Chilean AFP x AFP Investments in International Mutual Funds – March 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 March 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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Pension association suggests allowing smaller Afores to invest in cross-border funds

"This possibility would an interesting revolution for active managers, especially for smaller Afores, which find the cost of mandates beyond their means," said Carlos Noriega, president of Amafore.

This content is reserved for our licensees.

Register

Already a member? Log in here

CCR Monthly Approval Report – July 2015

A global ETF brand registered nine new ETFs in the month, all of them UCITs products, while Invesco, F&C, Goldman Sachs and Van Eck each won approval for one of their own.

This content is reserved for our licensees.

Register

Already a member? Log in here

Goldman Sachs looks for growth in private-client segment in Chile

The manager is expected to close distribution agreements with a handful of local private banks by the end of the year.

This content is reserved for our licensees.

Register

Already a member? Log in here

Bradesco ponies up USD 5.2 billion for HSBC’s Brazilian operation

The deal includes HSBC's local fund management operation, worth USD 26 billion, helping Bradesco surpass Itaú in the Brazilian asset manager ranking.

This content is reserved for our licensees.

Register

Already a member? Log in here

Henderson appoints new US offshore sales manager for Miami

Maria Eugenia Córdova joins Henderson after spending roughly two years each in sales posts at Aberdeen Asset Management and Franklin Templeton in South Florida.

This content is reserved for our licensees.

Register

Already a member? Log in here

Gávea founders reach deal to buy back Brazilian firm from JP Morgan

Gávea will keep its hedge funds and private-equity funds, which are the firm’s core businesses. Equity funds and real-estate funds will likely stay with JP Morgan, which operates as a local asset manager in Brazil.

This content is reserved for our licensees.

Register

Already a member? Log in here

Fóndika AUMs grow 16.2% with purchase of Zurich platform

While Fóndika currently distributes the local and international funds of 10 managers, CEO Juan Carlos Pelayo noted that new regulations will allow the platform to commercialize any publicly offered Mexican funds it finds interesting.

This content is reserved for our licensees.

Register

Already a member? Log in here

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – July 2015

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of July 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

This content is reserved for our licensees.

Register

Already a member? Log in here

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – July 2015

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of July 31, 2015.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.

This content is reserved for our licensees.

Register

Already a member? Log in here