Chilean AFPs redeemed heavily from North America in March 2017, pulling the most AUMs since August, while boosting their allocations to Japan and Europe, benefiting Eastspring Japan Dynamic-B and iShares MSCI Eurozone.
Brazilian funds took in record amounts in first quarter of 2017
May 1, 2017 by
The industry's first-quarter net inflows reached BRL 109 billion (USD 35 billion), the highest ever in a first quarter. The positive flows pushed the fund industry’s net assets to BRL 3.7 trillion (USD 1.03 trillion).
Mexican Pension Fund Industry Statistics – March 2017
April 28, 2017 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2017.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Peruvian AFP Pension Fund Industry Statistics – March 2017
April 26, 2017 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of March 31, 2017.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Latin American Pension Fund Investments in Cross-Border Securities – February 2017
April 20, 2017 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 2012 through 2016, and as of February 28, 2017.
Colombian AFPs allocations abroad at three-month high as US focus dominates
April 9, 2017 by
Colombian pension-manager investments abroad reached a three-month high in January, as allocations to North America outpaced heavy redemptions from emerging markets. Japan also had a net positive month.
Latin American Pension Fund Investments in Cross-Border Securities – January 2017
March 27, 2017 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 2012 through 2016, and as of January 31, 2017.
Brazilian Mutual Fund Managers Industry Statistics – February 2017
March 27, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of February 28, 2017.
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.
Brazilian fund industry posts record net inflows in February and year to date
March 24, 2017 by
The Brazilian mutual fund industry recorded net inflows of BRL 20.7 billion (USD 6.6 billion) in February, the largest haul for any February on record.
Colombian AFPs ended 2016 with rush into US equities and exit from Europe
March 12, 2017 by
Colombian pension-manager allocations to North American equity as of December reached USD 3.2 billion in December, or 22% of the USD 14.5 billion cross-border portfolio, vs. just 14% in July.
