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Chilean AFP x AFP Investments in International Mutual Funds – October 2017

March 5, 2018 by

Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of October 31, 2017.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; Banchile; BancoEstado, Bci; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Candriam; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Man; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Santander; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – January 2018

February 28, 2018 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 January 31, 2018.

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.

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

Chilean AFPs make their first allocation to British manager Veritas

February 27, 2018 by

The Veritas Asian Fund, managed by Ezra Sun, invests in Asia (ex Japan) and its performance has shown great consistency. In 2017, it had a return of about 50%, undoubtedly catching the attention of AFPs.

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

Latin American Pension Fund Investments in Cross-Border Securities – December 2017

February 26, 2018 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 2012 through 2016, and as of December 31, 2017.

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

Chilean AFPs snapped up Asia and emerging market bonds in January

February 26, 2018 by

Emerging market bonds rivaled Asia equity for attention in January, attracting USD 702 million from Chilean AFPs. The category had USD 12.2 billion in AUM at the end of the month, making it the third-biggest allocation for the AFPs with a 13.9% share.

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

The iShares business in Mexico enjoyed a 38% jump in organic growth in 2017

February 26, 2018 by

In an extended interview with Fund Pro Latin America, Nicolas Gomez, head of iShares for Latin America and Iberia, discussed the scope of ETF business in the region and BlackRock's asset-gathering approach from a distribution and product perspective.

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

Peru – AFP Report Statistics – September 2017

February 26, 2018 by

Excel workbook detailing investments of each Peruvian 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, 2017.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; Tokio Marine; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Aviva Investors; Habitat; Prima; Profuturo; Integra.

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

Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – September 2017

February 26, 2018 by

Excel workbook detailing inflows/outflows of Peruvian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of September 30, 2017.

Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; Deutsche; First Trust; GAM; Goldman Sachs; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

Brazilian retail clients poured USD 2.5 billion into PIMCO fixed-income feeder in 2017

February 26, 2018 by

PIMCO's Brazil-based VP, Luis Otavio Oliveira, said the Brazilian fund, which invests in the US-domiciled PIMCO Income Fund became more attractive during the year when CDI yields started to tumble.

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

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – September 2017

February 23, 2018 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of September 30, 2017.

Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; Deutsche; First Trust; GAM; Goldman Sachs; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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