Colombia – AFP Report Statistics – January 2016

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 January 31, 2016.

Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; Az Multi Asset; 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; Correval.

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Peruvian AFP Pension Fund Industry Statistics – March 2016

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of March 31, 2016.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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

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 January 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; Correval; Popular.

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Principal Financial has new CEO in Mexico

Llaneza took over in April, replacing Alejandro Elizondo who became vice-president and CEO of Principal Financial International based in Iowa.

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Sura Mexico makes larger play for affluent business

Sura's "High-Net-Worth Plus" segment aims to attract clients based in part on personalized attention and access to international strategies, says Luis Ortiz, CEO of the voluntary business at Sura Mexico.

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Brazilian equity funds enjoy best month since 2002

The Brazilian stock market appreciated strongly in March, with the Ibovespa moving up by 16.97%, the highest monthly upturn since October 2002, helping Brazilian equity funds post some hefty gains.

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Brazil’s Itaú eyes Citigroup’s Latin American operations

An acquisition of Citi's chain of banks in Latin America would help Itaú reduce its dependence on Brazil, acknowledged the firm's Ricardo Villela Marino, head of Latam operations.

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BlackRock: Institutional investors increasingly embrace factor investing

Factor investing holds that the risks and returns of all investments, no matter how nominally diverse, can be mapped to a set of common factors. BlackRock's Mark McCombe says investors increasingly believe that factor strategies can drive enhanced performance.

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Chilean AFP Pension Fund Industry Statistics – March 2016

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of March 31, 2016.

Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

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Flow Report – Chilean Mutual Fund Manager (AGF) Investments in Cross-Border Funds and ETFs – March 2016

Excel workbook detailing inflows / outflows of Chilean mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of March 31, 2016.

Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Banchile; BancoEstado; Baring; Baron; BBVA; Bci; Bestinver; Bice; BlackRock; Blackstone Asia; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; CorpBanca; Credit Suisse; Cruz del Sur; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; Euroamerica; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IM Trust; IndexIQ; ING; Invesco; Investec; iShares; Itaú; JP Morgan; Julius Baer; Jupiter; La Française AM; LarrainVial; Legg Mason; Lombard Odier; M&G; Matthews Funds; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Penta; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Principal; Proshares; Raiffeisen; REYL; Robeco; Santander; Schroders; Schwab; Scotia; Security; SEI; Skandia; State Street; Sura; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM; Zurich; Banchile; Santande; Bice; Sura; Scotia; Euroamerica; Zurich; CorpBanca; BCI; BTG Pactual; BBVA; Principal; Penta; BancoEstado; IM Trust; Itaú; Cruz del Sur; LarrainVial; Security.

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