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

February 4, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending January 31, 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; de; 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: , , , , , , , , ,

Argentine unit of Raymond James seals institutional distribution deals with two major US fund houses

February 3, 2014 by

The firm, which has already been distributing Eagle Asset Management products in Latin America, announced the strategic alliance on Jan. 30. A total 21 funds were registered for sale with the CCR in Chile.

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

Van Eck Global adds two Market Vectors ETFs to Mexican offering

February 3, 2014 by

Two fixed-income ETFs were added to the long list of 32 products that Van Eck can offer to Mexican pension and and mutual-fund managers through the local stock exchange. Deutsche Securities will act as local sponsor.

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

Four cross-border funds landed first-time investments in November from Colombian AFPs

February 3, 2014 by

Colombian pension funds added another USD 415 million to their holdings of cross-border ETFs and mutual funds in November, surpassing the USD 9 billion level. Aberdeen, BlackRock, Investec and Schroders all succeeded in landing a first-time investment for an equity product during the month.

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

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – November 2013

February 3, 2014 by

Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; AZ Fund Management; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Dimensional; Fidelity; Franklin Templeton; HSBC; ING; Invesco; Investec; iShares; JP Morgan; LarrainVial; Lyxor; Matthews Funds; MFS; Morgan Stanley; N/A; Pictet; Pimco; Pioneer; PowerShares; ProShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Vontobel; WisdomTree; Proteccion; Porvenir; Colfondos; Horizonte; Skandia; HSBC; FiduDavivienda; FiduColombia; Colseguros; Fiduciar.

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

Cross-border investment by Mexican mutual funds hits record levels

January 29, 2014 by

Total cross-border investment for Mexican mutual funds reached USD 4.5 billion in 2013. In the process, active managers Franklin Templeton, BNP Paribas, BlackRock, Pioneer Investment, Henderson, JP Morgan and Robeco have successfully landed allocations. Latin Asset Management projects that Mexican fund managers will steer a considerable amount to cross-border instruments in the next five years, creating an interesting alternative to the slow-moving Afore mandate segment.

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

Exclusive: XXI Banorte selects managers for European mandate

January 27, 2014 by

In an interview with Fund Pro Latin America, the Afore, Mexico's largest with USD 42 billion in assets under management, shared the names of the two winning firms, and said it would allocate up to USD 250 million to each firm. Meanwhile, the pension manager also said selection of a custodian was not yet finalized and that another RFP was being readied. View article for full details.

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

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – AFP Market – December 2013

January 27, 2014 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in Chilean pension funds market (AFPs). Also includes monthly inflows / outflows and market share. Period ending: December 2013.

Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Axa; Investec; Schroders; Fidelity; Pioneer; JP Morgan; BNP Paribas; Invesco; Dimensional; Robeco; Julius Baer; State Street; BlackRock; BNY Mellon AM; Deutsche; Goldman Sachs ; Ashmore; Pictet; PIMCO; BlueBay; Threadneedle; WisdomTree; Matthews Funds; Vontobel; Allianz; Aviva Investors; ING; Henderson; Edmond de Rothschild; HSBC; AllianceBernstein; M&G; UBS; Van Eck; F&C; BTG Pactual; LarrainVial; GLG; Alfred Berg; MFS; TIAA-CREF; Oppenheimer; SEB; Credit Suisse; Morgan Stanley; EuroAmerica; GAM; Natixis.

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

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Mexican Mutual Fund Market (OFI) – December 2013

January 27, 2014 by

Excel workbook detailing inflows / outflows of Mexican managers mutual funds into international managers funds and ETFs Sponsor. Includes ranking by asset. Period ending December 31, 2013.

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.

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

European- and Japanese-equity funds finished 2013 with additional flows from Chilean AFPs

January 23, 2014 by

AFP exposure to these two regions expanded by nearly USD 6 billion in 2013. Top selling products in December were two ETFs of the iShares family. When considering the entire 2013 campaign, mutual funds managed by DWS (Deutsche), Pioneer and Threadneedle led among the European-oriented products, while iShares ETFs took the lion's share of the Japanese action. Full details are available in the attached holdings and flow reports.

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