"Reflation is set to take root this year and could well be the final prompt that institutions have needed to rethink their cash allocations and views on risk," said Edwin Conway, global head of the institutional client business at BlackRock.
Chilean AFP x AFP Investments in International Mutual Funds – September 2016
February 3, 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 September 30, 2016.
Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; 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; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.
Mexican Mutual Fund Industry Statistics – December 2016
February 3, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2016.
Companies mentioned in this report: Banamex; BBVA Bancomer; Santander; Banorte – Ixe; Inbursa; Actinver; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Ve por Más; American Express; Invercap.
Cross-Border Asset Management in Latin America 2017
February 3, 2017 by
The new report by Latin Asset Management, sister firm to Fund Pro Latin America, draws heavily on more than 50 face-to-face interviews conducted in the second half of 2016 with regional representatives of global asset managers, i.e. those based in US Offshore financial centers, as well as Latin American capitals. Commenting on the new effort, Thomas V. Ciampi, director of Latin Asset Management, said the report aims to give global asset managers, especially active fund managers and ETF providers, a comprehensive understanding of the Latin American business opportunity both presently and over the long term. The USD 9,000 report, published on June 1, 2017, is available for USD 5,000 through December 31, 2017.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – December 2016
February 1, 2017 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending December 31, 2016.
Companies mentioned in this report: Vanguard; JP Morgan; iShares; Julius Baer; Pioneer; Deutsche; Investec; Robeco; PIMCO; Matthews; Schroders; State Street; Henderson; Dimensional; Franklin Templeton; Invesco; BNP Paribas; Fidelity; Axa; GAM; Allianz; Aberdeen; BlackRock; BNY Mellon AM; NN IP; Vontobel; Goldman Sachs; Morgan Stanley; Pictet; Eastspring; Ashmore; HSBC; TIAA-CREF; MFS; Threadneedle; Nomura; Aviva Investors; Oaktree; Eurizon; Baring; AB; UBS; Nordea; Wellington; F&C; Neuberger Berman; WisdomTree; AQR; Rogge; PineBridge; Santander; Man; Muzinich; Wells Fargo; PowerShares; Van Eck; Old Mutual; Credit Suisse; EuroAmerica; Security; Legg Mason; Russell; Principal; First Trust; Comgest; Natixis; Itaú; Direxion Shares; Mandarine; Fisher Investments; AZ Multi Asset; La Française; Tokio Marine; Lyxor; M&G; RAM Active Inv.; Amundi; Groupama; BlueBay; Mirae; Merrill Lynch; Union Bancaire Privée; Lombard Odier; First State Investments; MultiConcept; Alquity; Schwab; Guggenheim; Jupiter; Traditional Funds; AdvisorShares; Mirabaud; LarrainVial; Oppenheim; ProShares; Candriam; Global X; T. Rowe Price; Oyster.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – December 2016
February 1, 2017 by
Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of December 31, 2016.
Companies mentioned in this report: Vanguard; JP Morgan; iShares; Julius Baer; Pioneer; Deutsche; Investec; Robeco; PIMCO; Matthews; Schroders; State Street; Henderson; Dimensional; Franklin Templeton; Invesco; BNP Paribas; Fidelity; Axa; GAM; Allianz; Aberdeen; BlackRock; BNY Mellon AM; NN IP; Vontobel; Goldman Sachs; Morgan Stanley; Pictet; Eastspring; Ashmore; HSBC; TIAA-CREF; MFS; Threadneedle; Nomura; Aviva Investors; Oaktree; Eurizon; Baring; AB; UBS; Nordea; Wellington; F&C; Neuberger Berman; WisdomTree; AQR; Rogge; PineBridge; Santander; Man; Muzinich; Wells Fargo; PowerShares; Van Eck; Old Mutual; Credit Suisse; EuroAmerica; Security; Legg Mason; Russell; Principal; First Trust; Comgest; Natixis; Itaú; Direxion Shares; Mandarine; Fisher Investments; AZ Multi Asset; La Française; Tokio Marine; Lyxor; M&G; RAM Active Inv.; Amundi; Groupama; BlueBay; Mirae; Merrill Lynch; Union Bancaire Privée; Lombard Odier; First State Investments; MultiConcept; Alquity; Schwab; Guggenheim; Jupiter; Traditional Funds; AdvisorShares; Mirabaud; LarrainVial; Oppenheim; ProShares; Candriam; Global X; T. Rowe Price; Oyster.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – December 2016
February 1, 2017 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 December 31, 2016.
Companies mentioned in this report: AdCap; BBVA Fondos Continental; Credifondo; Interfondo; Divisos Fondos; Promoinvest; Scotia Perú; Sura.
Peruvian Mutual Fund Industry Statistics – December 2016
February 1, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2016.
Companies mentioned in this report: BBVA Fondos Continental; AdCap; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Chilean Mutual Fund Industry Statistics – December 2016
January 30, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2016.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; EuroAmerica; IM Trust; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.
Argentine Mutual Fund Industry Net New Investments (NNI) Report – December 2016
January 30, 2017 by
Excel workbook detailing net new investments (NNI) of all locally registered Argentine 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 December 31, 2016.
Companies mentioned in this report: Adm. Tit y Val.; Allaria Ledesma; Arpenta; Axis; Balanz; Bayfe; Frances ADM. de Inv.; BNP Paribas; bST; Cima; CMA; Cohen; Consultatio; Convexity; Facimex; BACS; Fondcapital; Gainvest; Galicia; Galileo; GPS Inestments; Gte de Fondos; HSBC; Itaú; Macro; Mariva; MBA; Megainver; Patagonia; Pellegrini; Proahorro; Provinfondos; RJ Delta; Sancor Seguros; Santader Río; SBS; Schroders; Southern Trust; Supervielle.
