Chilean Life Insurer Investments in International Funds – March 2019

Excel workbook detailing Chilean life insurer 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 March 31, 2019.

Companies mentioned in this report: NN IM; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Columbia Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroders; Oppenheimer; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; EuroAmerica; Consorcio Nacional; Chilena Consolidada; Sura; Bice; MetLife; Penta; CN Life, Confuturo; Security; Mutual de Seguros de Chile; BTG Pactual.

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Colombia – AFP Report Statistics – March 2019

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 March 31, 2019.

Companies mentioned in this report: 1832 AM; Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Groupama; Horizons; Invesco; Investec; iShares; Janus Henderson; JP Morgan; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Powershares; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular; Alianza.

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Peru – AFP Report Statistics – November 2018

Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of November 30, 2018.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Standard Life Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; Tokio Marine; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Aviva Investors; Habitat; Prima; Profuturo; Integra.

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WisdomTree cross-lists five UCITS ETFs in Peru

WisdomTree's Jonathan Steinberg said the UCITS give investors in Peru the option of accessing and investing in WisdomTree’s existing strategies in a new structure and region.

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Chilean AFPs funneled USD 783 million to cross-border funds and ETFs in March

The AFPs finished the month with USD 81.3 billion invested in cross-border funds and ETFs, 70.5% of which was in equities, as they sought better returns.

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Vanguard to support BIVA with a first ETF domiciled in Mexico

As soon as approval is received from regulators, Vanguard will launch its first ETF domiciled in Mexico, based on the FTSE BIVA index, the fledgling Institutional Securities Exchange that began operations in 2018.

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Holdings Report: Chilean Investment Fund Allocations to Cross-Border Mutual Funds and ETFs- December 2018

Excel workbook detailing chilean investment 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 December 31, 2018.

Companies mentioned in this report: Aberdeen, Amundi, Ashmore, Axa, BlackRock, BNP Paribas, BNY Mellon AM, BTG Pactual, Comgest, Credicorp Capital, Deutsche, Dimensional, EuroAmerica, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, Groupama, HSBC, Investec, iShares, La Française, LarrainVial, Legg Mason, Lyxor, Matthews, MFS, Moneda, Natixis, NN IP, Nomura, Old Mutual, Pictet, PIMCO, PineBridge, Pioneer, PowerShares, ProShares, Robeco, Schroders, State Street, Threadneedle, United States Commodity Funds, Van Eck, Vanguard, WisdomTree, Compass, MBI, Falcom, Credicorp, Econsult, Banchile, Nevasa HMC, IM Trust, Sartor, Sensor

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Colombia – AFP Report Statistics – February 2019

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 February 28, 2019.

Companies mentioned in this report: 1832 AM; Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Groupama; Horizons; Invesco; Investec; iShares; Janus Henderson; JP Morgan; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Powershares; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular; Alianza.

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Peru – AFP Report Statistics – October 2018

Excel workbook detailing investments of each Peruvian 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, 2018.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; Tokio Marine; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Aviva Investors; Habitat; Prima; Profuturo; Integra.

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JP Morgan lists its first UCITS ETF in Mexico

"We’re seeing growing interest from clients for cost-efficient fixed-income strategies which sit within the benefit-rich ETF vehicle," said JPM Mexico's Juan Pablo Medina-Mora.

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