Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of September 30, 2017.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
CCR Monthly Approval Report – September 2017
October 12, 2017 by
Eurizon led with three mutual funds registered in the month, all of them domiciled in Luxembourg, followed by PineBridge and UBAM, each with two funds approved.
Colombian AFPs plowed USD 420 million into cross-border funds in August
October 12, 2017 by
Europe, emerging markets and North America attracted the most Colombian AFP allocations in August, with USD 420 million flowing to the three regions for the month.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Colombian Pension Funds – September 2017
October 11, 2017 by
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, 2017.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Alianza.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – September 2017
October 11, 2017 by
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, 2017.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Popular; Alianza.
Colombia – AFP Report Statistics – September 2017
October 11, 2017 by
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of September 30, 2017.
Companies mentioned in this report: 1832 AM; Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Groupama; Horizons; Invesco; Investec; iShares; Janus Henderson; JP Morgan; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Powershares; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular; Alianza.
Chilean Monthly AFP Report Statistics – September 2017
October 11, 2017 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 September 30, 2017.
Companies mentined in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; Baring; 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; Nevasa HMC; Nordea; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Santander; Schroder; SEB; Security; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; Tokio Marine; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.
Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – September 2017
October 11, 2017 by
Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of September 30, 2017.
Companies mentioned in this report: JP Morgan; PIMCO; Matthews; Vanguard; Allianz; TIAA-CREF; Vontobel; Threadneedle; Baring; Nordea; Invesco; Morgan Stanley; Aviva Investors; MFS; Dimensional; UBS; Wellington; WisdomTree; F&C; NN IP; GAM; Julius Baer; Oaktree; Credit Suisse; BTG Pactual; Natixis; Man; Rogge; Eurizon; Neuberger Berman; Security; AB; EuroAmerica; Fidelity; BlueBay; BNY Mellon AM; Ashmore; HSBC; Van Eck; Franklin Templeton; Pictet; Nomura; Robeco; Muzinich; Henderson; Goldman Sachs; Eastspring; BNP Paribas; BlackRock; Investec; Pioneer; Schroders; Aberdeen; Deutsche; State Street; Axa; iShares.
League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean AFP Market – September 2017
October 11, 2017 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 September 30, 2017.
Companies mentioned in this report: iShares; Vanguard; JP Morgan; Deutsche; Julius Baer; Pioneer; Investec; PIMCO; Schroders; State Street; Robeco; Henderson; Dimensional; Matthews; Invesco; BNP Paribas; Franklin Templeton; Axa; Fidelity; GAM; BNY Mellon AM; Allianz; Aberdeen; NN IP; BlackRock; Eastspring; Morgan Stanley; Goldman Sachs; Pictet; Ashmore; MFS; Vontobel; HSBC; Oaktree; TIAA-CREF; Aviva Investors; UBS; Threadneedle; Nomura; AB; Eurizon; F&C; Nordea; Neuberger Berman; Wellington; Rogge; Credit Suisse; WisdomTree; Man; Baring; BlueBay; Muzinich; Security; EuroAmerica; Van Eck; Natixis.
Peruvian AFPs may bump against alternatives ceiling in medium term
October 11, 2017 by
HMC's Daniel Dancourt said if Peruvian AFPs continue to buy alternatives at their current rate, the maximum multi-fund limits may be reached in three to five years.
