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 2013 through 2017, and as of December 31, 2018.
Peruvian AFP Investments in International Mutual Funds – May 2019
June 24, 2019 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 May 31, 2019.
Companies mentioned in this report: Aberdeen; AB; Allianz; Amundi; Ashmore; Axa; AZ Fund; Barings; BlackRock; iShares; 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; Columbia Threadneedle; UBS; Russell; Tokio Marine; Van Eck; Vanguard; Veritas; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.
Chilean AFPs flee Asian equity funds amid trade tensions
July 1, 2019 by
The AFPs finished May with USD 78.5 billion invested in cross-border funds and ETFs, 69.7% of which was in equities.
CCR Monthly Approval Report – February 2019
March 6, 2019 by
A total of 14 products were added in the month from 10 different asset managers: Investec, Man, Sycomore, Sinergy, Ardian, CVC, Oak, PGIM, and Global Infrastructure Partners.
Latin American Pension Fund Investments in Cross-Border Securities – April 2019
June 18, 2019 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 April 30, 2019.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – February 2019
March 6, 2019 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of February 28, 2019..
Companies mentioned in this report: Van Eck; EuroAmerica; Aberdeen; Invesco; Fidelity; Henderson; Franklin Templeton; GAM; JP Morgan; Matthews; Schroders; Baring; BNY Mellon AM; Vontobel; Allianz; Investec; Eastspring; UBS; Deutsche; Tokio Marine; BlackRock; Nordea; Ashmore; Wellington; iShares; F&C; Eurizon; Pictet; Candriam; HSBC; BNP Paribas; State Street; Threadneedle; Julius Baer; Robeco; Dimensional; Pioneer; Vanguard; Natixis; BlueBay; Goldman Sachs; Credit Suisse; AB; Morgan Stanley; Aviva Investors; Nomura; MFS; Security; Man; AQR; Axa; PIMCO; Oaktree; Neuberger Berman; NN IP; Rogge; Muzinich; TIAA-CREF; WisdomTree; Moneda.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – February 2019
March 6, 2019 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of February 28, 2019.
Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.
Peruvian AFP Investments in International Mutual Funds – January 2019
March 1, 2019 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 January 31, 2019.
Aberdeen; AB; Allianz; Amundi; Ashmore; Axa; AZ Fund; BlackRock – iShares; 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; MFS; Morgan Stanley; Muzinich; M&G; NN Investment ; Nordea; Nomura; Pictet; Pimco; PineBrigde; Robeco; Santander; Schroders; State Street; Columbia Threadneedle; UBS; Russell; Tokio Marine; Van Eck; Vanguard; Veritas; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.
JP Morgan AM expands ETF offering for local Mexican investors
July 1, 2019 by
JPM's Juan Pablo Medina-Mora says the BetaBuilders US equity ETF offers local investors and asset allocators more efficient access to the US market.
BICE looks to bolster penetration of global brands it represents
February 28, 2019 by
The big challenge given to BICE's institutional distribution area, headed by Carles Gaju, who took over a few months ago, is to raise the profile of the global managers it currently represents.
