JPM's Juan Pablo Medina-Mora says the BetaBuilders US equity ETF offers local investors and asset allocators more efficient access to the US market.
Colombia – AFP Report Statistics – January 2019
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of January 31, 2019.
Companies mentioned in this report: 1832 AM; Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Groupama; Horizons; Invesco; Investec; iShares; Janus Henderson; JP Morgan; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Powershares; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular; Alianza.
Legg Mason to sub-advise three local funds of Mexican sponsor Actinver
"We see substantial growth potential in Mexico," said Lars Jensen, Legg Mason's Head of Americas International.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – January 2019
Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of January 31, 2019.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Popular; Alianza.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Colombian Pension Funds – January 2019
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as of January 31, 2019.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Alianza.
Colombian AFPs shifting ETF exposure to UCITS
BlackRock's Diego Mora confirmed that the AFPs are moving to these vehicles because of their tax efficiency and a host of other characteristics.
Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – January 2019
Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of January 31, 2019.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Morgan Stanley; Vontobel; JP Morgan; Schroders; Goldman Sachs; Advent; WisdomTree; MFS; Franklin Templeton; NB; Blackstone; Partners Group; BlackRock Robeco; Investec; Pictet; Harbour Vest; NN IP; Julius Baer; Threadneedle; Carlyle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; Southern Cross; Finesa; Coller; Apollo; BBH; BNP Paribas; Axa; Warburg Pincus; PineBridge; GSP; Alp; Pomona; Pioneer; BBVA Bancomer; Horizons; AB; Deka; Bain; Court Square; Capital Partners; Ardian; Quilvest; PIMCO; River Stone Carlyle; BNY Mellon; Az Multi Asset; Amundi; Mandarine; Allianz; AllianceBernstein; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Alianza; Colseguros; Popular.
Colombian AFP Pension Fund Industry Statistics – December 2018
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of December 31, 2018.
Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Old Mutual.
Colombian AFPs go yet longer on emerging-markets equities
The AFPs finished April with USD 17.8 billion invested in cross-border funds and ETFs, almost all of which was in equities, after having yanked USD 597 million in the first quarter.








