Colombian AFPs sharply increased their investment into Europe in October, while posting positive funds into emerging markets for the first time since May. These moves benefited managers like Vanguard, iShares and Deutsche but hurt others like State Street.
Picton head favors direct AFP investment in alternatives
January 21, 2016 by
The tax benefits of local feeders still make sense for insurers and family offices, says Matías Eguiguren of Picton Advisors. But allowing the tax-exempt pension funds to invest directly offshore "would give them the opportunity to differentiate themselves."
Peruvian AFP Pension Fund Industry Statistics – December 2015
January 21, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – December 2015
January 20, 2016 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 December 31, 2015.
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; Falcon; 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; Nomura; Oaktree; Oddo; 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; Security; Muzinich.
AFP Planvital names new chief of foreign investment
January 20, 2016 by
The new head replaces Javiera Prado, who left to join Vision Advisors as institutional manager some months ago.
Chilean AFP Pension Fund Industry Statistics – December 2015
January 20, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – August 2015
January 20, 2016 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 August 31, 2015.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – August 2015
January 18, 2016 by
Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. 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 August 31, 2015.
Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Wisdom Tree; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – August 2015
January 18, 2016 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of August 31, 2015.
Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Wisdom Tree; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.
Peruvian AFP Investments in International Mutual Funds – December 2015
January 14, 2016 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 December 31, 2015.
Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Wisdom Tree; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.
