While Manulife led with eight funds registered in the month, seven of them equity products, UBAM (3), HSBC (2), Axa (1), and Nordea (1) won approval for their mutual funds. iShares (5) and WisdomTree (1) got approvals for their ETFs.
JP Morgan to build out Latam presence with Mexican and Colombian offices
April 10, 2017 by
The offices add to JPM's asset management operations in Chile and Brazil.
Actinver strengthens its dollarized fund portfolio with ActiUS
April 10, 2017 by
With the aim of strengthening its portfolio of dollarized options, Actinver launched this March its new ActiUS fund of US stocks, with the advice and expertise of Morgan Stanley Investment Management.
Chilean AFP x AFP Investments in International Mutual Funds – November 2016
April 5, 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 November 30, 2016.
Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; 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; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – March 2017
April 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 March 31, 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.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – March 2017
April 4, 2017 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of March 31, 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.
Afore Sura disburses USD 200 million to Pioneer for global equities mandate
March 27, 2017 by
Part of a previously announced USD 500 million global equities mandate, Sura has already disbursed USD 150 million to Morgan Stanley and the final outlay - to Investec Asset Mgt. - is still pending.
Latin American Pension Fund Investments in Cross-Border Securities – January 2017
March 27, 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 January 31, 2017.
Columbia Threadneedle emphasizes AFPs’ need for returns
March 24, 2017 by
The representation office opened in Santiago in the middle of last year and headed by Santiago Zarauza, looks set to strengthen the brand at the regional level.
Positive flows, good returns boosted Chilean AFP assets abroad in February
March 23, 2017 by
The total Chilean portfolio abroad reached USD 60.9 billion in February and was at its highest since USD 61.3 billion in April 2016. Active funds from Eastspring, TIAA, Pimco, Julius Baer and BNP Paribas were among the leading gatherers for the month.
