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League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – AFP Market – May 2014

June 17, 2014 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 May 31, 2014.

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.

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

With Europe back in vogue, Eurizon takes aim at AFP market

June 17, 2014 by

The group has registered three new funds with the CCR in Chile which will also be offered in Peru and Colombia.

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

Pioneer says Consar is close to greenlighting funding of Banamex mandate

June 16, 2014 by

One of the chief missions of Pioneer in Mexico is to service the demand of the Afores, said Gustavo Lozano (photo). "We believe a natural and necessary way for Afores to diversify their international investments is with managers that are going to help them along the way."

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

Chilean AFPs added USD 743 million to their international portfolios in May

June 16, 2014 by

The dominant trend was to increase equity exposure, with mutual funds and ETFs capturing USD 666 million in new investments. Local distributor Compass Group managed to land new investments from AFPs on behalf of two global managers.

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Filed Under: Chile, News and Trends, Private, Public Tagged With: , , , , , , , , ,

CCR loosens diversification rules for funds offered to local AFPs

June 16, 2014 by

The Commission raised the maximum percentage that mutual and closed-end investment fund portfolios can hold in the instruments of a single issuer or group. In so doing, it allows AFPs to purchase funds that are slightly less diversified.

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

State Street expands advanced beta ETF offering by using MSCI Factor Indices

June 16, 2014 by

The new SPDR MSCI Quality Mix ETFs use multi-factor strategies constructed by combining three MSCI Factor Indices with different risk-return profiles and correlations. The concept of multi-factor holds appeal with most investors as an opportunity to manage risk through combined factor tilts and to enhance the resilience of their portfolios through strategic exposure.

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

Principal Financial Mexico names Veron leader of investment team

June 16, 2014 by

Juan Manuel Veron (photo) also joins Principal Financial Group's executive committee to strengthen the asset management area. He will command the Investment and financial-risks team.

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

Deborah Hazell named new Latam chief at HSBC Global Asset Mgt.

June 16, 2014 by

Hazell (photo) will oversee HSBC Global Asset Management's operations in Brazil, Mexico and Argentina, in addition to the USA and Canada.

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

AFP Capital replaces CIO

June 16, 2014 by

Francisco Guzman Molina (photo) assumes the position that until now was occupied by Ricardo Mogrovejo.

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

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – May 2014

June 13, 2014 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of May 31, 2014.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Oaktree; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree.

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