Colombian AFPs sharply increased their investment into Europe in October, while posting positive funds into emerging markets for the first time since May. These moves benefited managers like Vanguard, iShares and Deutsche but hurt others like State Street.
Picton head favors direct AFP investment in alternatives
January 21, 2016 by
The tax benefits of local feeders still make sense for insurers and family offices, says Matías Eguiguren of Picton Advisors. But allowing the tax-exempt pension funds to invest directly offshore "would give them the opportunity to differentiate themselves."
Citibank wealth advisor joins Merrill’s UNHW strategic advisory group
January 21, 2016 by
Fabio Concesi joined Merrill's Lynch’s Strategic Wealth Advisory Group to help clients with USD 10 million or more with their estate planning and other wealth planning.
BofA Merrill: Investors losing confidence and ditching equities
January 21, 2016 by
“Investors are not yet ‘max bearish.' They have yet to accept that we are already well into a normal, cyclical recession/bear market,” says BofA Merrill Lynch's Michael Hartnett.
Natixis boosts marketing team with Santander hire
January 21, 2016 by
The appointment of Natalia García Martín-Andino aims at boosting Natixis’ Iberian and Latin American business.
Peruvian AFP Pension Fund Industry Statistics – December 2015
January 21, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – December 2015
January 20, 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 December 31, 2015.
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.
Mexican Pension Fund Industry Statistics – December 2015
January 20, 2016 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2015.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
AFP Planvital names new chief of foreign investment
January 20, 2016 by
The new head replaces Javiera Prado, who left to join Vision Advisors as institutional manager some months ago.
Chilean AFP Pension Fund Industry Statistics – December 2015
January 20, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
