State Street's John Lehner sees "an opportunity for asset managers to provide more strategic views and forecasts through technology, such as podcasts, webinars and video conference calls.”
Survey: Most institutions pleased with managers’ stepped-up communication during crisis
Citi sees second-half rebound in emerging markets, global small- and mid-cap equities
David Bailin, chief investment officer at Citi Private Bank, urged investors to get off the sidelines and put cash to work as a new cycle begins.
BlackRock, others, eye listing of gold ETFs in Chile
Approval of gold representative securities comes as global investors focus on gold due to increased market volatility, said BlackRock's Francisco Rosemberg.
Managers project 20% fall in allocations from Peruvian AFPs
A law allowing withdrawal of 25% of pension savings is having a serious impact on AFP portfolios.
AFPs’ cross-border real-estate and infrastructure investment will not count against equity quotas
The Pension Superintendent said cross-border real-estate and infrastructure products will be classified as fixed-income investments, which should make them more attractive for AFPs.
Chilean lower chamber greenlights withdrawal of 10% of retirement savings
Unexpectedly, the bill gained the support of right-wing parliamentarians, threatening the stability of the individually funded system.
Chilean AFPs flood back into Asian equity, high-yield bonds in April
All told, the AFPs raised their exposure to equity by USD 3.4 billion during the month, while boosting investments in fixed-income funds by USD 1.8 billion.
Chilean Monthly AFP Report Statistics – June 2020
Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of June 30, 2020.
Companies mentioned in this report: Acadian; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; Baillie Gifford; Baring; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Deutsche Bank AG; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Nevasa HMC; Nordea; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Santander; Schroder; SEB; Security; Standard Life Aberdeen; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; Tokio Marine; UBS; Van Eck; Vanguard; Vontobel; WisdomTree
League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean AFP Market – June 2020
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Chilean pension funds market (AFPs). Also includes monthly inflows / outflows and market share. Data as of June 30, 2020.
Companies mentioned in this report: iShares; Vanguard; JP Morgan; Deutsche; Julius Baer; Pioneer; Investec; PIMCO; Schroders; State Street; Robeco; Henderson; Dimensional; Matthews; Invesco; BNP Paribas; Franklin Templeton; Axa; Fidelity; GAM; BNY Mellon AM; Allianz; Aberdeen; NN IP; BlackRock; Eastspring; Morgan Stanley; Goldman Sachs; Pictet; Ashmore; MFS; Vontobel; HSBC; Oaktree; TIAA-CREF; Aviva Investors; UBS; Threadneedle; Nomura; AB; Eurizon; F&C; Nordea; Neuberger Berman; Wellington; Rogge; Credit Suisse; WisdomTree; Man; Baring; BlueBay; Muzinich; Security; EuroAmerica; Van Eck; Natixis.
Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – June 2020
Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of June 30, 2020.
Companies mentioned in this report: JP Morgan; PIMCO; Matthews; Vanguard; Allianz; TIAA-CREF; Vontobel; Threadneedle; Baring; Nordea; Invesco; Morgan Stanley; Aviva Investors; MFS; Dimensional; UBS; Wellington; WisdomTree; F&C; NN IP; GAM; Julius Baer; Oaktree; Credit Suisse; BTG Pactual; Natixis; Man; Rogge; Eurizon; Neuberger Berman; Security; AB; EuroAmerica; Fidelity; BlueBay; BNY Mellon AM; Ashmore; HSBC; Van Eck; Franklin Templeton; Pictet; Nomura; Robeco; Muzinich; Henderson; Goldman Sachs; Eastspring; BNP Paribas; BlackRock; Investec; Pioneer; Schroders; Aberdeen; Deutsche; State Street; Axa; iShares; Zurich Invest.





