Latin American Pension Fund Investments in Cross-Border Securities – July 2019

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2014 through 2018, and as of July 31, 2019.

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Brazilian Mutual Fund Managers Industry Statistics – August 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of August 31, 2019.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

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Colombian AFPs boosted cross-border equity positions in August

The AFPs finished August with USD 16.4 billion invested in cross-border funds and ETFs. They increased their total equity exposure by USD 320 million during the month.

Chilean AFPs yanked USD 2.2 billion from cross-border products in August

The AFPs further reduced exposure to their top allocation, Asian equity, by USD  689 million in August, after having pulled out USD 707 million in July.

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League Table – Assets Gathered by Latin American Mutual Fund Managers – June 2019

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 . Data as of June 30, 2019.

Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Santander; Caixa Econômica Federal; Citigroup; HSBC; BBVA; BTG Pactual; Credit Suisse; J Safra Asset Mgt.; Votorantim; Funcef; BNP Paribas; Legg Mason; Banchile; Sura; Scotia; Banorte – Ixe; Fundacao Cesp; Verde; JP Morgan; Inbursa; Quantitas; Plural Capital; Actinver; BRL Trust; BW; Bci; Sul America Investimentos; Opportunity; Vinci Partners; Pátria; GBM; Grupo Aval; Morgan Stanley; Oliveira Trust ; Icatu; Real Grandeza; Intrag; Credicorp Capital; JGP; Pessoas fisicas Fundacao; LarrainVial; SPX; BancoEstado; Principal; Security; Porto Seguro; Banrisul; Alianza; Gávea; BNY Mellon Asset Mgt.; Vale do Rio Doce Fundacao; Bice; GPS – CFO; Fapes Fundacao; Pragma; Modal; Mapfre; Kinea; Planner; XP Investor; Merrill Lynch; Riviera; MHFT; Davivienda; Rio Bravo Investimentos; Pellegrini; Brasilprev Seguros; BNB; O3; Dynamo; Reliance; Phronesis Investimentos; Petra; Ceres Fundacao; Interacciones; Telos Embratel; CorpBanca; Nafinsa; Compass; Vector; CBS Fundacao; Galicia Adm. de Fondos; Schroders; BBM; Alfa; Consenso; Integral Investimentos; Serpros Fundacao; GAP Prudential; Valmex; Tarpon; Banco Clássico; Kondor; BancoOB; Ibiuna; G5; Valores Bancolombia and Others.

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League Table – Assets Gathered by Latin American Pension Fund Managers – June 2019

This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of June 30, 2019.

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; Global Bank; Quantia; Romana.

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Regional Mutual Fund Managers Industry Statistics – June 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2019.

Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credicorp Capital; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.

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Regional Pension Fund Managers Industry Statistics – June 2019

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2019.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Old Mutuial; XXI Banorte; CitiBanamex; Sura; Profuturo GNP; Principal; Invercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat; Profuturo; Progreso; BPDC; BN; BCR; BAC; VIDA PLENA; CCSS; Popular; Scotiabank; BHD; Global Bank; Quantia; Romana; Republica; Sura; Itaú Unibanco; Bandes.

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Colombian AFPs bailed on US equity in July

The AFPs sold USD 456 million in North American equity funds and ETFs, reducing their AUM in that category to USD 4.1 billion. 

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Latin American Pension Fund Investments in Cross-Border Securities – June 2019

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2014 through 2018, and as of June 30, 2019.

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