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 2020 through 2023, and as of December 31, 2024.
Latin American Pension Fund Investments in Cross-Border Securities – December 2024
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Costa Rican Pension Funds – December 2024
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Data as of December 31, 2024.
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.
Latin American Pension Fund Investments in Cross-Border Securities – November 2024
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 2020 through 2023, and as of November 30, 2024.
Itaú Private Bank taps Brown Advisory for global expansion
Fernando Beyruti, Global Head of Itaú Private Bank, highlighted the potential for this partnership to expand their advisory role in international investments. It bridges local wealth with global investment opportunities, setting a new standard for private banking in Brazil.
Guillermo Zamarripa appointed as new President of FIAP
Zamarripa, will succeed Guillermo Arthur, who led the Federation for over two decades. Additionally, FIAP’s internal structure was reinforced, with Karol Fernández serving as Executive Vice President.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Costa Rican Pension Funds – November 2024
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Data as of November 30, 2024.
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.
BlackRock to acquire HPS IP to deliver integrated solutions across public and private markets
This combination creates an integrated private credit franchise with USD 220 billion in client assets.
Latin American Pension Fund Investments in Cross-Border Securities – October 2024
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 2020 through 2023, and as of October 31, 2024.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Costa Rican Pension Funds – October 2024
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Data as of October 31, 2024.
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.
Regional Mutual Fund Managers Industry Statistics – September 2024
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2024.
Companies mentioned in this report: Banco do Brasil, Itaú, Bradesco, Caixa, Santander, BTG Pactual, BRL, BVA, BlackRock, Read, XP, Kinda, Safra, BW, Opportunity, Sicredi, Sura and Others.








