A total of 19 products were added in January to the list of approved instruments to receive investments from Chilean Pension Managers (AFPs). Petercam, Highland Funds, AZ Multi Asset, MAN-GLG, Invesco, PIMCO and Pictet were among the managers registering products.
Chilean AFPs boosted European equity holdings in December while fleeing from high-yield bonds
January 28, 2016 by
December was tough on funds of AXA and BTG Pactual, while Deutsche and Henderson benefited from investment in Europe and PIMCO and JPM took advantage of AFP interest in low volatility fixed-income products.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – December 2015
January 28, 2016 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending December 31, 2015.
Companies mentioned in this report: iShares; Vanguard; Pioneer; Investec; Julius Baer; State Street; Deutsche; Schroders; PIMCO; Franklin Templeton; Robeco; Axa; Henderson; JP Morgan; Dimensional; Invesco; BNP Paribas; Fidelity; Aberdeen; Matthews; BNY Mellon AM; BlackRock; Goldman Sachs; Morgan Stanley; Pictet; GAM; NN IP; Nomura; HSBC; Vontobel; Ashmore; Allianz; MFS; Oaktree; WisdomTree; UBS; Aviva Investors; Eastspring; TIAA-CREF; AllianceBernstein; BTG Pactual; Threadneedle; BlueBay; F&C; Neuberger Berman; Eurizon; Credit Suisse; Wellington; PineBridge; Man; PowerShares; Muzinich; First Trust; Wells Fargo; Legg Mason; EuroAmerica; Natixis; Van Eck; Security; Direxion; Fisher Investments; Old Mutual; M&G; Jupiter; Amundi; Principal; First State Investments; Mirae; AZ Multi Asset; La Française AM; Schwab; Guggenheim; Comgest; Lombard Odier; AdvisorShares; Mandarine; Mirabaud; RAM Active Inv.; Traditional Funds; Abante; Baron; Rogge; Tokio Marine; Edmond de Rothschild; Nordea; Manulife; Baring; March; Pichardo AM; Candriam; T. Rowe Price; Raiffeisen; United States Commodity Funds; Global X; ETF Securities.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – December 2015
January 28, 2016 by
Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of December 31, 2015.
Companies mentioned in this report: iShares; Vanguard; Pioneer; Investec; Julius Baer; State Street; Deutsche; Schroders; PIMCO; Franklin Templeton; Robeco; Axa; Henderson; JP Morgan; Dimensional; Invesco; BNP Paribas; Fidelity; Aberdeen; Matthews; BNY Mellon AM; BlackRock; Goldman Sachs; Morgan Stanley; Pictet; GAM; NN IP; Nomura; HSBC; Vontobel; Ashmore; Allianz; MFS; Oaktree; WisdomTree; UBS; Aviva Investors; Eastspring; TIAA-CREF; AllianceBernstein; BTG Pactual; Threadneedle; BlueBay; F&C; Neuberger Berman; Eurizon; Credit Suisse; Wellington; PineBridge; Man; PowerShares; Muzinich; First Trust; Wells Fargo; Legg Mason; EuroAmerica; Natixis; Van Eck; Security; Direxion; Fisher Investments; Old Mutual; M&G; Jupiter; Amundi; Principal; First State Investments; Mirae; AZ Multi Asset; La Française AM; Schwab; Guggenheim; Comgest; Lombard Odier; AdvisorShares; Mandarine; Mirabaud; RAM Active Inv.; Traditional Funds; Abante; Baron; Rogge; Tokio Marine; Edmond de Rothschild; Nordea; Manulife; Baring; March; Pichardo AM; Candriam; T. Rowe Price; Raiffeisen; United States Commodity Funds; Global X; ETF Securities.
Chilean Mutual Fund Industry Statistics – December 2015
January 25, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2015.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Satander; Scotia; Security; Sura; Zurich
Picton head favors direct AFP investment in alternatives
January 21, 2016 by
The tax benefits of local feeders still make sense for insurers and family offices, says Matías Eguiguren of Picton Advisors. But allowing the tax-exempt pension funds to invest directly offshore "would give them the opportunity to differentiate themselves."
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – December 2015
January 20, 2016 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of December 31, 2015.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.
Chilean AFP Pension Fund Industry Statistics – December 2015
January 20, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
Flow Report – Chilean Mutual Fund Manager (AGF) Investments in Cross-Border Funds and ETFs – December 2015
January 20, 2016 by
Excel workbook detailing inflows / outflows of Chilean mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of December 31, 2015.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Banchile; BancoEstado; Baring; Baron; BBVA; Bci; Bestinver; Bice; BlackRock; Blackstone Asia; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; CorpBanca; Credit Suisse; Cruz del Sur; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; Euroamerica; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IM Trust; IndexIQ; ING; Invesco; Investec; iShares; Itaú; JP Morgan; Julius Baer; Jupiter; La Française AM; LarrainVial; Legg Mason; Lombard Odier; M&G; Matthews Funds; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Penta; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Principal; Proshares; Raiffeisen; REYL; Robeco; Santander; Schroders; Schwab; Scotia; Security; SEI; Skandia; State Street; Sura; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM; Zurich; Banchile; Santande; Bice; Sura; Scotia; Euroamerica; Zurich; CorpBanca; BCI; BTG Pactual; BBVA; Principal; Penta; BancoEstado; IM Trust; Itaú; Cruz del Sur; LarrainVial; Security.
League Table – Assets Gathered by Cross-Border Fund Managers & ETF Sponsors – Chilean AGF Market – December 2015
January 15, 2016 by
Excel workbook detailing assets gathered by cross-border fund managers and ETF sponsors in the Chilean mutual funds market. Also includes monthly inflows / outflows and market share. Data as of December 31, 2015.
Companies mentioned in this report: Santander; Principal; Banchile; LarrainVial; BCI; Bice; Sura; Security; Cruz del Sur; CorpBanca; Security; Compass; IM Trust; BancoEstado; Euroamerica; Zurich; Penta; Scotia Ch; Itaú; BBVA; Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Baring; Baron; Bestinver; BlackRock; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; Credit Suisse; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IndexIQ; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; La Française AM; Legg Mason; Lombard Odier; Old Mutual; M&G; Manulife; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Proshares; Raiffeisen; REYL; Robeco; Schwab; SEI; State Street; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; AZ Multi Asset; Mirae; Tokio Marine; Mirabaud; Fisher Investment; AQR; Traditional Funds; Pichardo AM; Vanguard; Vontobel; WisdomTree; Yacktman AM; March.
