The Chilean regulator delisted 34 funds for falling short of the required minimum of USD 100 million in assets under management, while added six mutual funds and six ETFs to the list of approved instruments eligible to receive allocations.
Allianz completes acquisition of Rogge Global Partners
Consistent with AllianzGI’s previous integrations, the distinct dynamics and processes of Rogge's 30-year-old investment philosophy will be maintained within AllianzGI’s global investment platform.
Afore redemptions from foreign equities seen as natural response to volatility
Afores have moved to instruments with the most favorable risk-adjusted returns in light of global volatility in both interest and exchange rates, said Carlos Noriega, president of the AMAFORE.
Under Macri, Argentine fund industry could spark financial-market growth
Fund managers in the country's small capital market hope the government will modify regulations to expand their investment options and allow Argentines repatriating money from abroad to escape penalties if they buy into mutual funds.
Itaú selects Charles Ferraz as head of US-based asset manager
The US-based unit oversees investments in Latin American equities, US debt and funds of funds for Itaú's Brazilian-based and global clients.
Hartford Funds partners with Schroders to expand investment platform
“This relationship will allow us to expand the breadth of our investment capabilities and continue to deliver quality solutions to US investors, both now and in the future,” said Jim Davey, president of Hartford Funds.
Chilean AFP x AFP Investments in International Mutual Funds – January 2016
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 January 31, 2016.
Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; 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.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – May 2016
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of May 31, 2016.
Companies mentioned in this report: AllianceBernstein; Aberdeen; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Credit Suisse; Deutsche; Dimensional; Eastspring; Eurizon; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; Goldman Sachs; Henderson; HSBC; Invesco; Investec; iShares; JP Morgan; Julius Baer; Man; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NN IP; Nomura; Nordea; Oaktree; Pictet; PIMCO; Pioneer; Robeco; Rogge; Schroders; Security; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; Wellington; WisdomTree.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2016
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 31, 2016.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – March 2016
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, 2016.
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; Az Multi Asset; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Popular; Correval.











