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. Period ending November 30, 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; 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.
Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – November 2013
Latin American Pension Fund Investments in Cross-Border Securities – September 2013
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument. Year-end totals from December 2008 through 2012, previous month results and as of September 30, 2013.
Brazilian pension funds exploring investment in global private equity
Renê Sanda, chief investment officer of the USD75 billion Previ, said he’d be looking at the efforts of foreign firms to establish ties to Brazil, form partnerships and attract a wider range of investors.
Mexican government proposal would tie part of management fee to performance
The proposal, which would reward higher-performing Afores with larger fees and punish those poorer performers, was immediately panned by the local pension industry association, the Amafore.
Compass Group Mexico wants a piece of the Afore market
In an interview with Latin Asset Management, José Ignacio Armedariz and Luis Palacio said they will be very active in the next two years offering Afores new alternatives to benefit the pension managers' international portfolios.
Holdings Report – Chilean AFP Investment in Cross-Border Securities – November 2013
Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Date as of November 30, 2013.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz Dresdner; America Movil; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Deutsche Bank AG; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Grana y Montero; GS Bank; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Morgan Stanley Bank NA; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Threadneedle; Threadneedle ; TIAA-CREF; UBS; Vale do Rio Doce; Van Eck; Vanguard; Vontobel; WisdomTree
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – November 2013
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 November 30, 2013.
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; Skandia; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
BlackRock: Stocks and corporate bonds have further to run in 2014
BlackRock Investment Institute’s 2014 Investment Outlook, “Squeezing Out More Juice,” considers key factors — such as the gradual exit from quantitative easing in the United States, tentative signs of a (weak) European recovery, Japan’s growth plan and China’s reform agenda — and their potential to create upside surprises or unforeseen downside risks.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – November 2013
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 November 30, 2013.
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.
Santander Chile accepts purchase offer for its asset management subsidiary
Grupo Santander announced the creation of a new holding company, composed of Santander, Warburg Pincus and General Atlantic. Under the terms of the agreement, Warburg Pincus and General Atlantic will jointly control 50% of the holding company. Banco Santander Chile will distribute the products of the fund manager for a period of 20 years.
