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Colombia – AFP Report Statistics – July 2016

September 23, 2016 by

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 July 31, 2016.

Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Goldman Sachs; Horizons; Invesco; Investec; iShares; JP Morgan; Julius Baer; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Threadneedle; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular, Alianza.

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

BlackRock hires Carlos Takahashi as strategist

September 23, 2016 by

Former CEO of the country’s largest asset manager, BB DTVM, Takahashi will now serve as advisor to BlackRock in Brazil.

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

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – July 2016

September 23, 2016 by

Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of July 31, 2016.

Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Morgan Stanley; Vontobel; JP Morgan; Schroders; Goldman Sachs; Advent; WisdomTree; MFS; Franklin Templeton; NB; Blackstone; Partners Group; BlackRock Robeco; Investec; Pictet; Harbour Vest; NN IP; Julius Baer; Threadneedle; Carlyle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; Southern Cross; Finesa; Coller; Apollo; BBH; BNP Paribas; Axa; Warburg Pincus; PineBridge; GSP; Alp; Pomona; Pioneer; BBVA Bancomer; Horizons; AB; Deka; Bain; Court Square; Capital Partners; Ardian; Quilvest; PIMCO; River Stone Carlyle; BNY Mellon; Az Multi Asset; Amundi; Mandarine; Allianz; AllianceBernstein; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Alianza; Colseguros; Popular.

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

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – August 2016

September 23, 2016 by

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly NNI data, 30-day % change, month-end assets and market share by managers. Data as of August 31, 2016.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

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

Brazilian Mutual Fund Managers Industry Statistics – August 2016

September 23, 2016 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of August 31, 2016.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

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

Chilean AFPs added allocations to Asia and emerging-market-bond funds in August

September 22, 2016 by

Funds from Templeton and BlackRock led the advance in the Asian region, while an Asian products from Investec and a Japanese fund from Julius Baer were among the biggest losers in August, which was another bad month for US and European funds as well.

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

PIMCO scores with currency-hedged Brazilian fixed-income fund

September 20, 2016 by

"We decided to offer a fund protected from currency volatility," said Luis Otavio Oliveira, vice president of PIMCO and responsible for business development in Latin America.

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

Vision Advisors creates business development area, led by Javiera Prado

September 20, 2016 by

As a replacement for Prado in the institutional area, Vision has named an executive that had previously worked for local third-party representative Swiss Advisors.

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

MFS reorganizes its Latin American sales approach

September 20, 2016 by

MFS has lost two Argentina-based directors, named a Miami-based executive as managing director for the Americas, and ended a third-party distribution relationship with Santiago-based Picton Advisors.

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

Itaú names Safra fund manager as global CIO for private banking area

September 19, 2016 by

Nicholas McCarthy will be based in Sao Paulo and oversee strategy for asset allocation and the investment-advisory business for wealthy Latin American individuals.

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