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Chilean Monthly AFP Report Statistics – January 2015

March 4, 2015 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 January 31, 2015.

Companies mentined in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; 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; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

CCR takes no action on HSBC funds in recent meeting

March 3, 2015 by

The CCR generally takes into consideration the potential for heightened "reputational risk" of an approved fund sponsor, which could impact system returns or negatively influence Chileans' perceptions of the pension system itself.

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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 – January 2015

March 3, 2015 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 January 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.

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

Latin American Pension Fund Investments in Cross-Border Securities – December 2014

March 3, 2015 by

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 2013, and as of December 31, 2014.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , ,

CCR Monthly Approval Report – February 2015

March 2, 2015 by

A total of 14 products were added in February to the list of approved instruments to receive investments from Chilean Pension Managers (AFPs). Schroders led with eight mutual funds, all of them equity products, followed by PIMCO with two mutual funds and First Trust with two ETFs. Eastspring and Fidelity completed the list each with one approval mutual fund.

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

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – December 2014

March 2, 2015 by

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 December 31, 2014.

Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; AZ Fund Management; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Dimensional; Fidelity; Franklin Templeton; HSBC; ING; Invesco; Investec; iShares; JP Morgan; LarrainVial; Lyxor; Matthews Funds; MFS; Morgan Stanley; Old Mutual; Pictet; Pimco; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Vontobel; WisdomTree; Proteccion; Porvenir; Colfondos; Old Mutual; HSBC; FiduDavivienda; Colseguros; Popular; Alianza; Correval.

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

Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – December 2014

March 2, 2015 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 December 31, 2014.

Companies mentioned in this report: Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Robeco; Morgan Stanley; Schroder; JP Morgan; MFS; ING; BBH; Pictet; Amundi; Matthews Funds; Fidelity; BlackRock; Pioneer; WisdomTree; Invesco; Deka; LarrainVial; AllianceBernstein; AZ Fund Management; BNP Paribas; BNY Mellon; HSBC; Allianz; iShares; State Street; Vanguard; Proshares; PowerShares; Pimco; Van Eck; Lyxor; Protección; Porvenir; Colfondos; Old Mutual; HSBC; FiduDavivienda; Colseguros; Popular; Correval.

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

Colombian AFPs’ performance now judged in part against S&P index

February 26, 2015 by

Standard & Poor's Colombia Select Index, along with the pre-existing Colcap, will now form part of a new aggregate index against which local AFPs will benchmark their returns. Other indices meeting criteria laid out by the Superintendencia Financiera can also be added to the aggregate index.

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

Regional Pension Fund Managers Industry Statistics – December 2014

February 23, 2015 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of December 30, 2014.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; INvercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Afirme Bajío; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , ,

Colombian AFP Pension Fund Industry Statistics – December 2014

February 23, 2015 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of December 31, 2014.

Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Horizonte; AFP Colfondos; AFP Skandia.

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