League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – October 2021

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of October 31, 2021.

Companies mentioned in this report: Aberdeen Standard, Actinver, AllianceBernstein, Amundi, AQR, BBVA, BlackRock, Compass, Deutsche Bank, Direxion Shares, DWS, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, HSBC, Invesco, iShares, John Hancock, JPMorgan, KraneShares, Lyxor, Man GLG, MFS, Mondrian, Natixis, Pictet, PIMCO, Principal, ProShares, Santander, Schroders, State Street, UBS, Union Bancaire Privée, Van Eck, Vanguard, WisdomTree, BBVA, BlackRock, Scotia, Actinver, Santander, Valmex, Banorte - Ixe, Sura IM, Franklin Templeton, HSBC, Inbursa, Vector, GBM, Principal, Compass, Skandia, Multiva, Invex, Finaccess, Intercam, Axa, Azimut, BNP Paribas, CI Fondos, Monex, Nafinsa, Finamex , Pichardo AM, Afirme.

This content is reserved for our licensees.

Register

Already a member? Log in here

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – October 2021

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. Data as of October 31, 2021.

Companies mentioned in this report: Aberdeen Standard, Actinver, AllianceBernstein, Amundi, AQR, BBVA, BlackRock, Compass, Deutsche Bank, Direxion Shares, DWS, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, HSBC, Invesco, iShares, John Hancock, JPMorgan, KraneShares, Lyxor, Man GLG, MFS, Mondrian, Natixis, Pictet, PIMCO, Principal, ProShares, Santander, Schroders, State Street, UBS, Union Bancaire Privée, Van Eck, Vanguard, WisdomTree, BBVA, BlackRock, Scotia, Actinver, Santander, Valmex, Banorte - Ixe, Sura IM, Franklin Templeton, HSBC, Inbursa, Vector, GBM, Principal, Compass, Skandia, Multiva, Invex, Finaccess, Intercam, Axa, Azimut, BNP Paribas, CI Fondos, Monex, Nafinsa, Finamex , Pichardo AM, Afirme.

This content is reserved for our licensees.

Register

Already a member? Log in here

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – October 2021

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 October 31, 2021.

Companies mentioned in this report: Aberdeen Standard, Actinver, AllianceBernstein, Amundi, AQR, BBVA, BlackRock, Compass, Deutsche Bank, Direxion Shares, DWS, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, HSBC, Invesco, iShares, John Hancock, JPMorgan, KraneShares, Lyxor, Man GLG, MFS, Mondrian, Natixis, Pictet, PIMCO, Principal, ProShares, Santander, Schroders, State Street, UBS, Union Bancaire Privée, Van Eck, Vanguard, WisdomTree, BBVA, BlackRock, Scotia, Actinver, Santander, Valmex, Banorte - Ixe, Sura IM, Franklin Templeton, HSBC, Inbursa, Vector, GBM, Principal, Compass, Skandia, Multiva, Invex, Finaccess, Intercam, Axa, Azimut, BNP Paribas, CI Fondos, Monex, Nafinsa, Finamex , Pichardo AM, Afirme.

This content is reserved for our licensees.

Register

Already a member? Log in here

Peruvian Mutual Fund Industry Statistics – September 2021

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2021.

Companies mentioned in this report: Scotia Perú, Credifondo, BBVA Fondos Continental, Sura, Interfondo, BTG Pactual, Faro, Independiente, El Dorado, Diviso Fondos, BD Capital, Promoinvest.

This content is reserved for our licensees.

Register

Already a member? Log in here

Chilean AFP x AFP Investments in International Funds – June 2021

Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of June 30, 2021.

Companies mentioned in this report: iShares, Schroders, JPMorgan, PIMCO, Allianz, DWS, Ninety One, Robeco, UBS, Vanguard, Baillie Gifford, Aberdeen Standard, Veritas, Amundi, Man GLG, Goldman Sachs, GAM, State Street, Moneda, BNP Paribas, Axa, Lord Abbett, HSBC, Pictet, Fidelity, Invesco, Barings Dimensional, PineBridge, Credit Suisse, NN IP, Morgan Stanley, Janus Henderson, Banchile, Nordea, BlueBay, LarrainVial, Lazard, BTG Pactual, Nomura, AQR, Bci, EFG, Vontobel, Neuberger Berman, Compass, Santander, Ashmore, Berenberg, Toesca, Independencia, AllianceBernstein, Franklin Templeton, Bice, Credicorp Capital, Aviva Investors, Security, Capital Advisors, CMB LV, TIAA-CREF, CMB Prime, DoubleLine, Oaktree, BMO, BlackRock, Eastspring, BancoEstado, Mirae, KKR, Muzinich, Carlyle, Hamilton Lane, MainFirst, Lyxor, Van Eck, CVC CP, Lexington, LGT Capital Partners, HarbourVest, Avenue Capital Group, Vista Equity Partners, Ardian, HPS IP, Frontral, Partners Group, Matthews, Oak Hill Advisors, Blackstone, Edmond de Rothschild, Ameris, Antin Infrastructure Partners, Candriam, Legal & General, EQT Partners, Warburg Pincus, StepStone, Cinven, Permira, Triton Partners, Bradesco, Apax, William Blair, Coller IP, Hellman &Friedman, Scotia, Cerberus CM, La Financière de l'Echiquier, AZ Multi Asset, Platinum Equity, TPG GenPar, Zurich, Carval Investors, Strategic Partners, Apollo, Linzor CP, Itaú, WisdomTree, SPARX, ICG, Intermediate Capital Group, T. Rowe Price, Acadian, Lone Star, Volcom Capital, Falcom Capital, Link CP, IK Investment Partners, ODDO BHF, Southern Cross, Ares, Altamar, Landmark, Fortress, EuroAmerica, BNY Mellon AM, Stone Harbor, Habitat, Provida, Cuprum, Capital, Modelo, Planvital, Uno.

This content is reserved for our licensees.

Register

Already a member? Log in here

Latin American Pension Fund Investments in Cross-Border Securities – September 2021

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2016 through 2020, and as of September 30, 2021.

This content is reserved for our licensees.

Register

Already a member? Log in here

League Table – Assets Gathered by Latin American Pension Fund Managers – September 2021

This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of September 30, 2021.

Companies mentioned in this report: Sura, Habitat, Principal, Banorte, Metlife, Grupo Aval, Banamex, Profuturo GNP, Coppel, PensionISSSTE, BCP, Invercap, Modelo, Scotiabank, Republica, Banco Azteca, Inbursa, Planvital, Skandia, BPDC, Popular, Banco Nacional, Grupo Rizek, Itaú Unibanco, BHD, BCR, BanReservas, BAC, Bandes, Vida Plena, CCSS-OPC, UNO, Banco General, Global Bank, Atlántico BBA Valores, Romana, JMMB-BDI, Quantia AFP Corporation.

This content is reserved for our licensees.

Register

Already a member? Log in here

League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2021

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending September 30, 2021.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C.

This content is reserved for our licensees.

Register

Already a member? Log in here

Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2021

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of September 30, 2021.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price

This content is reserved for our licensees.

Register

Already a member? Log in here

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – September 2021

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending September 30, 2021.

Companies mentioned in this report: iShares, Schroders, JPMorgan, PIMCO, DWS, Allianz, Ninety One, Vanguard, Robeco, Baillie Gifford, UBS, Aberdeen Standard, Veritas, State Street, Goldman Sachs, BNP Paribas, Invesco, Amundi, Pictet, Lord Abbett, Man GLG, Barings, GAM, Axa, PineBridge, Dimensional, BlueBay, Morgan Stanley, Fidelity, HSBC, Nomura, Credit Suisse, Janus Henderson, Lazard, Vontobel, BlackRock, Nordea, Moneda, Santander, LarrainVial, Berenberg, AQR, EFG, NN IP, Neuberger Berman, Ashmore, Franklin Templeton, Eastspring, Bci, Security, Van Eck, Credicorp Capital, TIAA-CREF, DoubleLine, Principal, Aviva Investors, AllianceBernstein, Mirae, T. Rowe Price, BTG Pactual, Oaktree, PGIM, Lyxor, MainFirst, BMO, Columbia Threadneedle, Legg Mason, Wellington, MFS, Ark, Acadian, Edmond de Rothschild, WisdomTree, Candriam, Degroof Petercam, Muzinich, Quadriga, Gavekal, Direxion Shares, William Blair, Legal & General, Zurich, Manulife, Matthews, EDM, Groupama, Bradesco, Comgest, First State, Uti Goldfinch Funds, Wells Fargo, Itaú, Lombard Odier, AZ Multi Asset, Source, KraneShares, TCW, Ossiam, Fisher Investments, La Financière de l'Echiquier, Tokio Marine, Global X, First Trust, Natixis, Barclays, ODDO BHF, Virtus, SPARX, RAM Active Inv., Brown Advisory, M&G, Proshares, BNY Mellon AM, Jupiter, La Française, John Hancock, Swisscanto, Alquity, Amplify, ETFMG, US Global Investors, Ethos, Carlisle, FlexShares.

This content is reserved for our licensees.

Register

Already a member? Log in here