When Afore investment in mutual funds is finally permitted, "the dynamics of this market will increase significantly," Louis Viramontes, vice president of international sales at GBM, told Fund Pro Latin America.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – July 2018
August 16, 2018 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of July 31, 2018.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.
AFPs looking to local banks and insurers to strengthen alternatives teams
August 15, 2018 by
New investment rules have provoked a hiring spree among Chilean AFPs, which are revamping their organizational structures on the strategy side to best take advantage of new investment opportunities.
Roger Mogrovejo named to dual CIO role
August 15, 2018 by
Roger Mogrovejo has assumed CIO responsibilities at affiliated insurance companies Chilena Consolidada and Zurich-Santander.
AFP Cuprum’s alternatives-ready investment policy submitted to regulator
August 15, 2018 by
"By combining alternatives appropriately with the rest of the portfolio, we can help our members achieve a better pension," Cuprum's investment manager, Gustavo Price, told Fund Pro Latin America.
BCI Asset Management brings Lennar into its alternatives offering
August 15, 2018 by
Lennar, a real-estate developer in the US, is Bci's fourth global partner, alongside First Trust, Adams Street Partners and WellsFargo, said Bci's Sebastián Rodas.
Chile’s economic-stability fund would see boost in flows under Piñera national-security plan
August 15, 2018 by
A boost in the fund's assets from USD 14 billion to USD 30 billion or more would result from President Piñera's bill to shift some of Codelco's profits from the Armed Forces to the SWF.
Private-debt specialist Sartor AGF goes out in search of foreign clients
August 15, 2018 by
Alfredo Harz, general manager of Sartor AGF, sees an opportunity in offering alternatives strategies - particularly funds linked to private financing - to local and international investors.
Peruvian AFP Investments in International Mutual Funds – July 2018
August 14, 2018 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of July 31, 2018.
Companies mentioned in this report: Aberdeen; Allianz; Amundi; Ashmore; Axa; AZ Fund; BlackRock – iShares; BNP Paribas; BNY Mellon; Deutsche; Dimensional; Eastspring; EDM; Federated Investment; Fidelity; Franklin Templeton; GAM; GBM; Goldman Sachs; Henderson; Invesco; Investec; JP Morgan; Man; Matthews; MFS; Morgan Stanley; Muzinich; M&G; NN Investment ; Nomura; Pictet; Pimco; Pioneer; PowerShares; Robeco; Santander; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.
Chilean Monthly AFP Report Statistics – July 2018
August 13, 2018 by
Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of July 31, 2018.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; Baring; 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; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; Tokio Marine; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.
