Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2013.
Companies mentioned in this report: Bancolombia; Bogotá; Credicorp Capital; Cititrust; Alianza, Corredores Asociados; Fiducor; Davivienda; Corficolombia; Valores Bancolombia; BGT Pactual; BBVA; Occidente; Serfinco; La Previsora; Helm; Compañia de Profesionales de Bolsa; Acción; Popular; Skandia; Casa de Bolsa; Asesores Valores; Ultrabursatiles;Fiduagraria; CorpBanca Invest. Trust; Colmena; Colpatria; Alianza Valores; Interbolsa; Central; Gestión; SEAF Colombia; Sevitrust GNB Sudameris; Seguridad; Fiducoidex; Progesion; Global Securities; Correval; Colseguros; Petrolera; País; Acciones y Valores; AFIN; Sevivalores GNB Sudameris; Compass Group; Asesoría e Inversiones; Davivalores; HSBC; Acciones de Colombia; Fiducafe; Sudamericana; Proyectar Valores.
Colombian Mutual Fund Managers Industry Statistics – December 2013
Latin American Pension Fund Investments in Cross-Border Securities – December 2013
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument. Year-end totals from December 2009 through 2012, previous month results and as of December 31, 2013.
Volatility in January changed direction of AFP portfolios
According to local analysts, this sudden change of course was due to volatility in certain markets in late 2013 and early 2014, along with the winding down of quantitative easing by the Fed, which resulted in nervousness among portfolio managers, particularly after noting the hit that emerging markets were taking. In terms of flows in January, the big losers were iShares, Aberdeen, Templeton, and Fidelity, while the big winners were Invesco , Robeco and Deutsche.
BTG Pactual names former Citi executive as its Peru chief
Brazil-based BTG Pactual has announced the appointment of José Antonio Blanco as general manager for Peru, responsible for leading BTG Pactual's growth strategy in the following areas: investment banking, asset management, wealth management and sales & trading.
CCR Monthly Approval Report – February 2014
A rundown of the financial instruments approved, rejected and affirmed by the Comisión Clasificadora de Riesgo (CCR). Month of February 2014.
16 mutual funds were added in February to the list of approved instruments to receive investments from Chilean Pension Managers (AFPs). BNP Paribas led with nine mutual funds of its Parvest family, followed by Amundi (2), UBS (2), Allianz (1), Goldman Sachs (1) and JP Morgan (1).
New York Life’s Mexican insurance unit mulls acquisition of local fund manager
New York Life is actually arriving a bit late to the mutual fund arena, since its rivals Allianz and Zurich have already launched third-party fund platforms that can be accessed by their respective producers and financial advisors. New York Life's interest in actually owning an asset manager would, however, elevate the firm beyond simple fund distribution.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – February 2014
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending February 28, 2014.
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; Santanders; Schroder; State Street; Van Eck; Vanguard; WisdomTree.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – February 2014
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending February, 2014.
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; de; 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.
Natixis appoints director of global key accounts for Latam and US offshore
Rodrigo Nunez Aguilar was most recently head of funds and advisory sales for Latin America and US offshore at Barclays. He previously served as New York-based executive director for Latin America and US offshore distribution at Morgan Stanley Investment Management.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – 2013
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.
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; 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; 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.
