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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – November 2014

December 3, 2014 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, 2014.

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.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – November 2014

December 3, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of November 30, 2014.

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

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

CCR Monthly Approval Report – November 2014

December 2, 2014 by

A total of 23 mutual funds were added in November to the list of approved instruments to receive investments from Chilean Pension Managers (AFPs). BNP Paribas led with 14 funds registered in the month, followed by Vontobel (3) and Allianz (2).

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2014

December 2, 2014 by

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending September 30, 2014.

Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers – Chilean Institutional Market – September 2014

December 2, 2014 by

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers. Period: three months ending September 30, 2014.

Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Investec; Axa; Schroders; Fidelity; Pioneer; JP Morgan; Invesco; BNP Paribas; State Street; Robeco; Dimensional; Julius Baer; BlackRock; BNY Mellon; Deutsche; Goldman Sachs; Pictet; Ashmore; PIMCO; BlueBay; WisdomTree; Threadneedle; Vontobel; ING; Matthews Funds; Allianz and Others.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Peru – AFP Report Statistics – June 2014

December 1, 2014 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 June 30, 2014.

Companies mentined in this report: iShares, State Street, PowerShares, Henderson, Van Eck, Pioneer, Dimensional, Allianz, Pictet, Julius Baer, Deutsche, Vanguard, Muzinich, Threadneedle, Franklin Templeton, ING, Janus, Aberdeen, JP Morgan, Morgan Stanley, Matthews, Investec, Robeco, Fidelity, Schroders, Axa, BNY Mellon, BNP Paribas, MFS, LarrainVial, Integra, Prima, Profuturo, Habitat.

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Chilean Life Insurer Investments in International Funds – September 2014

November 28, 2014 by

Excel workbook detailing Chilean life insurer 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 September 30, 2014.

Companies mentioned in this report: ING; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroder; Oppenheimer; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; Euro America; Consorcio Nacional; Chilena Consolidada; Sura; Cruz del Sur; Principal; Bice; Corp; MetLife; Penta; Bci; Ohio National; Security.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , ,

Trends in the Latin American Institutional Marketplace: Cross-Border Distribution Strategies

November 28, 2014 by

Latin Asset Management has teamed up with Cerulli Associates to publish its second report of the year, this time a 170-page effort that focuses exclusively on current trends that are driving institutional investor demand for cross-border products in Brazil, Mexico, Chile, Colombia, and Peru. The report, which includes 97 exhibits, was written entirely by Latin Asset Management’s team of regional analysts and is based on field research conducted in the third quarter of 2014. This report is available for purchase by contacting Cerulli Associates directly.

Filed Under: Public, Research Reports Tagged With: , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors –Colombian Pension Funds – September 2014

November 26, 2014 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as of September 30, 2014.

Companies mentioned in this report: iShares; Dimensional; Aberdeen; Investec; Franklin Templeton; Morgan Stanley; BlackRock, ING; MFS; Amundi; Fidelity; Matthews Funds; Invesco; JP Morgan; BBH; Deka; AllianceBernstein; LarrainVial; AZ Fund Management; BNY Mellon; BNP Mellon; HSBC; BNP Paribas; Allianz; Lyxor; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Popular.

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Filed Under: Colombia, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – October 2014

November 26, 2014 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, 2014.

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.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , ,
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