Columbia Threadneedle, Aberdeen and Investec hosted a delegation of seven Brazilian pension fund officials as part of a week-long seminar. "With Brazil experiencing a sharp slowdown, it has become clear that there is a need to diversify away from the local market," said Joseph Sweigart, senior institutional sales director at Columbia Threadneedle.
Brazilian pension execs visit London to discuss global investing with three top managers
December 7, 2015 by
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – November 2015
December 3, 2015 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of November 30, 2015.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Chilean AFP x AFP Investments in International Mutual Funds – July 2015
December 3, 2015 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 July 31, 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; 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 – Chilean AFP Investments in Cross-Border Funds and ETFs – November 2015
December 3, 2015 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of November 30, 2015.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG; Pactual; Deutsche; Dimensional; DWS; Edmond Rothschild; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; M&G; Matthews; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroder; SEB; State Street; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree
League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – October 2015
December 2, 2015 by
Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Also includes monthly inflows / outflows and market share. Data as of October 31, 2015.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; State Street; Schroders; MFS; Franklin Templeton; BlackRock, Principal; Hederson; PowerShares, JP Morgan; EDM; BNP Paribas; Robeco;BBVA; First Trust; Van Eck; Santander; Oppenheim Pramerica; Pioneer; WisdomTree; Investec; Fidelity; Global X; PIMCO; ING; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – October 2015
December 2, 2015 by
Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of October 31, 2015.
Companies mentioned in this report: Aberdeen; Axa; BBVA; BlackRock; BNP Paribas; EasyETF; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree; Actinver; Banamex; BBVA; Compass; GBM; HSBC; Inbursa; Interacciones; Intercam; Ixe ; Principal; Santander; Old Mutual; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – October 2015
December 2, 2015 by
Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of October 31, 2015.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Old Mutual; Interacciones; Invex; Vector; Intercam; Aberdeen; BlackRock; BNP Paribas; EasyETF; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pramerica; Pioneer; PowerShares; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree.
Latin American Pension Fund Investments in Cross-Border Securities – September 2015
December 2, 2015 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2010 through 2015, and as of September 30, 2015.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – September 2015
November 30, 2015 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending September 30, 2015.
Companies mentioned in this report: iShares; Vanguard; Pioneer; Investec; Julius Baer; State Street; Deutsche; Schroders; PIMCO; Franklin Templeton; Robeco; Axa; Henderson; JP Morgan; Dimensional; Invesco; BNP Paribas; Fidelity; Aberdeen; Matthews; BNY Mellon AM; BlackRock; Goldman Sachs; Morgan Stanley; Pictet; GAM; NN IP; Nomura; HSBC; Vontobel; Ashmore; Allianz; MFS; Oaktree; WisdomTree; UBS; Aviva Investors; Eastspring; TIAA-CREF; AllianceBernstein; BTG Pactual; Threadneedle; BlueBay; F&C; Neuberger Berman; Eurizon; Credit Suisse; Wellington; PineBridge; Man; PowerShares; Muzinich; First Trust; Wells Fargo; Legg Mason; EuroAmerica; Natixis; Van Eck; Security; Direxion; Fisher Investments; Old Mutual; M&G; Jupiter; Amundi; Principal; First State Investments; Mirae; AZ Multi Asset; La Française AM; Schwab; Guggenheim; Comgest; Lombard Odier; AdvisorShares; Mandarine; Mirabaud; RAM Active Inv.; Traditional Funds; Abante; Baron; Rogge; Tokio Marine; Edmond de Rothschild; Nordea; Manulife; Baring; March; Pichardo AM; Candriam; T. Rowe Price; Raiffeisen; United States Commodity Funds; Global X; ETF Securities.
Colombia – AFP Report Statistics – September 2015
November 30, 2015 by
Excel workbook detailing investments of each Colombian 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, 2015.
Companies mentioned in this report: iShares; State Street; Vanguard; Dimensional; Vontobel; Deutsche; Aberdeen; Franklin Templeton; Investec; Morgan Stanley; Robeco; BBH; JP Morgan; Schroders; NN IP; Pictet; Amundi; Matthews Funds; Fidelity; WisdomTree; MFS; Pioneer; BlackRock; PIMCO; Invesco; Deka; AllianceBernstein; BNP Paribas; BNY Mellon; AZ Fund Management; Goldman Sachs; Julius Baer; Threadneedle; Mandarine; Horizons; Allianz; Neuberger Berman; Porvenir; Proteccion; Horizonte; Colfondos; Old Mutual.
