Colombia – AFP Report Statistics – September 2026

Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes AUMs of mutual funds, ETFs and private equity funds. Data as of September 30, 2026.

Companies mentioned in this report: iShares, Vanguard, State Street, JPMorgan, Morgan Stanley, Schroders, Baillie Gifford, Groupama, UBS, Wellington, Allianz, Fidelity, Natixis, BNP Paribas, Vontobel, BlackRock, DWS, Invesco, Comgest, Veritas, AllianceBernstein, MFS, SPARX, Janus Henderson, Abrdn, Ninety One, BBH, Robeco, WisdomTree, Franklin Templeton, Barings, Man GLG, NN IP, PIMCO, Matthews, T. Rowe Price, GAM, Lyxor, HSBC, Neuberger Berman, Amundi, GuardCap, Pictet, Credit Suisse, Global X, Credicorp Capital, Lord Abbett, La Française, Goldman Sachs, KraneShares, Sky Harbor, First Trust, BTG Pactual, ProShares, Procure, Dimensional, La Financière de l'Echiquier, Porvenir, Protección, Colfondos, Skandia, FiduDavivienda, Credicorp Capital, Alianza, BTG Pactual, Allianz, Colseguros, GNB Sudameris.

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Peruvian AFP Investments in Cross Border Vehicles – September 2026

Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of September 30, 2026.

Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.

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Chilean regulator and AFPs flag transition risks

The pension regulator is concerned about the portfolio rebalancing needed to align investments with age-based risk profiles, while the pension fund industry is questioning the limited discretion managers will have in setting fund strategies and making investment decisions.

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Multifund E selloff reignites debate over pension withdrawals

Public criticism of the performance of Chile’s AFPs is galvanizing lawmakers opposed to the country’s private pension system.

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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Costa Rican Pension Funds – September 2026

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Costa Rican pension funds market. Data as of September 30, 2026.

Companies mentioned in this report: iShares, Invesco, State Street, DWS, JPMorgan, Schroders, PIMCO, BlackRock, Wisdomtree, Franklin Templeton, Vanguard, Ninety One, Van Eck, JPMorgan, Allianz, Amundi, Credit Suisse, Principal, Goldman Sachs, AllianceBernstein.

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Flow Report – Costa Rican Pension Funds Investments in Cross-Border Funds and ETFs – March 2026

Excel workbook detailing inflows/outflows of Costa Rican pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of March 31, 2026.

Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, BNP Paribas, DWS, First Trust, Franklin Templeton, Global X, HarbourVest, Invesco, iShares, JPMorgan, Jupiter, Lazard, Ninety One, Nuveen, PIMCO, Schroders, Schwab, State Street, UBS, Van Eck, Vanguard, WisdomTree, BAC, BCR, BN Vital, Fondo BNCR, JUNAFO, JUPEMA, OPC-CCSS, Popular, Vida Plena.

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Holdings Report – Costa Rican Pension Fund Investments in Cross-Border Securities – March 2026

Excel workbook detailing Costa Rican pension fund allocations to cross-border mutual funds, ETFs and other securities. Includes names of all securities as well as amounts invested in each. Data as of March 31, 2026.

Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, DWS, Franklin Templeton, Invesco, iShares, JP Morgan, Ninety One, PIMCO, Schroders, State Street, Van Eek, Vanguard, WisdomTree, BACSJ Pensiones, BCR Pension, BN Vital, CCSS-OPC, Popular, Vida Plena.

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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Colombian Pension Funds – September 2026

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as of September 30, 2026.

Companies mentioned in this report: iShares, Vanguard, State Street, JPMorgan, Morgan Stanley, Schroders, Baillie Gifford, Groupama, UBS, Wellington, Allianz, Fidelity, Natixis, BNP Paribas, Vontobel, BlackRock, DWS, Invesco, Comgest, Veritas, AllianceBernstein, MFS, SPARX, Janus Henderson, Abrdn, Ninety One, BBH, Robeco, WisdomTree, Franklin Templeton, Barings, Man GLG, NN IP, PIMCO, Matthews, T. Rowe Price, GAM, Lyxor, HSBC, Neuberger Berman, Amundi, GuardCap, Pictet, Credit Suisse, Global X, Credicorp Capital, Lord Abbett, La Française, Goldman Sachs, KraneShares, Sky Harbor, First Trust, BTG Pactual, ProShares, Procure, Dimensional, La Financière de l'Echiquier, Porvenir, Protección, Colfondos, Skandia.

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Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – September 2026

Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of September 30, 2026.

Companies mentioned in this report: iShares, Vanguard, State Street, JPMorgan, Morgan Stanley, Schroders, Baillie Gifford, Groupama, UBS, Wellington, Allianz, Fidelity, Natixis, BNP Paribas, Vontobel, BlackRock, DWS, Invesco, Comgest, Veritas, AllianceBernstein, MFS, SPARX, Janus Henderson, Abrdn, Ninety One, BBH, Robeco, WisdomTree, Franklin Templeton, Barings, Man GLG, NN IP, PIMCO, Matthews, T. Rowe Price, GAM, Lyxor, HSBC, Neuberger Berman, Amundi, GuardCap, Pictet, Credit Suisse, Global X, Credicorp Capital, Lord Abbett, La Française, Goldman Sachs, KraneShares, Sky Harbor, First Trust, BTG Pactual, ProShares, Procure, Dimensional, La Financière de l'Echiquier, Porvenir, Protección, Colfondos, Skandia.

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Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – September 2026

Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of September 30, 2026.

Companies mentioned in this report: iShares, Vanguard, State Street, JPMorgan, Morgan Stanley, Schroders, Baillie Gifford, Groupama, UBS, Wellington, Allianz, Fidelity, Natixis, BNP Paribas, Vontobel, BlackRock, DWS, Invesco, Comgest, Veritas, AllianceBernstein, MFS, SPARX, Janus Henderson, Abrdn, Ninety One, BBH, Robeco, WisdomTree, Franklin Templeton, Barings, Man GLG, NN IP, PIMCO, Matthews, T. Rowe Price, GAM, Lyxor, HSBC, Neuberger Berman, Amundi, GuardCap, Pictet, Credit Suisse, Global X, Credicorp Capital, Lord Abbett, La Française, Goldman Sachs, KraneShares, Sky Harbor, First Trust, BTG Pactual, ProShares, Procure, Dimensional, La Financière de l'Echiquier, Porvenir, Protección, Colfondos, Skandia.

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