Alternatives Archives - Page 5 of 34 - Fund Pro Latin America

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – December 2023

January 12, 2024 by LAM Research

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, 2023.

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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Filed Under: Colombia, Private, Quantitative Analysis Tagged With: AFP, Alternatives, asset allocation, Asset Managers, Cross-Border, December 2023, Distribution, ETF, etfs, Holdings Report - Colombian Pension Fund Investment in Cross-Border Securities, international investments, Mutual Funds, Pension Funds, Portfolio Management, private equity

Franklin Templeton completes acquisition of Putnam Investments

January 3, 2024 by Fund Pro Latin America

“With complementary capabilities and a track record of strong investment performance, Putnam expands our ability to offer more choice to more clients,” said Jenny Johnson, President and CEO of Franklin Templeton.

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Filed Under: News and Trends, Private, Region Tagged With: Alternatives, Asset Managers, Business Development, Deals, Franklin Templeton, funds, Jenny Johnson, M&A, Putnam Investments

Private investors could be the new target for real estate funds

January 3, 2024 by Isaias Wassermann

Luis Marcelo Indacochea, general manager of Core Capital, said the freezing of AFP investment in alternatives will push industry players to look for other sources of financing.

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Filed Under: News and Trends, Peru, Private Tagged With: Alternatives, Asset Managers, Business Development, Core Capital, Distribution, international investments, Luis Marcelo Indacochea, private equity, Products, real estate

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – August 2023

January 2, 2024 by LAM Research

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, 2023.

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