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 September 30, 2016.
Latin American Pension Fund Investments in Cross-Border Securities – September 2016
November 24, 2016 by
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Colombian Pension Funds – September 2016
November 23, 2016 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as of September 30, 2016.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Alianza.
Colombia – AFP Report Statistics – September 2016
November 22, 2016 by
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of September 30, 2016.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Goldman Sachs; Horizons; Invesco; Investec; iShares; JP Morgan; Julius Baer; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Threadneedle; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular, Alianza.
Colombian AFP Pension Fund Industry Statistics – September 2016
November 22, 2016 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of September 30, 2016.
Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Old Mutual.
Colombian Mutual Fund Managers Industry Statistics – September 2016
November 22, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2016.
Companies mentioned in this report: Bancolombia; Alianza; Bogotá; Valores Bancolombia; Credicorp Capital; Corredores Davivienda; Corficolombiana; Davivienda; Occidente; BBVA; La Previsora; CitiValores; BTG Pactual; Ultraserfinco; Compañía de Profesionales de Bolsa; Helm; Acción; Fiduagraria; Colpatria; Popular; Old Mutual; SEAF Colombia; Casa de Bolsa; Servitrust GNB Sudameris; Alianza Valores; Colmena; ADCAP; Central; Global Securities; Fiducoldex; Progresion; Gestión; Helm; Acciones y Valores; Seguridad; País; Servivalores; GNB Sudameris; Asesoría e Inversiones; Compass Group; AFIN; Old Mutual; LarrainVial.
Colombian AFPs boosted their exposure to emerging markets in August
November 14, 2016 by
Colombian AFPs in August increased their exposure to emerging-markets equity by US 477 million, lifting their stake in the region to 24% just behind that of Europe. iShares reached USD 6.4 billion in AUMs, leading the field.
Latin American Pension Fund Investments in Cross-Border Securities – August 2016
October 24, 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 August 31, 2016.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Colombian Pension Funds – August 2016
October 18, 2016 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as of August 31, 2016.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Alianza.
Colombia – AFP Report Statistics – August 2016
October 17, 2016 by
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of August 31, 2016.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Goldman Sachs; Horizons; Invesco; Investec; iShares; JP Morgan; Julius Baer; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Threadneedle; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular, Alianza.
iShares big beneficiary of Colombian AFP focus on emerging markets
October 6, 2016 by
The iShares MSCI Emerging Markets ETF was by far the biggest gainer for the month, with allocations coming from AFP Proteccion, with a USD 218 million deposit, and smaller amounts coming from Colfondos, Porvenir and Old Mutual.
