Excel workbook detailing Mexican 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. Data as of October 31, 2013.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – October 2013
November 22, 2013 by
Itaú will not be the only AGF with ETFs based on the IPSA or IGPA indexes
May 2, 2012 by
The exclusive agreement with the Santiago Stock Exchange relates to commercial use of the brands but does not limit their replication by other managers.
AFPs diversify their choice of ETF issuers
April 13, 2012 by
Although iShares continue to dominate the segment, in the last two years very strong competition has appeared along the way.
AFP Habitat leads Fund Pro ranking for third year in a row
November 18, 2013 by
In an exclusive interview, Alejandro Bezanilla, investment manager, explains the investment process and risk management of the AFP’s portfolios. Selectivity in selection of managers of international funds and liquidity for meeting transfers are key factors.
Fixed-income ETFs waiting for Chile-US double taxation agreement
July 17, 2013 by
The agreement will grant a 30% exemption for these instruments from the current withholding on the capital gains.
Transfers begin to affect pension funds’ portfolio strategy
July 11, 2013 by
AFPs could be looking for more liquid instruments to deal with mass changes, such as happened in April at the suggestion of a pension consultant.
iShares recovers leadership among AFPs
January 31, 2013 by
In December iShares received investments of over USD1 billion. Axel Christensen, executive director for South America (ex Brazil) of BlackRock, pointed to the strong interest in increasing exposure in assets and regions with higher risk-return, in markets other than the USA.
BlackRock to buy Credit Suisse ETF arm
January 11, 2013 by
Upon completion of the deal iShares – BlackRock’s ETF arm – will run 264 ETFs with USD157.6 billion.
iShares lists new ETFs in the SIC and expects more international exposure by Afores
August 28, 2012 by
BlackRock has USD8,000 billion in assets under management through cross-listed iShares in the SIC. Pension funds managed by Afores are still the largest investor.
