"Colchester’s focus on Chile is part of a broader medium-term strategy for Latin America," says the firm's Analia Giachino.
Latin American Pension Fund Investments in Cross-Border Securities – January 2023
March 13, 2023 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 2020 through 2022, and as of January 31, 2023.
Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – February 2023
March 13, 2023 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 February 28, 2023.
Companies mentioned in this report: iShares, Schroders, JPMorgan, Vanguard, Baillie Gifford, DWS, PIMCO, Allianz, Robeco, Ninety One, Veritas, Dimensional, Goldman Sachs, Abrdn, Invesco, State Street, Lord Abbett, Axa, BNP Paribas, UBS, Lazard, Man GLG, PineBridge, Pictet, GAM, BlueBay, Barings, HSBC, Nomura, Berenberg, Vontobel, Amundi, LarrainVial, Fidelity, Janus Henderson, Moneda, Credit Suisse, BlackRock, Franklin Templeton, Eastspring, Morgan Stanley, Nordea, Neuberger Berman, DoubleLine, AllianceBernstein, Credicorp Capital, Aviva Investors, Security, Van Eck, BTG Pactual, Edmond de Rothschild, NN IP, MainFirst, Oaktree, Acadian, TIAA-CREF, Santander, AZ Multi Asset, Ashmore, Bci, Matthews, EFG, Mirae, William Blair, Candriam, Legal & General, Muzinich, Bradesco, Lyxor, BMO, Zurich, Itaú, La Financière de l'Echiquier, WisdomTree, T. Rowe Price, ODDO BHF.
Holdings Report – Chilean AFP Investment in Cross-Border Securities – February 2023
March 13, 2023 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 February 28, 2023.
Companies mentioned in this report: iShares, Schroders, JPMorgan, Vanguard, Baillie Gifford, DWS, PIMCO, Allianz, Robeco, Ninety One, Veritas, Dimensional, Goldman Sachs, Abrdn, Invesco, State Street, Lord Abbett, Axa, BNP Paribas, UBS, Lazard, Man GLG, PineBridge, Pictet, GAM, BlueBay, Barings, HSBC, Nomura, Berenberg, Vontobel, Amundi, LarrainVial, Fidelity, Janus Henderson, Moneda, Credit Suisse, BlackRock, Franklin Templeton, Eastspring, Morgan Stanley, Nordea, Neuberger Berman, DoubleLine, AllianceBernstein, Credicorp Capital, Aviva Investors, Security, Van Eck, BTG Pactual, Edmond de Rothschild, NN IP, MainFirst, Oaktree, Acadian, TIAA-CREF, Santander, AZ Multi Asset, Ashmore, Bci, Matthews, EFG, Mirae, William Blair, Candriam, Legal & General, Muzinich, Bradesco, Lyxor, BMO, Zurich, Itaú, La Financière de l'Echiquier, WisdomTree, T. Rowe Price, ODDO BHF.
DVA Capital launches its seventh fund and its third thematic
March 12, 2023 by
DVA's Francisco Verdugo said the firm's funds add value for different types of investors. "We are fortunate to have a healthy diversification of investors."
Amundi is closely watching changes in pension systems in Latam
March 12, 2023 by
Amundi's Gustavo Lozano said pensions have reached a certain stabilization, "although we will still have to be wary with respect to...the socio-political situation."
Offer of global ETFs in Brazil widens amid strong investor response
March 12, 2023 by
The heads of the ETF business at JP Morgan, BlackRock and Global X boasted about the positive outlook for so-called "BDRs of ETFs" in Brazil.
Brazil’s global fund segment falls again in 3Q 2022
March 12, 2023 by
BB Asset's Paulo Manzione says institutional investors remain very cautious regarding allocations to offshore markets.
WIth Lux fund registration, Bice AGF targets clients domiciled outside Chile
March 12, 2023 by
Bice's Pablo Costella told Fund Pro Latin American that two Latin American debt UCITS are already operating with the Lux domicile.
Itaú expands third-party offering with Principal retirement products
March 12, 2023 by
LifeTime fund line will be offered to the bank's customers for voluntary pension savings.
