Dexia joins New York Life Investments’ diversified family of investment boutiques and adds USD 100 billion in assets under management, bringing New York Life Investments’ total assets under management to USD 511 billion.
Fees, returns and reforms on the AFP agenda
Industry actors have shown themselves open to accepting radical changes, apparently in line with the new direction set by the incoming Bachelet administration.
Bruising January for cross-border investments, but local options took a worse beating
Only two equity funds and ETFs among the 144 which receive allocations from Chilean AFPs ended the first month of the year with a positive return. The worst performing vehicle lost 12% for the month.
Canadian Pension Board installs regional investment office in Sao Paulo
The pension fund already has significant investments in Latin America, with nearly USD 4.5 billion invested in real estate, public- and private-equity and infrastructure investments.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Colombian Pension Funds – November 2013
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as November 30, 2013.
Companies mentioned in this report: iShares; Dimensional; Aberdeen; Investec; Franklin Templeton; Morgan Stanley; BlackRock, ING; MFS; Amundi; Fidelity; Matthews Funds; Invesco; JP Morgan; BBH; Deka; AllianceBernstein; LarrainVial; AZ Fund Management; BNY Mellon; BNP Mellon; HSBC; BNP Paribas; Allianz; Lyxor; Protección; Porvenir; Colfondos; Skandia; Horizonte; HSBC; FiduDavivienda.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – November 2013
Excel workbook detailing inflows / outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Period ending November 30, 2013.
Companies mentioned in this report: Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Robeco; Morgan Stanley; Schroder; JP Morgan; MFS; ING; BBH; Pictet; Amundi; Matthews Funds; Fidelity; BlackRock; Pioneer; WisdomTree; Invesco; Deka; LarrainVial; AllianceBernstein; AZ Fund Management; BNP Paribas; BNY Mellon; HSBC; Allianz; iShares; State Street; Vanguard; Proshares; PowerShares; Pimco; Van Eck; Lyxor; Protección; Porvenir; Colfondos; Skandia; Horizonte; HSBC; FiduDavivienda.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – January 2014
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending January 31, 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; DWS; Edmond; de; Rothschild; 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; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van; Eck; Vanguard; Vontobel; WisdomTree.
Argentine unit of Raymond James seals institutional distribution deals with two major US fund houses
The firm, which has already been distributing Eagle Asset Management products in Latin America, announced the strategic alliance on Jan. 30. A total 21 funds were registered for sale with the CCR in Chile.
Van Eck Global adds two Market Vectors ETFs to Mexican offering
Two fixed-income ETFs were added to the long list of 32 products that Van Eck can offer to Mexican pension and and mutual-fund managers through the local stock exchange. Deutsche Securities will act as local sponsor.
Four cross-border funds landed first-time investments in November from Colombian AFPs
Colombian pension funds added another USD 415 million to their holdings of cross-border ETFs and mutual funds in November, surpassing the USD 9 billion level. Aberdeen, BlackRock, Investec and Schroders all succeeded in landing a first-time investment for an equity product during the month.





