Led by Salvador Moreno Segura, AXA's staff also includes Salvador Galindo Cuspinera (formerly of the local operation of Sura Investment Management) as designer of fund portfolios and head of the local investment team.
Responding to calls for transparency, Consar provides more details on Afore investment strategies
May 26, 2016 by
In an interview with Fund Pro Latin America, the head of the Afore association defended the lack of access to pension fund portfolios, citing the competitive operating environment in which the Afores operate.
Natixis survey finds affluent US investors don’t understand risks behind passive investing
May 26, 2016 by
Natixis's survey found that 64% of investors think index funds will help minimize losses, 69% believe index funds offer better diversification, and 61% believe index funds provide access to the best investment opportunities in the market.
Santiago Arias assumes control of institutional distribution at HMC Capital
May 26, 2016 by
Santiago Arias will lead the business of fund distribution that HMC has built over the last three years, particularly in the area of private equity, a strong suit for the ex-PineBridge Investments manager.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – December 2015
May 23, 2016 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of December 31, 2015.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – December 2015
May 23, 2016 by
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 December 31, 2015.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
Peru – AFP Report Statistics – December 2015
May 23, 2016 by
Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of December 31, 2015.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – December 2015
May 23, 2016 by
Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. 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 December 31, 2015.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – April 2016
May 20, 2016 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 April 30, 2016.
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;
AFPs may gain authorization to invest directly in infrastructure projects
May 18, 2016 by
The proposal would authorize direct investment by AFPs and insurers in infrastructure projects, and no longer require the managers to allocate to local closed-end investment funds.
