Measures under discussion run the gamut, from an increase in contribution rates to 14% from 10% and inclusion of the armed forces and police in the private system, to a reduction in the multifund system to three funds from five.
League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean AFP Market – December 2015
January 12, 2016 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Chilean pension funds market (AFPs). Also includes monthly inflows / outflows and market share. Data as of December 31, 2015.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Axa; Investec; Schroders; Fidelity; Pioneer; JP Morgan; BNP Paribas; Invesco; Dimensional; Robeco; Julius Baer; State Street; BlackRock; BNY Mellon AM; Deutsche; Goldman Sachs ; Ashmore; Pictet; PIMCO; BlueBay; Threadneedle; WisdomTree; Matthews Funds; Vontobel; Allianz; Aviva Investors; ING; Henderson; Edmond de Rothschild; HSBC; AllianceBernstein; M&G; UBS; Van Eck; F&C; BTG Pactual; LarrainVial; GLG; Alfred Berg; MFS; TIAA-CREF; Oppenheimer; SEB; Credit Suisse; Morgan Stanley; EuroAmerica; GAM; Natixis; Oaktree; Eurizon.
Holdings Report – Chilean AFP Investment in Cross-Border Securities – December 2015
January 12, 2016 by
Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of December 31, 2015.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.
Chilean AFPs intensify flight from North America; Japan and Europe strong
January 12, 2016 by
Allocation moves of Chilean AFPs in November affected products of Julius Baer, Templeton, Eastspring, Deutsche, Vanguard, State Street and iShares, as focus shifted from the US and Asia to Europe and Japan.
Merrill Lynch installs ex-Fiduciary Trust CEO in Coral Gables office
January 11, 2016 by
Teresa Valdés-Fauli Weintraub left Fiduciary Trust International of the South, an investment-management and private-wealth firm owned by Franklin Templeton, to join Merrill Lynch as a managing director at its Coral Gables office.
CCR Monthly Approval Report – December 2015
January 11, 2016 by
Eleven mutual funds were added in December to the list of approved instruments eligible to receive allocations from Chilean Pension Managers (AFPs). Of those, eight are domiciled in Luxembourg, two in Ireland and one in the USA.
BofA Merrill survey: Majority of investors expect three or more US rate hikes in 2016
January 11, 2016 by
“The strong dollar view is writ large across all asset, regional and sector allocations. It will take a very dovish Fed and weak US earnings to reverse the strong dollar view in 2016,” said BofA Merrill's Michael Hartnett.
Nuveen’s Bob Doll predicts tough road for S&P and better year for global stocks
January 11, 2016 by
For more than 25 years, Robert C. Doll’s annual predictions have taken a deep and thorough look at key factors he believes are positioned to meaningfully shape the economy and markets for the coming year. They further lay the foundation for the noteworthy portfolios he and his team run in the Nuveen Large Cap Equity Series.
Chilean AFP x AFP Investments in International Mutual Funds – August 2015
January 7, 2016 by
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 August 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; 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 – December 2015
January 6, 2016 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of December 31, 2015.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG; Pactual; Deutsche; Dimensional; DWS; Edmond Rothschild; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; M&G; Matthews; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroder; SEB; State Street; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree
