The deal completes Aviva’s geographical coverage of Iberia and Latin America, complementing an existing partnership with Excel Capital, which represents Aviva in institutional markets in Chile, Peru and Colombia.
DoubleLine signs with HMC for distribution in Chile and Peru
March 25, 2020 by
To initiate marketing activity in the region, both firms chose to highlight the Shiller Enhanced CAPE fund, registered with the Chilean Risk Rating Commission on October 24, 2019.
AI and ESG augment the capabilities of French manager ODDO BHF
March 14, 2020 by
One of the largest independent asset managers in the Eurozone and founded in 1849, the family-owned French-German manager has a very long track record in European financial markets.
Latin American Pension Fund Investments in Cross-Border Securities – November 2019
February 19, 2020 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 2014 through 2018, and as of November 30, 2019.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2019
February 3, 2020 by
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 December 31, 2019.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; 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
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2019
February 3, 2020 by
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 December 31, 2019.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; 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.
Latin American Pension Fund Investments in Cross-Border Securities – October 2019
January 22, 2020 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 2014 through 2018, and as of October 31, 2019.
Fidelity’s 11th “Millionaire Outlook Study” finds health concerns are top stressors for all investors
January 13, 2020 by
“There are a lot of stressors in life that are universal and difficult to predict, like health issues or the state of the economy," says Fidelity's David Canter.
Latin American Pension Fund Investments in Cross-Border Securities – September 2019
December 9, 2019 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 2014 through 2018, and as of September 30, 2019.
Schroders: Investor ambitions fail to reflect their actions within sustainable investments
October 7, 2019 by
“There remains a gulf between people’s sustainable investment aspirations and the reality of how they prioritize these factors," says Schroders' Jessica Ground.
