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League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – AFP Market – April 2014

May 16, 2014 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Chilean pension funds market (AFPs). Also includes monthly inflows / outflows and market share. Data as of April 30, 2014.

Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Axa; Investec; Schroders; Fidelity; Pioneer; JP Morgan; BNP Paribas; Invesco; Dimensional; Robeco; Julius Baer; State Street; BlackRock; BNY Mellon AM; Deutsche; Goldman Sachs ; Ashmore; Pictet; PIMCO; BlueBay; Threadneedle; WisdomTree; Matthews Funds; Vontobel; Allianz; Aviva Investors; ING; Henderson; Edmond de Rothschild; HSBC; AllianceBernstein; M&G; UBS; Van Eck; F&C; BTG Pactual; LarrainVial; GLG; Alfred Berg; MFS; TIAA-CREF; Oppenheimer; SEB; Credit Suisse; Morgan Stanley; EuroAmerica; GAM; Natixis; Oaktree; Eurizon.

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

Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – April 2014

May 16, 2014 by

Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of April 30, 2014.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; M&G; Matthews; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; Pimco; Pioneer; Robeco; Schroder; SEB; State Street; Threadneedle; Threadneedle ; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – April 2014

May 15, 2014 by

Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of April 30, 2014.

Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Skandia; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; BBVA; BlackRock; BNP; Paribas; EasyETF; EDM; Fidelity; First; Trust; Franklin; Templeton; Global; X; Henderson; ING; Investec; iShares; JP; Morgan; MFS; Morgan; Stanley; Oppenheim; Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State; Street; Van; Eck; Vanguard; WisdomTree.

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

JP Morgan forecasts AFPs will maintain position in local equity

May 14, 2014 by

Despite the leeway available on limits on investing abroad, domestic equity has stabilized at 15% to 19% of portfolio during the last five to six years, which suggests their being influenced by a mix of strategic and political considerations.

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

Market Vectors: Institutions return to EMD; retail investors still fearful

May 14, 2014 by

Fran Rodilosso, fixed income portfolio manager for Market Vectors ETFs, noted that there is evidence that some institutional asset managers, including asset allocation strategists, pension funds, and foreign fund managers, are now increasing exposure to emerging markets in various ways.

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

US-Chile tax treaty would rekindle AFP interest in US-domiciled funds

May 14, 2014 by

If the US does away with charging a 30% withholding tax on certain distributions, US-domiciled funds would gain tax-equalization vis-à-vis Luxembourg and, hopefully, a fresh look from Chilean pension managers.

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

Larrain Vial selects Raptor Trading for global order routing to MILA markets

May 14, 2014 by

“Adding Raptor to our points of entry allows us to expand our regional offering, providing convenience for clients trading the MILA Markets, " said Claudio Larrain, managing partner of Larrain Vial.

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

Fitch affirms top rating for BTG Pactual Asset Management

May 14, 2014 by

The 'Highest Standards' rating reflects Fitch's opinion that the manager's investment platform and operating framework are superior relative to the standards applied by institutional investors in international markets. The rating applies only its domestic Brazilian operations in traditional funds and does not include its overseas asset management activities.

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

Federated Investors embarks on regional distribution effort with backing of RJ Delta

May 14, 2014 by

The firm now has six funds registered with the CCR and new registrations are projected, in the framework of a regional distribution rollout undertaken by the United States' seventh-largest fund manager.

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Filed Under: News and Trends, Private, Region

Pimco and GAM first to register Irish funds as CCR lifts suspension

May 14, 2014 by

The rating agency took Moody's upgrade into consideration when accepting this domicile again. Irish funds had been banned for purchase by Chilean AFPs since September 2011.

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