with one fund each.

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

UBS sees Latam outflows as tax amnesties stimulate redemptions

August 3, 2016 by

Net withdrawals from emerging-market clients amounted to USD 2.4 billion in the second quarter -- much of it from Latin America - said UBS's chief financial officer Kirt Gardner.

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

Conditions in Chile ripe for creation of state-run AFP

August 3, 2016 by

The government seeks to integrate prison and military employees into the AFP system. Francisco Murillo, CEO of Sura AM, which controls AFP Capital, said he welcomed the initiative.

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

BRZ Patrimônio is Azimut’s third wealth-management acquisition of 2016

August 3, 2016 by

Azimut CEO Pietro Giuliani said the USD 1.2 million acquisition underscores his firm's commitment to Brazil and its "tireless search for local talent."

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

Chilean AFPs continue exodus from US and European equity

August 3, 2016 by

Total allocations in equity as of June, at USD 37 billion, were the lowest in over a year and compare with USD 50 billion a year earlier.

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