Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2014 through 2018, and as of December 31, 2019.
Latin American Pension Fund Investments in Cross-Border Securities – December 2019
April 23, 2020 by
Colombian AFP Pension Fund Industry Statistics – December 2019
April 22, 2020 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of December 31, 2019.
Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Skandia.
Colombian Mutual Fund Managers Industry Statistics – December 2019
April 21, 2020 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2019.
Companies mentioned in this report: Bancolombia; Alianza; Bogotá; Valores Bancolombia; Credicorp Capital; Corredores Davivienda; Corficolombiana; Davivienda; Occidente; BBVA; La Previsora; CitiValores; BTG Pactual; Ultraserfinco; Compañía de Profesionales de Bolsa; Helm; Acción; Fiduagraria; Colpatria; Popular; Old Mutual; SEAF Colombia; Casa de Bolsa; Servitrust GNB Sudameris; Alianza Valores; Colmena; ADCAP; Central; Global Securities; Fiducoldex; Progresion; Gestión; Helm; Acciones y Valores; Seguridad; País; Servivalores; GNB Sudameris; Asesoría e Inversiones; Compass Group; AFIN; Old Mutual; LarrainVial.
Argentine Mutual Fund Industry Statistics – December 2019
April 14, 2020 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2019.
Companies mentioned in this report: Adm. Tit y Val.; Allaria Ledesma; Arpenta; Axis; Balanz; Bayfe; BBVA Francés; BNP Paribas; Cima; CMA; Cohen; Consultatio; Convexity; Facimex; Bacs; Deal; Fondcapital; First Capital Markets; Gainvest; Galicia; Galileo; GPS Inestments; Gerente de Fondos; HSBC; ICBC Bank; Industrial; Itaú; Macro; Mariva; Megainver; Patagonia; Pellegrini; Proahorro; Provinfondos; QM Asset Mgt; RJ Delta; Sancor Seguros; Santader Río; SBS; Schroders; Surthern Trust; ICBC Bank,; Nativa; Nuevo Chaco Fondos; Supervielle.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – December 2019
March 6, 2020 by
Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of December 31, 2019.
Companies mentioned in this report: Compass; Sura IM; CI Fondos; Templeton; BNP Paribas; Mifel; Valores Afirme; Principal; Value; Finacces; Multivalores; Invex; Old Mutual; Intercam; Nafinsa; HSBC; Inbursa; Vector; Valmex; GBM; Monex; Actinver; Interacciones; Scotia; Banorte – Ixe; BBVA Bancomer; Santander; BlackRock; Azimut; BTG Pactual.
Mexican Mutual Fund Industry Statistics – December 2019
March 6, 2020 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2019.
Companies mentioned in this report: BLackRock; BBVA Bancomer; BTG Pactual; Santander; Banorte – Ixe; Inbursa; Actinver; Azmut; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Invercap.
Chilean Mutual Fund Industry Net New Investments (NNI) Report – December 2019
March 6, 2020 by
Excel workbook detailing net new investments (NNI) of all locally registered Chilean mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of December 31, 2019.
Companies mentioned in this report: Banchile; BancoEstado; Banco Internacional; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; Focus; Itaú; LarrainVial; Nevasa HMC; Principal; Santander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.
Chilean Mutual Fund Industry Statistics – December 2019
March 6, 2020 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2019.
Companies mentioned in this report: Banchile; BancoEstado; Banco Internacional; BBVA; Bci; Bice; BTG Pactual; Credicorp; Compass; EuroAmerica; Focus; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Zurich.
Equity funds in Brazil enjoyed banner year in 2019, shattering records
February 5, 2020 by
With net funding of BRL 17 billion in December, the equity class ended the year with its best annual performance and the industry's largest net inflow at BRL 86 billion, tripling its 2018 result.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2019
February 3, 2020 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of December 31, 2019.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price
