Colombian AFPs channeled USD 150 million in new investments into specialized US equity products - mostly passive - in the month of August.
JP Morgan adds to retail reach in Colombia with Skandia launch
November 17, 2021 by
Skandia's voluntary pension multi-fund is making JPM's Global Equity Portfolio available to members of its plan.
League Table – Assets Gathered by Cross-Border Fund Managers & ETF Sponsors – Chilean AGF Market – October 2021
November 16, 2021 by
Includes assets gathered by cross-border fund managers and ETF sponsors in the Chilean mutual funds market. Also includes monthly inflows / outflows and market share. Data as of October 31, 2021.
Companies mentioned in this report: iShares, Vanguard, State Street, Santander, JPMorgan, BlackRock, PIMCO, Schroders, Morgan Stanley, Fidelity, Bci, BlueBay, Allianz, Veritas, GAM, Axa, Invesco, Van Eck, Principal, LarrainVial, Nordea, Amundi, DWS, Robeco, Janus Henderson, T. Rowe Price, Security, PGIM, Goldman Sachs, Vontobel, Baillie Gifford, EFG, Columbia Threadneedle, Franklin Templeton, Barings, Legg Mason, UBS, Wellington, MFS, Ark, Mirae, Ninety One, NN IP, WisdomTree, Pictet, Degroof Petercam, Quadriga, Gavekal, Nomura, Direxion Shares, BNP Paribas, Manulife, Zurich, EDM, Aberdeen Standard, Candriam, Muzinich, Groupama, Comgest, TIAA-CREF, First State, Uti Goldfinch Funds, Credicorp Capital, Wells Fargo, PineBridge, Neuberger Berman, Ashmore, Lyxor, Acadian, Lombard Odier, AllianceBernstein, Man GLG, Lord Abbett, HSBC, Source, Berenberg, Itaú, TCW, Ossiam, Fisher Investments, Matthews, BTG Pactual, Tokio Marine, Global X, Natixis, Barclays, Virtus, RAM Active Inv., Brown Advisory, ODDO BHF, M&G, Aviva Investors, Moneda, BNY Mellon AM, Jupiter, La Française, First Trust, DoubleLine, Lazard, John Hancock, Swisscanto, Alquity, Edmond de Rothschild, Credit Suisse, AZ Multi Asset, Amplify, ETFMG, Banchile, Santander, Bci, LarrainVial, Principal, Security, Sura, Zurich, Bice, Itaú, Fintual, BTG Pactual, Scotia, Credicorp Capital, BancoEstado, Focus, Compass.
Flow Report – Chilean Mutual Fund Manager (AGF) Investments in Cross-Border Funds and ETFs – October 2021
November 16, 2021 by
Excel workbook detailing inflows / outflows of Chilean 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, 2021.
Companies mentioned in this report: iShares, Vanguard, State Street, Santander, JPMorgan, BlackRock, PIMCO, Schroders, Morgan Stanley, Fidelity, Bci, BlueBay, Allianz, Veritas, GAM, Axa, Invesco, Van Eck, Principal, LarrainVial, Nordea, Amundi, DWS, Robeco, Janus Henderson, T. Rowe Price, Security, PGIM, Goldman Sachs, Vontobel, Baillie Gifford, EFG, Columbia Threadneedle, Franklin Templeton, Barings, Legg Mason, UBS, Wellington, MFS, Ark, Mirae, Ninety One, NN IP, WisdomTree, Pictet, Degroof Petercam, Quadriga, Gavekal, Nomura, Direxion Shares, BNP Paribas, Manulife, Zurich, EDM, Aberdeen Standard, Candriam, Muzinich, Groupama, Comgest, TIAA-CREF, First State, Uti Goldfinch Funds, Credicorp Capital, Wells Fargo, PineBridge, Neuberger Berman, Ashmore, Lyxor, Acadian, Lombard Odier, AllianceBernstein, Man GLG, Lord Abbett, HSBC, Source, Berenberg, Itaú, TCW, Ossiam, Fisher Investments, Matthews, BTG Pactual, Tokio Marine, Global X, Natixis, Barclays, Virtus, RAM Active Inv., Brown Advisory, ODDO BHF, M&G, Aviva Investors, Moneda, BNY Mellon AM, Jupiter, La Française, First Trust, DoubleLine, Lazard, John Hancock, Swisscanto, Alquity, Edmond de Rothschild, Credit Suisse, AZ Multi Asset, Amplify, ETFMG, Banchile, Santander, Bci, LarrainVial, Principal, Security, Sura, Zurich, Bice, Itaú, Fintual, BTG Pactual, Scotia, Credicorp Capital, BancoEstado, Focus, Compass.
Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – October 2021
November 16, 2021 by
Excel workbook detailing Chilean mutual fund 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 October 31, 2021.
Companies mentioned in this report: iShares, Vanguard, State Street, Santander, JPMorgan, BlackRock, PIMCO, Schroders, Morgan Stanley, Fidelity, Bci, BlueBay, Allianz, Veritas, GAM, Axa, Invesco, Van Eck, Principal, LarrainVial, Nordea, Amundi, DWS, Robeco, Janus Henderson, T. Rowe Price, Security, PGIM, Goldman Sachs, Vontobel, Baillie Gifford, EFG, Columbia Threadneedle, Franklin Templeton, Barings, Legg Mason, UBS, Wellington, MFS, Ark, Mirae, Ninety One, NN IP, WisdomTree, Pictet, Degroof Petercam, Quadriga, Gavekal, Nomura, Direxion Shares, BNP Paribas, Manulife, Zurich, EDM, Aberdeen Standard, Candriam, Muzinich, Groupama, Comgest, TIAA-CREF, First State, Uti Goldfinch Funds, Credicorp Capital, Wells Fargo, PineBridge, Neuberger Berman, Ashmore, Lyxor, Acadian, Lombard Odier, AllianceBernstein, Man GLG, Lord Abbett, HSBC, Source, Berenberg, Itaú, TCW, Ossiam, Fisher Investments, Matthews, BTG Pactual, Tokio Marine, Global X, Natixis, Barclays, Virtus, RAM Active Inv., Brown Advisory, ODDO BHF, M&G, Aviva Investors, Moneda, BNY Mellon AM, Jupiter, La Française, First Trust, DoubleLine, Lazard, John Hancock, Swisscanto, Alquity, Edmond de Rothschild, Credit Suisse, AZ Multi Asset, Amplify, ETFMG, Banchile, Santander, Bci, LarrainVial, Principal, Security, Sura, Zurich, Bice, Itaú, Fintual, BTG Pactual, Scotia, Credicorp Capital, BancoEstado, Focus, Compass.
Colombia – AFP Report Statistics – October 2021
November 15, 2021 by
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of October 31, 2021.
Companies mentioned in this report: iShares, State Street, Vanguard, Morgan Stanley, JPMorgan, Schroders, UBS, Vontobel, Groupama, Baillie Gifford, Allianz, Invesco, Ninety One, BNP Paribas, Natixis, Comgest, Fidelity, Wellington, Robeco, DWS, Veritas, Janus Henderson, Matthews, MFS, AllianceBernstein, WisdomTree, SPARX, Legg Mason, BlackRock, NN IP, Man GLG, Aberdeen Standard, BBH, Dimensional, PIMCO, Franklin Templeton, Pictet, Global X, Lord Abbett, KraneShares, Amundi, Candriam, La Française, Neuberger Berman, BTG Pactual, Credicorp Capital, Sky Harbor, US Global Investors, Axa, Alianza, BTG Pactual, Colfondos, Credicorp Capital, FiduDavivienda, GNB Sudameris, Porvenir, Proteccion, Skandia.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – October 2021
November 15, 2021 by
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 October 31, 2021.
Companies mentioned in this report: iShares, State Street, Vanguard, Morgan Stanley, Blackstone, JPMorgan, Schroders, UBS, KKR, Lexington, HarbourVest, EQT Partners, Partners Group, Vontobel, Groupama, Baillie Gifford, Allianz, Carlyle, Invesco, Ninety One, BNP Paribas, Advent, Natixis, Comgest, Fidelity, Clayton Dubilier & Rice, Robeco, Wellington, DWS, Alpinvest, Ardian, Veritas, Janus Henderson, Vista Equity Partners, Neuberger Berman, Matthews, MFS, Strategic Partners, Silver Lake, Apax, AllianceBernstein, Coller IP, WisdomTree, Landmark, BC Partners, BlackRock, SPARX, Interenergy, Legg Mason, Nordic Capital, Permira, North Haven, ICG, Apollo, CVC CP, General, Atlantic, NN IP, Platinum Equity, PineBridge, Man GLG, TPG GenPar, Charterhouse, Insight Capital Partners, New Mountain Capital, Oaktree, Aberdeen Standard, Portfolio Advisors, Starwood, Bain, Crow Holdings Capital, Glendower, StepStone, American Security, Pantheon, Private Equity Managers, Warburg Pincus, PGIM, Finesa, BBH, Court Square, Hamilton Lane, Dimensional, Goldman Sachs, Quilvest, PIMCO, Global Infrastructure Partners IV, Franklin Templeton, Alat, Pomona, Pictet, Global X, Lord Abbett, Tishman Speyer, KraneShares, BTG Pactual, Amundi, Southern Cross, Candriam, La Française, River Stone Carlyle, NB, Axa, Credicorp Capital, Sky Harbor, TCV, US Global Investors, Porvenir, Proteccion, Colfondos, Skandia, FiduDavivienda, Credicorp Capital, BTG Pactual, Alianza, GNB Sudameris.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Colombian Pension Funds – October 2021
November 15, 2021 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 October 31, 2021.
Companies mentioned in this report: iShares, State Street, Vanguard, Morgan Stanley, Blackstone, JPMorgan, Schroders, UBS, KKR, Lexington, HarbourVest, EQT Partners, Partners Group, Vontobel, Groupama, Baillie Gifford, Allianz, Carlyle, Invesco, Ninety One, BNP Paribas, Advent, Natixis, Comgest, Fidelity, Clayton Dubilier & Rice, Robeco, Wellington, DWS, Alpinvest, Ardian, Veritas, Janus Henderson, Vista Equity Partners, Neuberger Berman, Matthews, MFS, Strategic Partners, Silver Lake, Apax, AllianceBernstein, Coller IP, WisdomTree, Landmark, BC Partners, BlackRock, SPARX, Interenergy, Legg Mason, Nordic Capital, Permira, North Haven, ICG, Apollo, CVC CP, General, Atlantic, NN IP, Platinum Equity, PineBridge, Man GLG, TPG GenPar, Charterhouse, Insight Capital Partners, New Mountain Capital, Oaktree, Aberdeen Standard, Portfolio Advisors, Starwood, Bain, Crow Holdings Capital, Glendower, StepStone, American Security, Pantheon, Private Equity Managers, Warburg Pincus, PGIM, Finesa, BBH, Court Square, Hamilton Lane, Dimensional, Goldman Sachs, Quilvest, PIMCO, Global Infrastructure Partners IV, Franklin Templeton, Alat, Pomona, Pictet, Global X, Lord Abbett, Tishman Speyer, KraneShares, BTG Pactual, Amundi, Southern Cross, Candriam, La Française, River Stone Carlyle, NB, Axa, Credicorp Capital, Sky Harbor, TCV, US Global Investors, Porvenir, Proteccion, Colfondos, Skandia, FiduDavivienda, Credicorp Capital, BTG Pactual, Alianza, GNB Sudameris.
Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – October 2021
November 12, 2021 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. Data as of October 31, 2021.
Companies mentioned in this report: iShares, State Street, Vanguard, Morgan Stanley, Blackstone, JPMorgan, Schroders, UBS, KKR, Lexington, HarbourVest, EQT Partners, Partners Group, Vontobel, Groupama, Baillie Gifford, Allianz, Carlyle, Invesco, Ninety One, BNP Paribas, Advent, Natixis, Comgest, Fidelity, Clayton Dubilier & Rice, Robeco, Wellington, DWS, Alpinvest, Ardian, Veritas, Janus Henderson, Vista Equity Partners, Neuberger Berman, Matthews, MFS, Strategic Partners, Silver Lake, Apax, AllianceBernstein, Coller IP, WisdomTree, Landmark, BC Partners, BlackRock, SPARX, Interenergy, Legg Mason, Nordic Capital, Permira, North Haven, ICG, Apollo, CVC CP, General, Atlantic, NN IP, Platinum Equity, PineBridge, Man GLG, TPG GenPar, Charterhouse, Insight Capital Partners, New Mountain Capital, Oaktree, Aberdeen Standard, Portfolio Advisors, Starwood, Bain, Crow Holdings Capital, Glendower, StepStone, American Security, Pantheon, Private Equity Managers, Warburg Pincus, PGIM, Finesa, BBH, Court Square, Hamilton Lane, Dimensional, Goldman Sachs, Quilvest, PIMCO, Global Infrastructure Partners IV, Franklin Templeton, Alat, Pomona, Pictet, Global X, Lord Abbett, Tishman Speyer, KraneShares, BTG Pactual, Amundi, Southern Cross, Candriam, La Française, River Stone Carlyle, NB, Axa, Credicorp Capital, Sky Harbor, TCV, US Global Investors, Porvenir, Proteccion, Colfondos, Skandia, FiduDavivienda, Credicorp Capital, BTG Pactual, Alianza, GNB Sudameris.
Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – October 2021
November 12, 2021 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. Data as of October 31, 2021.
Companies mentioned in this report: iShares , Schroders, JPMorgan, PIMCO, DWS, Allianz, Ninety One, Robeco, Baillie Gifford, Vanguard, UBS, Aberdeen Standard, Veritas, Goldman Sachs, BNP Paribas, Invesco, Amundi, Pictet, Lord Abbett, State Street, Man GLG, Barings, GAM, PineBridge, Axa, Dimensional, BlueBay, HSBC, Fidelity, Nomura, Credit Suisse, Lazard, Morgan Stanley, Janus Henderson, Vontobel, Moneda, Nordea, AQR, Berenberg, LarrainVial, Neuberger Berman, EFG, Ashmore, NN IP, Eastspring, Franklin Templeton, Credicorp Capital, Security, Bci, DoubleLine, TIAA-CREF, BlackRock, Aviva Investors, Van Eck, AllianceBernstein, BTG Pactual, Oaktree, Santander, MainFirst, BMO, Lyxor, Mirae, Edmond de Rothschild, Acadian, William Blair, Legal & General, Candriam, Matthews, Muzinich,Bradesco, AZ Multi Asset, La Financière de l'Echiquier, WisdomTree, Itaú, T. Rowe Price, SPARX, Zurich, ODDO BHF.
