Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of June 30, 2024.
Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Skandia.
Peruvian AFP Investments in Cross Border Vehicles – June 2024
July 23, 2024 by
Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of June 30, 2024.
Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.
Latin American Pension Fund Investments in Cross-Border Securities – May 2024
June 28, 2024 by
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 2020 through 2023, and as of May 31, 2024.
Peruvian AFP Investments in Cross Border Vehicles – May 2024
June 24, 2024 by
Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of May 31, 2024.
Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.
Brazilian Mutual Fund Managers Industry Statistics – May 2024
June 24, 2024 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of May 31, 2024.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, etc.
Latin American Pension Fund Investments in Cross-Border Securities – April 2024
May 29, 2024 by
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 2020 through 2023, and as of April 30, 2024.
League Table – Assets Gathered by Latin American Mutual Fund Managers – March 2024
May 29, 2024 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 . Data as of March 31, 2024.
Companies mentioned in this report: Banco do Brasil, Itaú, Bradesco, Caixa, Santander, BTG Pactual, BRL, BVA, BlackRock, Read, XP, Kinda, Safra, BW, Opportunity, Sicredi, Sura and Others.
Regional Mutual Fund Managers Industry Statistics – December 2023
May 24, 2024 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2023.
Companies mentioned in this report: Banco do Brasil, Itaú, Bradesco, Caixa, Santander, BTG Pactual, BRL, BVA, BlackRock, XP, Credit Suisse, Safra, BW, Opportunity, Funcef, Reag, Oliveira Trust, Banchile, BNP Paribas, Sura and Others.
Brazilian Mutual Fund Managers Industry Statistics – April 2024
May 24, 2024 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of April 30, 2024.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, etc.
Regional Mutual Fund Managers Industry Statistics – March 2024
May 23, 2024 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2024.
Companies mentioned in this report: Banco do Brasil, Itaú, Bradesco, Caixa, Santander, BTG Pactual, BRL, BVA, BlackRock, Read, XP, Kinda, Safra, BW, Opportunity, Sicredi, Sura and Others.
