Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of June 30, 2026.
Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Skandia.
Peruvian AFP Pension Fund Industry Statistics – June 2026
August 5, 2026 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of June 30, 2026.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Chilean Mutual Fund Industry Statistics – June 2026
August 4, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2026.
Companies mentioned in this report: Ameris; Banchile; BancoEstado; Banco Internacional; Bci; Bice; BTG Pactual; Credicorp; Focus; Itaú; LarrainVial; MBI; Nevasa; Principal; Satander; Sartor; Scotiabank; Security; Sura; Vinci Compass; Zurich.
Peruvian Mutual Fund Industry Statistics – June 2026
August 4, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2026.
Companies mentioned in this report: Scotia Perú, Credifondo, Blum, BBVA Fondos Continental, Sura, Interfondo, BTG Pactual, Faro, Compass, , El Dorado, Diviso Fondos, BD Capital, Promoinvest, Coril, Prudential.
Mexican Mutual Fund Industry Statistics – June 2026
August 3, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2026.
Companies mentioned in this report: BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – June 2026
August 3, 2026 by
Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of June 30, 2025.
Companies mentioned in this report:BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM, Axa.
Colombian Mutual Fund Managers Industry Statistics – June 2026
August 3, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2026.
Companies mentioned in this report:Bancolombia, Grupo Aval, Alianza, Credicorp Capital, BBVA, Davivienda, Corredores Davivienda, CitiValores, La Previsora, BTG Pactual, LarrainVial, Valores Bancolombia, Fiducoldex, ADCAP, SF Desarrrollo Agropecuario, Skandia, Colmena, Colpatria, Helm, Servivalores GNB Sudameris, Credicorp Capital, Sura, Acciones y Valores, Central, Servitrust GNB Sudameris, Acción, Fiducoomeva, BBVA Valores, Renta 4 & Global, Global Securities, Compañía de Profesionales de Bolsa.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2026
July 29, 2026 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), life insurer (LI), investment funds (FIR), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of June 30, 2026.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price
Brazilian Mutual Fund Managers Industry Statistics – June 2026
July 28, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2026.
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.
Brazilian Mutual Fund Managers Industry Statistics – March 2026
May 5, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2026.
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.
