Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending November 30, 2013.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – November 2013
December 9, 2013 by
Colombian AFP Obligatory System Investments in Individual International Mutual Funds – September 2013
December 5, 2013 by
Chart detailing investments of Colombian AFPs in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Also shows overall system investment in each mutual fund. Data as of September 30, 2013.
Latin American Distribution Dynamics 2013 – Closed Markets Begin to Mature and Open
December 5, 2013 by
The Cerulli Report: Latin American Distribution Dynamics 2013 is the eighth edition in a series of annual reports focusing on the distribution and product development trends taking place in the major markets of Latin America. Latin Asset Management, a source of much of the data and commentary featured in this edition, is proud to have once again collaborated with Cerulli Associates on the report.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market -September 2013
December 4, 2013 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers. Data as of September 30, 2013.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2013
December 2, 2013 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: Six months ending June 30, 2013.
AFP Habitat leads Fund Pro ranking for third year in a row
November 18, 2013 by
In an exclusive interview, Alejandro Bezanilla, investment manager, explains the investment process and risk management of the AFP’s portfolios. Selectivity in selection of managers of international funds and liquidity for meeting transfers are key factors.
Chilean pension managers added USD 460 million to their international portfolio in October
November 28, 2013 by
Cross-border investments regained space among Chilean Pension Fund portfolios in the last month, after affiliates returned to the more aggressive Multifunds (A and B)
Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – October 2013
November 28, 2013 by
Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Period ending October 31, 2013
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – October 2013
November 21, 2013 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending October 31, 2013.
Private-Client Fund Distribution in Brazil
October 23, 2013 by
Available for Online Purchase: This report combines an analysis of the wealthy in Brazil and their investment considerations, with a detailed look at how investment products are distributed and how global firms are finding ways to participate in this booming market.
