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Peruvian AFP Investments in International Mutual Funds – March 2020

April 27, 2020 by

Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of March 31, 2020.

Companies mentioned in this report: Acadian; AB; Allianz; Amundi; Ashmore; Axa; AZ Fund; Barings; BlackRock;Baillie Gifford; BNP Paribas; BNY Mellon; Deutsche; Degroof Petercam; Dimensional; Eastspring; EDM; Federated Investment; First Trust; Fidelity; Franklin Templeton; GAM; GBM; Goldman Sachs; Groupama; Global Evolution; Lazard; Ossiam; Janus Henderson; Invesco; Investec; JP Morgan; Man; Moneda; Matthews; MDO; MFS; Morgan Stanley; Muzinich; M&G; NN Investment ; Nordea; Northern Trust; Nomura; Pictet; Pimco; PineBrigde; Robeco; Santander; Schroders; State Street; Standard Life Aberdeen; Columbia Threadneedle; UBS; Russell; Tokio Marine; Van Eck; Vanguard; Veritas; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Insigneo names ex-Citi IPB leader at head of offshore business

April 25, 2020 by

Rodolfo Castilla will be based in Uruguay and will oversee the group’s independent advisor network across Latin America.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , , ,

Latin American Pension Fund Investments in Cross-Border Securities – February 2020

April 23, 2020 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 2015 through 2019, and as of February 28, 2020.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , , ,

Latin American Pension Fund Investments in Cross-Border Securities – January 2020

April 23, 2020 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 2015 through 2019, and as of January 31, 2020.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , , ,

Holdings Report: Chilean Investment Fund Allocations to Cross-Border Mutual Funds and ETFs- December 2019

April 23, 2020 by

Excel workbook detailing chilean investment fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class and regional investment focus. Data as of December 30, 2019.

Companies mentioned in this report: Aberdeen, Amundi, Ashmore, Axa, BlackRock, BNP Paribas, BNY Mellon AM, BTG Pactual, Comgest, Credicorp Capital, Deutsche, Dimensional, EuroAmerica, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, Groupama, HSBC, Investec, iShares, La Française, LarrainVial, Legg Mason, Lyxor, Matthews, MFS, Moneda, Natixis, NN IP, Nomura, Old Mutual, Pictet, PIMCO, PineBridge, Pioneer, PowerShares, ProShares, Robeco, Schroders, State Street, Threadneedle, United States Commodity Funds, Van Eck, Vanguard, WisdomTree, Compass, MBI, Falcom, Credicorp, Econsult, Banchile, Nevasa HMC, IM Trust, Sartor, Sensor

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Latin American Pension Fund Investments in Cross-Border Securities – December 2019

April 23, 2020 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 2014 through 2018, and as of December 31, 2019.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , , ,

CCR could delist funds whose AUM have fallen below USD 100 million

April 23, 2020 by

The CCR could delist funds, preventing them from receiving AFP allocations, or just place them under observation.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , ,

CCR Monthly Approval Report – March 2020

April 23, 2020 by

Hermes led with five mutual funds approved, followed by Barings and DWS with two products, and Invesco, Federated, EDM and JP Morgan with one mutual fund each. 

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , ,

Colombian AFPs added to emerging markets, Asian equity in January

April 23, 2020 by

The AFPs finished January with USD 19 billion invested in cross-border funds and ETFs, almost entirely in equity funds. They increased their total equity exposure by USD 776 million during the month.

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Filed Under: Colombia, News and Trends, Private Tagged With: , , , , , , , , , , , ,

Chilean Life Insurer Investments in International Funds – March 2020

April 20, 2020 by

Excel workbook detailing Chilean life insurer allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class and regional investment focus. Data as of March 31, 2020.

Companies mentioned in this report: NN IM; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Columbia Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroders; Oppenheimer; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; Sura; Confuturo; Bice; Penta; Security; Met Life; Chilena Consolidada; Consorcio Nacional; Principal.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , ,
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