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 2023 through 2025, and as of September 30, 2026.
Latin American Pension Fund Investments in Cross-Border Securities – September 2026
October 29, 2026 by
Latin American institutional allocations: Which funds are attracting first-time investments?
October 29, 2026 by
From climate-aligned global equities to local-currency emerging-market debt and physical gold, five mutual funds and ETFs received their first investments in September 2026.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2026
October 26, 2026 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, 2026.
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.
Holdings Report – Assets Gathered by Cross-Border ETF Sponsors – Latin American Institutional Market – September 2026
October 23, 2026 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, 2026.
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.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2026
October 23, 2026 by
Excel workbook detailing assets gathered by cross-border fund managers 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 and Peruvian pension funds (AFPs). Data as of September 30, 2026.
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
VanEck deepens commitment to Latam with expanded leadership
October 19, 2026 by
The expansion includes plans to grow its dedicated distribution team and continue investing in product access and market support. Karen Knight has been named Managing Director, Head of Latin America.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Costa Rican Pension Funds – September 2026
October 16, 2026 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Costa Rican pension funds market. Data as of September 30, 2026.
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.
Flow Report – Costa Rican Pension Funds Investments in Cross-Border Funds and ETFs – March 2026
October 16, 2026 by
Excel workbook detailing inflows/outflows of Costa Rican pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of March 31, 2026.
Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, BNP Paribas, DWS, First Trust, Franklin Templeton, Global X, HarbourVest, Invesco, iShares, JPMorgan, Jupiter, Lazard, Ninety One, Nuveen, PIMCO, Schroders, Schwab, State Street, UBS, Van Eck, Vanguard, WisdomTree, BAC, BCR, BN Vital, Fondo BNCR, JUNAFO, JUPEMA, OPC-CCSS, Popular, Vida Plena.
Holdings Report – Costa Rican Pension Fund Investments in Cross-Border Securities – March 2026
October 16, 2026 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 March 31, 2026.
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.
Latin American Pension Fund Investments in Cross-Border Securities – August 2026
October 1, 2026 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 2023 through 2025, and as of August 31, 2026.
