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Peruvian AFP Investments in International Mutual Funds – March 2015

April 20, 2015 by

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 March 31, 2015.

Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; Dimensional; Fidelity; JP Morgan; Fidelity; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Mexican Pension Fund Industry Statistics – March 2015

April 20, 2015 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2015.

Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , ,

Chilean AFP Pension Fund Industry Statistics – March 2015

April 20, 2015 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of March 31, 2015.

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

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , ,

Chilean Monthly AFP Report Statistics – March 2015

April 20, 2015 by

Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of March 31, 2015.

Companies mentined 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; Deutsche Bank AG; 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; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

AFP Integra applauds raising of international investment limit in Peru

April 17, 2015 by

Raising the international investment limit to 42% "has been very positive for our system," said Jorge Ramos, CEO of Sura Peru - AFP Integra. "It has allowed us to diversify our investments and achieve positive real returns in all our funds despite the very negative performance of the local stock market."

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Filed Under: News and Trends, Peru, Private Tagged With: , , , , , , ,

BofA Merrill Lynch survey finds concerns of overvaluation in both equity and bond markets

April 17, 2015 by

The proportion of global investors saying equity markets are overvalued has reached its highest level since 2000. A net 25 percent of respondents to the global survey say that global equities are currently overvalued, up from a net 23% in March and a net 8% in February. This is still, however, short of the record-high level of a net 42% in 1999.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , ,

KKR appoints Luis Téllez as senior advisor

April 17, 2015 by

Téllez is the former Chairman of the Board and CEO of the Mexican Stock Exchange, where served for the last five years. In this role, he presided over the largest number of IPO in the history of BMV and he oversaw a full upgrade of the technological capabilities of the exchange.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , ,

Van Eck sees technology driving big Industry changes

April 17, 2015 by

“We’re seeing a sea change not only in the way investment management services are being delivered to clients, but also in the way investors are sourcing and vetting investment ideas,” said Jan van Eck, CEO of Van Eck Global.

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Banorte-Ixe: Open architecture a laudable but challenging goal

April 17, 2015 by

"The principle that anyone can distribute any fund is laudable," but there must also be clear ground rules, a communication platform between fund managers and distributors, and and effort to improve financial literacy of clients, says Alejandro Aguilar Ceballos, CEO of Operadora de Fondos Banorte-Ixe.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , ,

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – March 2015

April 16, 2015 by

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Also includes monthly inflows / outflows and market share. Data as of March 31, 2015.

Companies mentioned in this report: iShares; Vanguard; Aberdeen; State Street; Schroders; MFS; Franklin Templeton; BlackRock, Principal; Hederson; PowerShares, JP Morgan; EDM; BNP Paribas; Robeco;BBVA; First Trust; Van Eck; Santander; Oppenheim Pramerica; Pioneer; WisdomTree; Investec; Fidelity; Global X; PIMCO; ING; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , ,
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