Evli is a Finnish manager specializing in corporate bonds, factors, small caps and frontier markets. Ignacio Pedrosa, BTG Pactual manager for third-party distribution, believes the firm's high-performing funds are natural fits for AFPs.
Vanguard sees cost competition aiding its AUM growth in Mexico
August 30, 2017 by
“In recent years our clients have told us they like Vanguard's low-cost quality offering, but they wanted more presence and a closer relationship with us," said Juan Manuel Hernández, and ex-BlackRock and iShares executive named to head Vanguard's first Mexico City office.
Asian, European and emerging-markets funds lifted in Chilean AFP offshore surge
August 30, 2017 by
Chilean AFPs finished July with USD 68.9 billion abroad, a level not seen since July 2015, and compares with USD 57.7 billion in December. Funds by Aberdeen, Allianz, Investec, GAM and Invesco were in high demand.
CCR Monthly Approval Report – August 2017
August 30, 2017 by
Investec and Morgan Stanley had two products each registered, while JP Morgan and Lord Abbett followed completed the list with one fund each.
Pimco puts on asset-gathering master class in Brazil
August 30, 2017 by
Pimco's Brazil-domiciled feeder funds, which invest in cross-border Pimco products, raised roughly USD 350 million in the first six months of 2017, with AUMs jumping from USD 61 million to USD 419 million. Luis Otavio Oliveira, Pimco's VP of business development, explains how.
Latin American Pension Fund Investments in Cross-Border Securities – June 2017
August 22, 2017 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 June 30, 2017.
Peru – AFP Report Statistics – March 2017
August 18, 2017 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 March 31, 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.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – March 2017
August 18, 2017 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 March 31, 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.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – March 2017
August 18, 2017 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 March 31, 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.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – March 2017
August 17, 2017 by
Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of March 31, 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.
