AQR planted stakes in Chile in the second half of 2015, when it successfully registered two funds with the Risk Rating Commission.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – March 2016
April 5, 2016 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of March 31, 2016.
Companies mentioned in this report: AllianceBernstein; Aberdeen; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Credit Suisse; Deutsche; Dimensional; Eastspring; Eurizon; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; Goldman Sachs; Henderson; HSBC; Invesco; Investec; iShares; JP Morgan; Julius Baer; Man; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NN IP; Nomura; Nordea; Oaktree; Pictet; PIMCO; Pioneer; Robeco; Rogge; Schroders; Security; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; Wellington; WisdomTree.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – March 2016
April 5, 2016 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, 2016.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Chilean AFP x AFP Investments in International Mutual Funds – November 2015
April 4, 2016 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, 2015.
Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; 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.
Afore XXI Banorte lines up three more mandates, including Asian equities and commodities
March 30, 2016 by
With these three mandates, the country's largest Afore plans to increase its international investments up to 9% of its total assets under management - just over USD 3.2 billion out of a total of USD 36.4 billion managed, said Ignacio Saldaña, investment director.
Brazil’s SulAmérica ups institutional cross-border offering with new feeder
March 30, 2016 by
SulAmérica's team visited more than 20 global managers in a qualitative and quantitative process that culminated in the choice of ABS Investment Mgt., a specialist in global equity long/short products, said Marcelo Mello, CEO at SulAmerica Investimentos.
Colombian AFPs redeemed positions in December in face of global equity downturn
March 30, 2016 by
A double-whammy of poor performance and redemptions by Colombian AFPs from positions in North America, Europe, Japan and emerging markets left global sponsors reeling in the final month of 2015.
CCR Monthly Approval Report – March 2016
March 30, 2016 by
While iShares led with five ETFs registered in the month, four of them currency hedged products, Edmond de Rothschild (3), Legg Mason (2), Credit Suisse (2), Investec (1), Julius Baer (1) and Lazard (1) won approval for their mutual funds.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – October 2015
March 23, 2016 by
Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of October 31, 2015.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
Peru – AFP Report Statistics – October 2015
March 23, 2016 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 October 31, 2015.
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; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
