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 November 30, 2025.
Latin American Pension Fund Investments in Cross-Border Securities – November 2025
December 30, 2025 by
Holdings Report – Costa Rican Pension Fund Investment in Cross-Border Securities – May 2025
December 23, 2025 by
Excel workbook detailing Costa Rican pension fund allocations to cross-border mutual funds, ETFs and other securities. Includes names of all securities as well as amounts invested in each. Data as of May 31, 2025.
Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, DWS, Franklin Templeton, Invesco, iShares, JP Morgan, Ninety One, PIMCO, Schroders, State Street, Van Eek, Vanguard, WisdomTree, BACSJ Pensiones, BCR Pension, BN Vital, CCSS-OPC, Popular, Vida Plena.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Costa Rican Pension Funds – November 2025
December 19, 2025 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Costa Rican pension funds market. Data as of November 30, 2025.
Companies mentioned in this report: iShares, Invesco, State Street, DWS, JPMorgan, Schroders, PIMCO, BlackRock, Wisdomtree, Franklin Templeton, Vanguard, Ninety One, Van Eck, JPMorgan, Allianz, Amundi, Credit Suisse, Principal, Goldman Sachs, AllianceBernstein.
Balanz unveils new RG 1030 global bond fund leveraging BlackRock’s ETF platform
December 8, 2025 by
The initiative represents one of the early steps by local managers to offer qualified investors locally domiciled vehicles with exposure to international assets.
Mercer and CFA urge for sustainable pension systems
December 2, 2025 by
Latin American pension systems show sharp disparities in the Mercer–CFA Institute Global Pension Index, with Chile leading, Colombia and Peru lagging, and Argentina at the bottom.
Latin American Pension Fund Investments in Cross-Border Securities – October 2025
November 27, 2025 by
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 October 31, 2025.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Costa Rican Pension Funds – October 2025
November 17, 2025 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Costa Rican pension funds market. Data as of October 31, 2025.
Companies mentioned in this report: iShares, Invesco, State Street, DWS, JPMorgan, Schroders, PIMCO, BlackRock, Wisdomtree, Franklin Templeton, Vanguard, Ninety One, Van Eck, JPMorgan, Allianz, Amundi, Credit Suisse, Principal, Goldman Sachs, AllianceBernstein.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2025
November 7, 2025 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), life insurer (LI), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending September 30, 2025.
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.
HMC Capital appoints Cristian Reynal as head of wholesale – Southern Cone
November 5, 2025 by
The investment firm, which manages and advises more than USD 21 billion, strengthens its distribution structure with the appointment of the executive, who will lead commercial initiatives for Argentina and Uruguay.
Holdings Report – Assets Gathered by Cross-Border ETF Sponsors – Latin American Institutional Market – September 2025
November 4, 2025 by
Excel workbook detailing assets gathered by cross-border ETF sponsors in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), life insurer (LI), investment funds (FIR), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Data as of September 30, 2025.
Companies mentioned in this report: BlackRock - iShares, Vanguard, State Street, JPMorgan, DWS, Invesco, WisdomTree, Van Eck, Natixis, Franklin Templeton, Amundi, Fidelity, HSBC, PIMCO, First Trust, Global X, KraneShares, and others.
