The asset manager hopes the two funds, which launched on Jan. 6, will raise a combined BRL 600 million in the first quarter of 2014.
Chilean Life Insurer Investments in International Funds – September 2013
January 9, 2014 by
Excel workbook detailing Chilean life insurer 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 and regional investment focus. Data as of September 30, 2013.
Companies mentioned in this report: ING; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroder; Oppenheim; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; Euro America; Consorcio Nacional; Chilena Consolidada; Sura; Cruz del Sur; Principal; Bice; Corp; MetLife; Penta; Bci; Ohio National; Security
Colombian pension managers added a USD 1 billion to their cross-border portfolios in October
January 6, 2014 by
Colombian AFP pension funds added USD 580 million to their positions in cross-border securities in October, of which 80% was applied to ETFs. Purchases were concentrated in equity-oriented products to the USA and Europe. Products of State Street and iShares benefitted the most for the new inflows.
Unified fund law in Chile: On the road to Luxembourg?
January 6, 2014 by
While an exemption for foreign investors from the 35% capital gains tax on remittances is what is what drove interest in the law, other modifications to closed-end fund regulations should widen their appeal among all types of investor groups, both domestically and regionally.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – December 2013
January 6, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending December 31, 2013.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; 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
Nevasa HMC seeks additional partnerships with global private-equity managers
January 3, 2014 by
While its main clients are Chilean AFPs, the manager is becoming interested in capital from private and institutional banks in the region, particularly Peru and Colombia. Currently, the firm has raised USD330 million in committed capital for three different funds.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – December 2013
January 2, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending December 31, 2013.
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; 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; TIAA-CREF; UBS; Van; Eck; Vanguard; Vontobel; WisdomTree.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – October 2013
December 30, 2013 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. Period ending October 31, 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, Popular, Colseguros, FiduColombia.
BBVA merger puts Corpbanca’s cross-border partnership in doubt
December 30, 2013 by
Corpbanca's recently formed agreement with Spanish-owned March Gestión de Fondos, which would have introduced the latter's products - or at least advisory skills - to the institutional market in Latin America - would appear to be in doubt in light of the proposed deal with BBVA.
Aberdeen replaces Americas head
December 27, 2013 by
Aberdeen has changed the leadership of its Americas business with the recruitment of David Steyn from rival asset manager AllianceBernstein.
