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Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – February 2014

April 28, 2014 by

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. Data as of February 28, 2014.

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.

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

As assets swell, global managers may reconsider Chilean distribution strategies

April 25, 2014 by

After reaching a certain level of sales, some foreign firms have recognized the need to formalize their local presence. But many still remain faithful to multi-brand distribution. This article takes a fresh look at the pros and cons of the schemes currently in place in Chile.

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

Tax reform will impact the asset management industry

April 25, 2014 by

Some items in the tax reform proposal presented April 1 by President Michelle Bachelet could impact the competitiveness or attractiveneness of asset management vehicles vis-a-vis other savings vehicles.

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

Schroders shuts Brazilian equity fund

April 25, 2014 by

Schroders said the small size of the underperforming Schroder ISF Brazilian Equity had made it impossible to be run cost effectively.

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

Mexican Pension Fund Industry Statistics – March 2014

April 24, 2014 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 2014.

Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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

League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2013

April 24, 2014 by

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: twelve months ending December 31, 2013.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.

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

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – March 2014

April 23, 2014 by

Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Period ending March 31, 2014.
Companies mentioned in this report: Aberdeen; Axa; 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; Actinver; Banamex; BBVA; Compass; GBM; HSBC; Inbursa; Interacciones; Intercam; Ixe ; Principal; Santander; Old Mutual; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.

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

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – March 2014

April 23, 2014 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.

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; 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; Oaktree; 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.

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

Mexican Mutual Fund Industry Net New Investments (NNI) Report – March 2014

April 22, 2014 by

Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of March 31, 2014.

Companies mentioned in this report: Actinver; Banamex; Banorte - Ixe; BBVA Bancomer; Compass; Finaccess; Finamex; GBM; HSB; Inbursa; Interacciones; Intercam; Invex; Mifel; Monex; Multivalores; Nafinsa; Principal; Santander; Schroders; Scotia; Skandia; Sura IM; Franklin Templeton; Valmex; Valores Afirme; Value; Vanguardia; Ve por Más; Vector.

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

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

April 22, 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. Period ending: March 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: , , , , , , , ,
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