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Holdings Report – Chilean AFP Investment in Cross-Border Securities – March 2017

April 12, 2017 by

Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of March 31, 2017.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

Managers hopeful that lower rates will spur demand for cross-border offerings

April 11, 2017 by

Itajubá Investimentos' Carlos Garcia believes the reduction of local interest rates may attract Brazilian investors to global offerings, but cautioned that pension funds still need to be convinced to diversify.

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

Pioneer veteran Castellano departs

April 11, 2017 by

Jose Castellano has stepped aside after 16 years at Pioneer Investments, whose pending merger with Amundi was recently approved by the European Commission.

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

Becon and Cullen complete joint Southern Cone roadshow

April 10, 2017 by

Jeff Cullen from Cullen Funds participated in the extensive roadshow, which was organized by Latam-based independent distributor Becon Investment. More than 300 wealth managers and gatekeepers participated.

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

JP Morgan to build out Latam presence with Mexican and Colombian offices

April 10, 2017 by

The offices add to JPM's asset management operations in Chile and Brazil.

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

Actinver strengthens its dollarized fund portfolio with ActiUS

April 10, 2017 by

With the aim of strengthening its portfolio of dollarized options, Actinver launched this March its new ActiUS fund of US stocks, with the advice and expertise of Morgan Stanley Investment Management.

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

Chilean AFP x AFP Investments in International Mutual Funds – November 2016

April 5, 2017 by

Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of November 30, 2016.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Candriam; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Man; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – March 2017

April 4, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of March 31, 2017.

Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.

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

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – March 2017

April 4, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of March 31, 2017.

Companies mentioned in this report: Van Eck; EuroAmerica; Aberdeen; Invesco; Fidelity; Henderson; Franklin Templeton; GAM; JP Morgan; Matthews; Schroders; Baring; BNY Mellon AM; Vontobel; Allianz; Investec; Eastspring; UBS; Deutsche; Tokio Marine; BlackRock; Nordea; Ashmore; Wellington; iShares; F&C; Eurizon; Pictet; Candriam; HSBC; BNP Paribas; State Street; Threadneedle; Julius Baer; Robeco; Dimensional; Pioneer; Vanguard; Natixis; BlueBay; Goldman Sachs; Credit Suisse; AB; Morgan Stanley; Aviva Investors; Nomura; MFS; Security; Man; AQR; Axa; PIMCO; Oaktree; Neuberger Berman; NN IP; Rogge; Muzinich; TIAA-CREF; WisdomTree; Moneda.

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

Latin American Pension Fund Investments in Cross-Border Securities – January 2017

March 27, 2017 by

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 2012 through 2016, and as of January 31, 2017.

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