BlackRock’s Factor-Based Strategies Group, led by Andrew Ang, oversees the broadest suite of factor-based products and capabilities, with more than USD 142 billion in assets under management.
Chilean Mutual Fund Industry Statistics – March 2016
April 7, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2016.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; EuroAmerica; IM Trust; Itaú; LarrainVial; Penta; Principal; Satander; Scotia; Security; Sura; Zurich.
Chilean Mutual Fund Industry Statistics – December 2015
January 25, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2015.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Satander; Scotia; Security; Sura; Zurich
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – March 2014
April 16, 2014 by
Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of March 31, 2014.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Skandia; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; BBVA; BlackRock; BNP; Paribas; EasyETF; EDM; Fidelity; First; Trust; Franklin; Templeton; Global; X; Henderson; ING; Investec; iShares; JP; Morgan; MFS; Morgan; Stanley; Oppenheim; Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State; Street; Van; Eck; Vanguard; WisdomTree.
TIAA-CREF buys Nuveen Investments for USD 6.25 billion
April 14, 2014 by
TIAA-CREF will add USD 221 billion in assets, bringing its funds under management to about USD 800 billion. Both TIAA-CREF and Nuveen have small positions in the Latin American institutional business, though Nuveen is a much more visible brand in wealth-management circles.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Peruvian Pension Fund Market – February 2014
March 17, 2014 by
Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors. Data as of February 28, 2014.
Companies mentioned in this report: Aberdeen; Allianz; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; LarrainVial; Axa; Van Eck; Vanguard ; WestLB; JP Morgan; Fidelity; Habitat; Integra; Prima; Profuturo.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – February 2014
March 13, 2014 by
Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of February 28, 2014.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Skandia; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; BBVA; BlackRock; BNP; Paribas; EasyETF; EDM; Fidelity; First; Trust; Franklin; Templeton; Global; X; Henderson; ING; Investec; iShares; JP; Morgan; MFS; Morgan; Stanley; Oppenheim; Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State; Street; Van; Eck; Vanguard; WisdomTree.
League Table – Assets Gathered by Latin American Mutual Fund Managers – December 2013
March 11, 2014 by
This league table provides a ranking of Latin American Mutual Fund Managers, domiciled in Argentina, Brazil, Chile, Colombia, Mexico and Peru, by AUM. It also includes annual growth/loss and percentage change .
Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Caixa Econômica Federal; Santander; BTG Pactual; HSBC; Citigroup; BBVA; Credit Suisse; Safra Asset Mgt.; Votorantim; JP Morgan; Legg Mason; BNY Mellon AM; Grupo Sura; Banchile; BNP Paribas; Scotia; Banorte - Ixe; Inbursa; Vinci Partners; Opportunity; Sul America Investimentos; Actinver; Intrag; BRL Trust; Bci; BCP; Quantitas; Morgan Stanley; BW; GPS - CFO; JGP; Icatu; SPX; Porto Seguro; Pátria; GBM; Integral Investimentos; GAP Prudential; Banrisul; Plural Capital; Principal; Grupo Aval; Security; Mapfre; Riviera; LarrainVial; Bice; Oliveira Trust ; BancoEstado; Alfa; Nafinsa; Pragma; Davivienda; BNB; Dynamo; Kinea; Kondor; Planner; Modal; Merrill Lynch; Schroders; Petra; Geracao Futuro; Solidus; Alianza; Everest; Reliance; Interacciones; CorpBanca; Consenso; Ibiuna; Global Equity / Global Capital; Banco Clássico; UBS; Peninsula; Fator; Franklin Templeton; Gerval; Phronesis Investimentos; Polo Capital; BBM; Ventor; Valmex; Vector; Mercatto; Claritas; Pellegrini; BRZ; Perfin; Ipanema; Advisor; Fiducor; Quest; Galicia Adm. de Fondos; Squadra Investimentos; Tarpon; Lorinvest.
Latin American Pension Fund Investments in Cross-Border Securities – December 2013
March 7, 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 2012, previous month results and as of December 31, 2013.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Colombian Pension Fund Market – December 2013
February 27, 2014 by
Excel workbook detailing Colombian AFP allocations to mutual fund managers and ETF sponsors. Data as of December 31, 2013.
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, Skandia, Horizonte, HSBC, FiduDavivienda, Popular, Colseguros, FiduColombia.
