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 2011 through 2015, and as of February 29, 2016.
Chilean Mutual Fund Industry Net New Investments (NNI) Report – March 2016
May 17, 2016 by
Excel workbook detailing net new investments (NNI) of all locally registered Chilean 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 March 31, 2016.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Santander; Scotia; Security; Sura; Zurich.
Brazilian pensions pulled back on international investments in 1Q
May 9, 2016 by
“This year we are seeing that pension funds are more cautious about investing in international funds," Francisca Brasileiro, senior investment consultant for Willis Towers Watson, told Fund Pro Latin America.
Cross-border firms lost USD 1 billion in Colombian AFP assets in January
May 2, 2016 by
iShares, Vanguard and State Street, the biggest recipients of Colombian AFP allocations, all suffered AUM declines. AFPs Protección and Colfondos were behind some of the largest allocation shifts.
Mexico’s fund industry has grown just 9% in dollar terms the last five years
May 2, 2016 by
The 40% drop in the value of the Mexican peso has severely impacted results in dollar terms, while the number of investor contracts in funds has hovered around the 2 million mark.
Brazilian Mutual Fund Managers Industry Statistics – March 2016
April 29, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2016.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, 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.
Latin American Pension Fund Investments in Cross-Border Securities – January 2016
April 26, 2016 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 2011 through 2015, and as of January 31, 2016.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – March 2016
April 25, 2016 by
Excel workbook detailing net new investments (NNI) of all locally registered Peruvian 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 March 31, 2016.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; Divisos Fondos; Promoinvest; Scotia Perú; Sura.
Chilean AFPs chose emerging-markets bonds in March while dumping Asian equities
April 22, 2016 by
The AFPs made allocations to 14 emerging-markets-bond funds in March, with MS Emerging Markets Corporate Debt-Z and Investec Emerging Markets Corporate Debt-I Acc getting the lion's share of the action.
Mexican Pension Fund Industry Statistics – March 2016
April 22, 2016 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2016.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
