Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2012 through 2016, and as of July 31, 2017.
Latin American Pension Fund Investments in Cross-Border Securities – July 2017
September 19, 2017 by
Peruvian AFP Investments in International Mutual Funds – August 2017
September 19, 2017 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 August 31, 2017.
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; NN Investment ; Nomura; Pictet; Pimco; Pioneer; PowerShares; Robeco; Santander; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.
China’s Fosun takes control of Brazilian interactive broker Guide Investimentos
September 18, 2017 by
Guide will maintain its current activities in wealth management, digital platforms, private and institutional brokerage, financial planning and insurance sales, according to current owner, Banco Indusval.
BB DTVM resets global feeder offering as drop in local yields looms
September 17, 2017 by
BB DTVM's Carlos André told Fund Pro Latin America it is readying two products, one of them a feeder fund investing in a cross-border Banco do Brasil multi-manager fund allocating to various global brands, and using a foreign-exchange hedge.
Capital repatriation sparks growth in Mexican fund business
September 17, 2017 by
Repatriation of some MXP 100 billion, driven by the government decree that offers tax incentives on return of undeclared capital, has benefited mutual fund operators, says Principal's Luis Lozano.
Three firms share USD 700 million US Equity mandate from XXI Banorte
September 17, 2017 by
Under the guidance of Sergio Mendez, Afore XXI Banorte funded US equity mandates with three managers, totaling USD 700 million, bringing its funded mandate total to USD 2.8 billion, spread across Europe, Asia and now the United States.
HSBC channels Andean and Central American wealth clients to UBS
September 17, 2017 by
As part of a streamling, HSBC’s Peter Boyles announced that the bank expects up to 40 employees to be offered positions at UBS. Clients will be referred to UBS’s Wealth Management Americas division.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – August 2017
September 15, 2017 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 August 31, 2017.
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.
Colombian AFPs added USD 3 billion to cross-border funds and ETFs through July 2017
September 15, 2017 by
Total AUMs abroad stood at USD 17.8 billion in July, up from USD 17.1 billion in June, their highest level for at least two years and a half. They compare with USD 14.5 billion at the end of last year.
BICE Inversiones tapped to subadvise cross-border fund
September 15, 2017 by
The fund will invest in investment-grade Latin American fixed-income securities and be marketed through various global mutual fund platforms, but under the name (or brand) of a European bank, said t BICE's Enrique Santibáñez.
