You are here: Home / Archives for Cross-Border

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – June 2017

July 4, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of June 30, 2017.

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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , , ,

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – June 2017

July 4, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of June 30, 2017.

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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

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

July 4, 2017 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 February 28, 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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

CCR Monthly Approval Report – June 2017

July 3, 2017 by

UBAM led with four mutual funds registered in the month, three of them bond products, followed by Allianz and Investec, each with one fund approved.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , ,

Third-party distributor Becon Investment adds Neuberger Berman to lineup

June 27, 2017 by

“We are looking forward to presenting the Neuberger Berman platform to our clients and are proud to represent and expand the firm’s presence in Latin America," said Becon's Fred Bates.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , ,

Banorte-Ixe AM: investor shift to foreign-currency funds not a passing trend

June 27, 2017 by

Demand for foreign-currency vehicles tripled in 1Q 2017, following depreciation of the peso against the dollar, according to Alejandro Aguilar, investment director of Banorte-Ixe Asset Management.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , ,

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

June 26, 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 April 30, 2017.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , , ,

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

June 21, 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 January 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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , , ,

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

June 21, 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 January 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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Peru – AFP Report Statistics – January 2017

June 19, 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 January 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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , ,
« Previous Page
Next Page »