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Chilean AFP x AFP Investments in International Mutual Funds – November 2014

April 6, 2015 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 November 30, 2014.

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; 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: , , , , , , , , , , ,

AFP Protección: Informal economy and dueling systems complicate Colombian pension market

April 1, 2015 by

In a wide-ranging interview with Fund Pro Latin America, Mauricio Toro, president of AFP Protección, also commented on the firm's continued preference for ETFs over actively managed cross-border funds.

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

EuroAmerica is latest Chilean manager to list funds in Luxembourg

April 1, 2015 by

Local Chilean fund manager of EuroAmerica has decided to register a High Yield Latam and Small Cap Latam fund in Luxembourg, according to group CEO Henry Comber.

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

A second ex-Sura CIO lands at HMC Itajubá

April 1, 2015 by

Mogrovejo is the second former CIO of a regional Sura-owned pension fund to join HMC Itajubá in the last 24 months. The first was Daniel Dancourt, previously CIO of Integra in Peru. Together, they managed approximately USD 50 billion in Sura pension AUM.

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

Banorte-Ixe taps global firms to lead expansion of international fund line

April 1, 2015 by

Banorte-IXE is partnering with Blackrock, Franklin Templeton and BNP to further its goal of boosting the share of its international lineup to 5% of total AUM.

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

Fitch affirms Sura Asset Management at BBB+

April 1, 2015 by

SUAM's ratings reflect its strong credit profile based on its leading regional franchise, consistent performance, strong operating environment, diversified, stable earnings, sound leverage and debt service ratios, ample expertise and sound risk management, said Fitch.

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

CCR Monthly Approval Report – March 2015

March 31, 2015 by

While Vanguard led with six ETFs registered in the month, all of them UCITs products, BlackRock and Morgan Stanley each won approval for three of their mutual funds.

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

Western Asset readies global funds for local launch in Brazil

March 26, 2015 by

Brazilian-based Western Asset is planning to launch funds with strategies in global fixed income in early July, when CVM Instruction 555 comes into force. The instruction brought major changes to investment funds, including making it easier to create and distribute funds of cross-border funds.

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

Franklin Templeton’s ex-country head Heitor de Souza Lima leaves firm

March 26, 2015 by

With the arrival of longtime US-based Templeton sales executive Marcus Vinicius Gonçalves in 2013, Lima went from country manager to sales manager, with responsibilities for the retail distribution area.

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

AGF Security relaunches Portafolio family using volatility-based risk profiles

March 26, 2015 by

"We took two years to perfect this new methodology, and we are very happy with the results," said investment manager Pablo Jaque. "We are really very motivated with this internal development."

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