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Chilean AFP x AFP Investments in International Mutual Funds – January 2014

June 4, 2014 by

Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of January 31, 2014.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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

CCR Monthly Approval Report – May 2014

June 3, 2014 by

Twenty-one mutual funds and three ETFs were added in May to the list of approved instruments to receive investments from AFPs. Vanguard and Invesco led with six mutual funds each, followed by Allianz (3), Epsilon (3), DBX (3) Edmond de Rothschild (1), GAM (1) and PIMCO (1).

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

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

June 3, 2014 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 March 31, 2014.

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

Panel recommendation on AFP benchmarks could force additional offshore allocations

June 2, 2014 by

A committee of experts is set to opine on how to set minimum-return benchmarks, and also weigh in on the government's proposal to stimulate the outflow of dollars by encouraging additional cross-border exposure on the part of the AFPs.

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

League Table – Assets Gathered by Latin American Pension Fund Managers – March 2014

May 29, 2014 by

This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of March 31, 2014.

Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.

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

March was iShares month in the Colombian pension fund market

May 28, 2014 by

Emerging-markets- and European-equity oriented products led the preferences of AFP portfolio managers, receiving USD 360 million and USD 185 million, respectively in the month.

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

Pension managers replace equity with mutual funds and ETFs

May 28, 2014 by

Local experts point to disappointing results in Brazilian equities and attractive opportunities in global mid-cap companies that target the consumer sector.

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

Peruvian AFP Pension Fund Industry Statistics – April 2014

May 28, 2014 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of April 30, 2014.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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

Chilean Monthly AFP Report Statistics – April 2014

May 26, 2014 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 April 30, 2014.

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: , , , , , , , ,

Colombia – AFP Report Statistics – March 2014

May 26, 2014 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 March 31, 2014.

Companies mentined in this report: iShares; State Street; Vanguard; Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Morgan Stanley; Robeco; ProShares; BBH; JP Morgan; PowerShares; Schroder; ING; Pictet; Amundi; Matthews Funds; Fidelity; WisdomTree; MFS; Pioneer; BlackRock; PIMCO; Invesco; Deka; LarrainVial; AllianceBernstein; BNP Paribas; BNY Mellon; AZ Fund Management; Lyxor; Porvenir; Proteccion; Horizonte; Colfondos; Skandia.

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