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 2022 through 2024, and as of September 30, 2025.
Latin American Pension Fund Investments in Cross-Border Securities – September 2025
October 31, 2025 by
Peru – AFP Report Statistics – May 2025
October 30, 2025 by
Excel workbook detailing investments of each Peruvian pension funds to international managers. Includes names of all funds as well as amounts invested in each. Data as of May 31, 2025.
Companies mentioned in this report: iShares, State Street, Vontobel, Vanguard, Schroders, Groupama, Allianz, Comgest, Fidelity, JPMorgan, Barings, PIMCO, UBS, Veritas, Van Eck, Ninety One, Man GLG, Robeco, GAM, PineBridge, DWS, Jupiter, BNP Paribas, Ashmore, Global Evolution, Degroof Petercam, First Trust, Columbia Threadneedle, Candriam, KraneShares, Invesco, Goldman Sachs, WisdomTree, Axa, Credit Suisse, Baillie Gifford, Pictet, Santander, Ossiam, Dimensional, Amundi, Lazard, Morgan Stanley, Matthews, DMS, Lord Abbett, Edmond de Rothschild, Credicorp Capital, Franklin Templeton, Wellington, Neuberger Berman, Berenberg, Aberdeen Standard, Nordea, Nomura, Security, AllianceBernstein, AZ Multi Asset, BlueBay, NN IP, LarrainVial, Moneda, Janus Henderson, Tokio Marine, Muzinich, Uti Goldfinch Funds, HSBC, Acadia, BlackRock, Eastspring, Habitat, Prima, Profuturo, Integra.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – September 2025
October 29, 2025 by
Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes quarterly and year to date NNI data, 90-day % change, month-end assets and market share by managers. Data as of September 30, 2025.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.
Brazilian Mutual Fund Managers Industry Statistics – September 2025
October 29, 2025 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2025.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, etc.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – September 2025
October 29, 2025 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 September 30, 2025.
Companies mentioned in this report:BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM, Axa.
Chilean Life Insurer Investments in International Funds – September 2025
October 28, 2025 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, 2025.
Companies mentioned in this report: iShares, BlackRock, NN IP, JPMorgan, Vanguard, Morgan Stanley, Franklin Templeton, State Street, Principal, Vontobel, KraneShares, Zurich, BNP Paribas, Schroders, Ninety One, DWS, First Trust, Proshares, BlueBay, Van Eck, Man GLG, Amundi, PineBridge, Columbia Threadneedle, Fidelity, PIMCO, Invesco, Pictet, Aberdeen Standard, MFS, GAM, Goldman Sachs, Sura, Confuturo, Bice, Security, MetLife, Principal, Penta, Chilena Consolidada, Mutual de Seguros, EuroAmerica.
Peruvian AFP Investments in Cross Border Vehicles – September 2025
October 27, 2025 by
Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of September 30, 2025.
Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.
Mexican Mutual Fund Industry Statistics – September 2025
October 27, 2025 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2025.
Companies mentioned in this report: BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – May 2025
October 22, 2025 by
Excel workbook detailing inflows/outflows of Peruvian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of May 31, 2025.
Companies mentioned in this report: iShares, JPMorgan, Invesco, State Street, PIMCO, Van Eck, Vanguard, Moneda, Global X, GAM, Vontobel, First Trust, Schroders, Ninety One, LarrainVial, Baillie Gifford, Global Evolution, Credicorp Capital, Robeco, Eastspring, Liontrust, Jupiter, BNP Paribas, Man, DWS, Degroof Petercam, WisdomTree, Allianz, Barings, KraneShares, Neuberger Berman, Ashmore, Edmond de Rothschild, Colchester, Groupama, PineBridge, Oaktree, Veritas, Berenberg, BlueBay, BlackRock, M&G, AllianceBernstein, Natixis, Janus Henderson, Candriam, UTI International, Comgest, UBS, Lord Abbett, Morgan Stanley, Axa, Fidelity, Pictet, Nomura, Santander, Lazard, Franklin Templeton, Amundi, Columbia Threadneedle, Wellington, Goldman Sachs, Credit Suisse, Security, Universal Investment, Nordea, Dimensional, Matthews, Abrdn, Integra, Prima, Profuturo, Habitat.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – May 2025
October 22, 2025 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of May 31, 2025.
Companies mentioned in this report: iShares, JPMorgan, Invesco, State Street, PIMCO, Van Eck, Vanguard, Moneda, Global X, GAM, Vontobel, First Trust, Schroders, Ninety One, LarrainVial, Baillie Gifford, Global Evolution, Credicorp Capital, Robeco, Eastspring, Liontrust, Jupiter, BNP Paribas, Man, DWS, Degroof Petercam, WisdomTree, Allianz, Barings, KraneShares, Neuberger Berman, Ashmore, Edmond de Rothschild, Colchester, Groupama, PineBridge, Oaktree, Veritas, Berenberg, BlueBay, BlackRock, M&G, AllianceBernstein, Natixis, Janus Henderson, Candriam, UTI International, Comgest, UBS, Lord Abbett, Morgan Stanley, Axa, Fidelity, Pictet, Nomura, Santander, Lazard, Franklin Templeton, Amundi, Columbia Threadneedle, Wellington, Goldman Sachs, Credit Suisse, Security, Universal Investment, Nordea, Dimensional, Matthews, Abrdn, Integra, Prima, Profuturo, Habitat.
