League Table – Assets Gathered by Latin American Pension Fund Managers – December 2015

This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of December 31, 2015.

Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.

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Panama finally removed from watch list of the Financial Action Task Force

The Central American nation was placed on the list in June 2014 after the IMF deemed there were significant flaws in its anti-money laundering policies.

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Latam private-equity and VC activity didn’t let up in 2015, trade group says

Mexico, the second most active market behind Brazil, saw a record USD 2.3 billion invested through 88 transactions in 2015, said Cate Ambrose, president and executive director of the Latin American Private Equity and Venture Capital Association.

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Brazilian funds reach new milestone despite suffering redemptions in February

Despite February’s net redemptions, the fund industry’s AUM increased by 0.95% for the month, reaching BRL 3 trillion, fueled by asset appreciation.

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Ex Citi and Itaú private bankers hook up with WE Family Office

Manual Cabielles and George Moscoso have joined WE's Miami office as relationship managers, expanding the firm's reach among Latin American families.

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HMC nabs ex-PineBridge manager Santiago Arias

Arias, who will be based in Chile, will help HMC with the rollout of regional equity products.

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Euroclear and Mexican stock exchange form venture to facilitate industry-wide fund supermarket

“Allowing Mexican investors easier access to mutual funds will improve liquidity and develop the local market,” said José Oriol Bosch, the CEO of the BMV stock exchange.

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Chilean AFPs trimmed their exposure to Asia and emerging markets in January

While cutting back broadly on positions across Asia, emerging markets and in the US, the AFPs targeted European equities in January. Some large funds from AXA, iShares, and Henderson, suffered, while State Street and Deutsche had some reason to cheer.

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Peruvian AFP Investments in International Mutual Funds – February 2016

Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of February 29, 2016.

Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Nomura; Wisdom Tree; Wellington; Goldman Sachs; Amundi; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.

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Chilean AFP x AFP Investments in International Mutual Funds – October 2015

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 October 31, 2015.

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.

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