Total allocations from Colombian AFPs to offshore funds and ETFs reached USD 19.2 billion in August.
BlackRock vet joins DWS in senior Latin-American and US-Offshore sales role
October 27, 2018 by
Aiviel Sanchez most recently held the role of offshore relationship manager at BlackRock, where he spent 10 years.
Brazilian government fixed-income ETF to be launched by Itaú
October 27, 2018 by
“We believe that this product has a competitive price and can be accessed by individual and institutional investors,” said Itau's Marcelo Fatio. An IPO of at least BRL 300 million is expected in mid-2019.
Peru – AFP Report Statistics – May 2018
October 26, 2018 by
Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of May 31, 2018.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; Tokio Marine; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Aviva Investors; Habitat; Prima; Profuturo; Integra.
Chilean AFPs’ investment processes could soon incorporate ESG factors
October 25, 2018 by
Local managers are already starting to offer funds with this type of standard, while Moneda Asset Mgt. became the first fund manager in Chile to sign on to the United Nations' Principles for Responsible Investment (PRI).
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – May 2018
October 25, 2018 by
Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. 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 May 31, 2018.
Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; Deutsche; First Trust; GAM; Goldman Sachs; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Chilean AFPs retreated in September; add modestly only to Europe
October 24, 2018 by
In a difficult month, Investec held on to the top spot for brands after having displaced iShares for the Number 1 spot in June. It attracted an additional USD 89 million in September for USD 6.6 billion in overall AUM.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – September 2018
October 24, 2018 by
Excel workbook detailing net new investments (NNI) of all locally registered Peruvian mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of September 30, 2018.
Companies mentioned in this report: AdCap; BBVA Fondos Continental; Credifondo; Interfondo; Divisos Fondos; Promoinvest; Scotia Perú; Sura.
Peruvian Mutual Fund Industry Statistics – September 2018
October 24, 2018 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2018.
Companies mentioned in this report: BBVA Fondos Continental; AdCap; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
New in the Market: Latin America Cross-Border Business Pulse 4Q 2019
October 24, 2018 by
Latin Asset Management is pleased to announce the release of a new quarterly report series, entitled Latin America Cross-Border Business Pulse, produced in collaboration with Broadridge Financial. This innovative report charts new waters by combining quantitative flow and AUM data from Broadridge Financial and Latin Asset Management with expert views of senior investment-industry professionals who share their insights as part of the Latin America Cross-Border Fund Alliance. Members of the Alliance include Fidelity Investments, MFS Investments, Schroders, AllianceBernstein, Legg Mason, Investec and others. Click on the title to be directed to our research site.
