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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – June 2017

July 4, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of June 30, 2017.

Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , , ,

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – June 2017

July 4, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of June 30, 2017.

Companies mentioned in this report: Van Eck; EuroAmerica; Aberdeen; Invesco; Fidelity; Henderson; Franklin Templeton; GAM; JP Morgan; Matthews; Schroders; Baring; BNY Mellon AM; Vontobel; Allianz; Investec; Eastspring; UBS; Deutsche; Tokio Marine; BlackRock; Nordea; Ashmore; Wellington; iShares; F&C; Eurizon; Pictet; Candriam; HSBC; BNP Paribas; State Street; Threadneedle; Julius Baer; Robeco; Dimensional; Pioneer; Vanguard; Natixis; BlueBay; Goldman Sachs; Credit Suisse; AB; Morgan Stanley; Aviva Investors; Nomura; MFS; Security; Man; AQR; Axa; PIMCO; Oaktree; Neuberger Berman; NN IP; Rogge; Muzinich; TIAA-CREF; WisdomTree; Moneda.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Chilean AFP x AFP Investments in International Mutual Funds – February 2017

July 4, 2017 by

Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of February 28, 2017.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; Banchile; BancoEstado, Bci; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Candriam; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Man; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Santander; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

Rothschild takes another stab at Chilean market

July 3, 2017 by

Edmond de Rothschild, which shuttered its Santiago-based proprietary-distribution office in a couple of years back, now says it will work with Banchile Administradora de Fondos to rejoin the fray.

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Filed Under: Chile, News and Trends, Private Tagged With: , , ,

CCR Monthly Approval Report – June 2017

July 3, 2017 by

UBAM led with four mutual funds registered in the month, three of them bond products, followed by Allianz and Investec, each with one fund approved.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , ,

Brazilian fund industry raises BRL 12.3 billion in May amid new political scandals

June 28, 2017 by

Despite the political turmoil, the fund industry shows net inflows of BRL 106 billion year‐to‐date, more than double the amount seen in the same period of 2016, when it reached BRL 46.3 billion.

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Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , ,

Bachelet parting gift would force AFPs to pay portion of fund fees

June 28, 2017 by

A few months before presidential and parliamentary elections, a reform initiative proposes that AFPs pay 10% to 15% of management fees, which would directly impact these managers’ profits, Fund Pro Latin America has learned.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , ,

Third-party distributor Becon Investment adds Neuberger Berman to lineup

June 27, 2017 by

“We are looking forward to presenting the Neuberger Berman platform to our clients and are proud to represent and expand the firm’s presence in Latin America," said Becon's Fred Bates.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , ,

Compass puts ex-BlackRock pro in charge of Lima office

June 27, 2017 by

Compass has promoted Jorge Díaz to head of its Lima office, after joining the firm a year ago to lead relations with institutional clients in the region. Díaz had worked for seven years at BlackRock in charge of selling iShares in Chile and Peru.

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Filed Under: News and Trends, Peru, Private Tagged With: , , , , , , , , ,

Amundi-Pioneer merger set to close on July 3

June 27, 2017 by

Amundi CEO, Yves Perrier, said: “The acquisition of Pioneer is a major step in the implementation of Amundi's strategy. It enables us to consolidate our position as European leader while enhancing the range of products and services offered to our clients."

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , ,
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