Regional Pension Fund Managers Industry Statistics – March 2021

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of March 31, 2021.

Companies mentioned in this report: Habitat, Provida, Capital, Cuprum, Modelo, Planvital, Uno, XXI Banorte, Citibanamex, Profuturo, Sura, Principal, Coppel, PensionISSSTE, Invercap, Inbursa, Azteca, Integra, Prima, Profuturo, Porvenir, Protección, Colfondos, Skandia, Progreso, Quantia, JMMB-BDI, Atlántico BBA Valores, Popular, Reservas, Romana, Crecer, Siembra, Integracion, Republica, AFAP Sura, Union Capital, BAC, BCR, BN, CCSS-OPC, VIDA PLENA OPC.

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Colombian AFP Pension Fund Industry Statistics – March 2021

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of March 31, 2021.

Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Skandia.

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Mexican Pension Fund Industry Statistics – March 2021

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2021.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Peruvian AFP Pension Fund Industry Statistics – March 2021

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of March 31, 2021.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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Chilean AFP Pension Fund Industry Statistics – March 2021

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of March 31, 2021.

Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida, UNO.

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Latin American Pension Fund Investments in Cross-Border Securities – February 2021

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 2016 through 2020, and as of February 28, 2021.

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Chilean AFPs plunge back into cross-border products after 2020 raid by savers

AFPs injected USD 2.3 billion into cross-border funds and ETFs in the month of January 2021.

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Latin American Pension Fund Investments in Cross-Border Securities – January 2021

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 2016 through 2020, and as of January 31, 2021.

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Chilean Life Insurer Investments in International Funds – March 2021

Excel workbook detailing Chilean life insurer allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class and regional investment focus. Data as of March 31, 2021.

Companies mentioned in this report: iShares, BlackRock, NN IP, JPMorgan, Vanguard, Morgan Stanley, Franklin Templeton, State Street, Principal, Vontobel, KraneShares, Zurich, BNP Paribas, Schroders, Ninety One, DWS, First Trust, Proshares, BlueBay, Van Eck, Man GLG, Amundi, PineBridge, Columbia Threadneedle, Fidelity, PIMCO, Invesco, Pictet, Aberdeen Standard, MFS, GAM, Goldman Sachs, Sura, Confuturo, Bice, Security, MetLife, Principal, Penta, Chilena Consolidada, Mutual de Seguros, EuroAmerica.

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Brazilian equity and fixed-income funds drive flow growth in March

The Brazilian fund industry had capital inflows of USD 7 billion in the period.

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