The CCR's action has enabled First Trust to "further expand the footprint of our merit-based AlphaDEX ETFs into a new institutional market," said Dan Lindquist, managing director of First Trust.
A MILA fund platform? Chilean execs don’t see it working
March 26, 2015 by
Initiative of the Mutual Fund Association seems like more of a political announcement than a project with a real future, sources told Fund Pro Latin America.
Funcesp seeks to hire global managers as overseas bets almost triple
March 26, 2015 by
International investments provided the pension fund’s best returns last year, at 15.4%, said chief investment officer Jorge Simino. Funcesp could potentially invest up to USD 900 million in cross-border vehicles, according to local regulation.
Chilean Monthly AFP Report Statistics – February 2015
March 20, 2015 by
Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of February 28, 2015.
Companies mentined in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Deutsche Bank AG; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – February 2015
March 19, 2015 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of February 28, 2015.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.
League Table – Assets Gathered by Cross-Border Fund Managers & ETF Sponsors – Chilean AGF Market – February 2015
March 19, 2015 by
Excel workbook detailing assets gathered by cross-border fund managers and ETF sponsors in the Chilean mutual funds market. Also includes monthly inflows / outflows and market share. Data as of February 28, 2015.
Companies mentioned in this report: Santander; Principal; Banchile; LarrainVial; BCI; Bice; Sura; Security; Cruz del Sur; CorpBanca; Pactual; Euroamerica; Zurich; Penta; Scotia Ch; Itaú; BBVA; Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Baring; Baron; Bestinver; BlackRock; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; Credit Suisse; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IndexIQ; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; La Française AM; Legg Mason; Lombard Odier; Old Mutual; M&G; Manulife; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Proshares; Raiffeisen; REYL; Robeco; Schwab; SEI; State Street; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM.
HMC Itajubá to lead Bradesco’s Lux-fund distribution in Latin American markets
March 19, 2015 by
Bradesco's objective for Latin America is to use HMC Itajubá for distribution of the funds in almost all countries. said Luiz Osório Leão Filho, international business development manager at BRAM.
Flow Report – Chilean Mutual Fund Manager (AGF) Investments in Cross-Border Funds and ETFs – February 2015
March 19, 2015 by
Excel workbook detailing inflows / outflows of Chilean mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of February, 2015.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Banchile; BancoEstado; Baring; Baron; BBVA; Bci; Bestinver; Bice; BlackRock; Blackstone Asia; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; CorpBanca; Credit Suisse; Cruz del Sur; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; Euroamerica; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IM Trust; IndexIQ; ING; Invesco; Investec; iShares; Itaú; JP Morgan; Julius Baer; Jupiter; La Française AM; LarrainVial; Legg Mason; Lombard Odier; M&G; Matthews Funds; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Penta; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Principal; Proshares; Raiffeisen; REYL; Robeco; Santander; Schroders; Schwab; Scotia; Security; SEI; Skandia; State Street; Sura; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM; Zurich; Banchile; Santande; Bice; Sura; Scotia; Euroamerica; Zurich; CorpBanca; BCI; BTG Pactual; BBVA; Principal; Penta; BancoEstado; IM Trust; Itaú; Cruz del Sur; LarrainVial; Security.
Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – February 2015
March 19, 2015 by
Excel workbook detailing Chilean 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 and regional investment focus. Data as of February 28, 2015.
Companies mentioned in this report: Santander; Principal; Banchile; LarrainVial; BCI; Bice; Sura; Security; Cruz del Sur; CorpBanca; Pactual; Euroamerica; Zurich; Penta; Scotia Ch; Itaú; BBVA; Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Baring; Baron; Bestinver; BlackRock; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; Credit Suisse; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IndexIQ; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; La Française AM; Legg Mason; Lombard Odier; M&G; Manulife; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Proshares; Raiffeisen; REYL; Robeco; Schwab; SEI; Old Mutual; State Street; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM.
Peruvian AFP Investments in International Mutual Funds – February 2015
March 18, 2015 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of February 28, 2015.
Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; Dimensional; Fidelity; JP Morgan; Fidelity; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.
