Schroder Brazil's Fernando Cortez told Fund Pro Latin America the firm is pushing to have eight feeder funds on offer by the end of 2018, many distributed exclusively via large third-party banking networks.
Colombian fund industry seeks to raise profile as investor demand heats up
Efforts to align funds according to investment strategy, educate the public and provide better outreach are underway has AUMs climbed more than 20% in 2017, says Marcela Arias of Asofiduciarias.
Holdings Report: Chilean Investment Fund Allocations to Cross-Border Mutual Funds and ETFs- March 2018
Excel workbook detailing chilean investment fund 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, 2018.
Companies mentioned in this report: Aberdeen, Amundi, Ashmore, Axa, BlackRock, BNP Paribas, BNY Mellon AM, BTG Pactual, Comgest, Credicorp Capital, Deutsche, Dimensional, EuroAmerica, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, Groupama, HSBC, Investec, iShares, La Française, LarrainVial, Legg Mason, Lyxor, Matthews, MFS, Moneda, Natixis, NN IP, Nomura, Old Mutual, Pictet, PIMCO, PineBridge, Pioneer, PowerShares, ProShares, Robeco, Schroders, State Street, Threadneedle, United States Commodity Funds, Van Eck, Vanguard, WisdomTree, Compass, MBI, Falcom, Credicorp, Econsult, Banchile, Nevasa HMC, IM Trust, Sartor.
Principal broadens its lineup of life cycle funds in Mexico
The manager launched the conservative Lifestyle "Traditional" fund to cater to conservative investors who "still get a bit nervous with the mix of 80% debt and 20% equity" said the firm's Luis Lozano.
CCR Monthly Approval Report – April 2018
Lombard Odier led with 10 mutual funds registered in the month, while AZ Fund followed with three of its own products. Eleven other mutual funds managers and ETFs sponsors completed the list with one product each.
Market praises role of Sergio Aratangy at pension regulator
The former Euroamerica AGF executive has put a "pro-market" stamp on his work at the Superintendencia de Pensiones regulator that oversees Chile's AFP industry.
Post-merger with Corpbanca, Itaú looks to launch ETFs and vehicles with global partners
"We want to increase the number of ETFs available in the market, which will surely bring more and better options to Chilean (and possibly international) investors," Itaú AGF's Wagner Guida told Fund Pro Latin America.
Colombia – AFP Report Statistics – March 2018
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 March 31, 2018.
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.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – March 2018
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 March 31, 2018.
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.








