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

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 February 28, 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; Skandia; Horizonte; HSBC; FiduDavivienda; FiduColombia.

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Schroders hires Deutsche Bank’s EMD research chief

Parisien, the former head of Deutsche Bank's EMD research and strategy unit, will focus on emerging-market corporates.

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BlackRock beefs up EMD research with hiring of HSBC’s Goldberg

In his new role, Goldberg (photo) will help drive emerging markets debt research, oversee investment strategy ideas and also serve as a member of BlackRock’s investment committee.

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Loan funds make initial appearance in Chilean pension portfolios

Senior loan funds have a similar risk structure to high yield, but with shorter duration. The big players in these instruments include firms such as PIMCO, Neuberger Berman, Ares, and Oak Tree. Chilean AFPs have made allocations to funds sponsored by ING, Invesco and PIMCO.

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Chilean Life Insurer Investments in International Funds – December 2013

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 December 31, 2013.

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; Oppenheim; 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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League Table – Assets Gathered by Cross-Border Managers & Sponsors – Mexican OFI Market – March 2014

Excel workbook detailing inflows / outflows of Mexican managers mutual funds into international managers funds and ETFs Sponsor. Includes ranking by asset. Data as of March 31, 2014.

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; Proshares; Fidelity; Global X; PIMCO; ING; Morgan Stanley; United States Commodity Fund; EasyETF; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.

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Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – February 2014

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 February 28, 2014.

Companies mentioned in this report: Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Robeco; Morgan Stanley; Schroder; JP Morgan; MFS; ING; BBH; Pictet; Amundi; Matthews Funds; Fidelity; BlackRock; Pioneer; WisdomTree; Invesco; Deka; LarrainVial; AllianceBernstein; AZ Fund Management; BNP Paribas; BNY Mellon; HSBC; Allianz; iShares; State Street; Vanguard; Proshares; PowerShares; Pimco; Van Eck; Lyxor; Protección; Porvenir; Colfondos; Skandia; Horizonte; HSBC; FiduDavivienda.

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As assets swell, global managers may reconsider Chilean distribution strategies

After reaching a certain level of sales, some foreign firms have recognized the need to formalize their local presence. But many still remain faithful to multi-brand distribution. This article takes a fresh look at the pros and cons of the schemes currently in place in Chile.

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League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2013

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: twelve months ending December 31, 2013.
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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Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – March 2014

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. Period ending March 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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