Tracking the Activities of Global Asset Managers in Latin America
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2014.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of December 31, 2013.
Companies mentined in this report: iShares; State Street; Vanguard; Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Morgan Stanley; Robeco; ProShares; BBH; JP Morgan; PowerShares; Schroder; ING; Pictet; Amundi; Matthews Funds; Fidelity; WisdomTree; MFS; Pioneer; BlackRock; PIMCO; Invesco; Deka; LarrainVial; AllianceBernstein; BNP Paribas; BNY Mellon; AZ Fund Management; Lyxor; Porvenir; Proteccion; Horizonte; Colfondos; Skandia.
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2014.
Companies mentioned in this report: Adm. Tit y Val.; Allaria Ledesma; Arpenta; Axis; Balanz; Bayfe; BBVA Francés; BNP Paribas; bST; Cima; CMA; Cohen; Consultatio; Convexity; Facimex; Bacs; Fondcapital; Gainvest; Galicia; Galileo; GPS Inestments; Gte de Fondos; HSBC; Itaú; Macro; Mariva; MBA; Megainver; Patagonia; Pellegrini; Proahorro; Provincia;RJ Delta; Sancor Seguros; Santader Río; SBS; Schroders; Surthern Trust; ICBC Bank; Nativa; Nuevo Chaco Fondos; Supervielle.
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2014.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Satander; Scotia; Security; Sura; Zurich
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending March, 2014.
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; DWS; 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; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van; Eck; Vanguard; Vontobel; WisdomTree.
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending March 31, 2014.
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; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of December 31, 2013
Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as January 31, 2014.
Companies mentioned in this report: iShares; Dimensional; Aberdeen; Investec; Franklin Templeton; Morgan Stanley; BlackRock, ING; MFS; Amundi; Fidelity; Matthews Funds; Invesco; JP Morgan; BBH; Deka; AllianceBernstein; LarrainVial; AZ Fund Management; BNY Mellon; BNP Mellon; HSBC; BNP Paribas; Allianz; Lyxor; Protección; Porvenir; Colfondos; Skandia; Horizonte; HSBC; FiduDavivienda; FiduColombia.
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 January 31, 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.
Excel workbook detailing inflows / outflows of Mexican managers mutual funds into international managers funds and ETFs Sponsor. Includes ranking by asset. Period ending February 28, 2014.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; State Street; Schroders; MFS; Franklin Templeton; BlackRock, Principal; Hederson; PowerShares, JP Morgan; EDM; BNP Paribas; Robeco;BBVA; First Trust; Van Eck; Santander; Oppenheim Pramerica; Pioneer; WisdomTree; Investec; Proshares; Fidelity; Global X; PIMCO; ING; Morgan Stanley; United States Commodity Fund; EasyETF; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.
