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League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – July 2016

August 25, 2016 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of July 31, 2016.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – July 2016

August 24, 2016 by

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly NNI data, 30-day % change, month-end assets and market share by managers. Data as of July 31, 2016.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

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

Brazilian Mutual Fund Managers Industry Statistics – July 2016

August 24, 2016 by

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

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

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

Sura launches Pacific Alliance bond fund

August 24, 2016 by

Sura's Juan David Perdomo said the Chile-domiciled fund will invest in government and corporate bonds throughout Chile, Mexico, Colombia and Peru. Mirror versions of the fund are expected in other jurisdictions.

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

Brazilian investors not enticed by sharp rise in share prices

August 23, 2016 by

Despite double-digit gains of the local stock market in July, investors dumped balanced and mixed funds and were agnostic on equity vehicles. Flows into short-term funds were strong, however.

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

Fidelity uncovers what drives millionaires to recommend their advisors

August 23, 2016 by

“We have entered a ‘referral economy’ – where we, as consumers, thrive on sharing the people and things we value with those in our social and professional networks,” says Fidelity's Bob Oros.

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

Chilean AFPs bailed on US, Asian and European equities in July

August 23, 2016 by

Meanwhile, the fixed-income category received a USD 661 million allocation that reversed a USD 518 million outflow in June. AUMs of USD 17.5 billion in cross-border fixed income were at a 12-month high.

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

BlackRock reinforces Latam management team

August 23, 2016 by

Andrés De Goyeneche was named regional director for Chile, Peru and Uruguay, while Mauricio Perez Lavin was tapped to lead the product division for institutional clients in Chile.

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

Wealthy see their financial security tied to outcome of US election

August 23, 2016 by

"Across party lines, investors see the economy as the biggest issue in the election, outranking concerns like healthcare, national security and foreign policy," said UBS's Paula Polito.

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

iShares Emerging Markets a magnet for Colombian AFP money

August 23, 2016 by

Amid a pullback from Europe and North America, Colombian AFPs were not shy about plowing nearly USD 500 million into the iShares Emerging Markets ETF in the March-May period.

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