“Many investors have expressed strong interest in international dividend and value factor strategies,” said Greg Friedman, head of ETF management and strategy at Fidelity.
EuroAmerica AGF closed 2017 as a market innovator
The Chilean asset manager launched a string of diverse products, including Argentine equity and fixed-income vehicles that captured the attention of institutional and family-office clients.
Schroders bolsters Chilean presence with Banchile tie-up; eyes role in alternatives
The appetite for alternative products from clients in the region is here to stay, says Schroders' head of South American distribution, Alex Toledo.
BlackRock: Boomers missing out on ETF revolution
“Boomers, who came of age during one of the most extended bull markets in memory, may still be holding onto a stock-picking mentality,” says Martin Small, head of US iShares at BlackRock.
MFS opens Americas sales hub in Miami
An initial executive at the new Miami office will be Eric Figueroa, who was named regional representative for the Colombian market.
Chilean AFP x AFP Investments in International Mutual Funds – September 2017
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 September 30, 2017.
Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; Banchile; BancoEstado, Bci; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Candriam; 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; Man; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Santander; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – December 2017
Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of December 31, 2017.
Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; Deutsche; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.
Franklin Templeton names representative in Chile for non-AFP clients
Gonzalo Ramírez, formerly with Legg Mason, will head the new office. The relationship with AFPs will stay in the hands of Vision Advisors.
BlackRock: Global institutions look to real estate, hedge funds and infrastructure as stock valuations peak
BlackRock's Edwin Conway says his clients' two-pronged strategy for navigating risk and volatility is to maintain cash levels and selectively take active positions in alternatives and other illiquid vehicles.
New listings bring Deutsche’s ETF offering in Mexico to 30 products
"Deutsche is always looking for ways to provide investors efficient access to worldwide markets through strategies that best fit their investment needs, says Deutsche's Salvador Gomez.









