League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2025

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), life insurer (LI), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending December 31, 2025.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C.

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Holdings Report – Assets Gathered by Cross-Border ETF Sponsors – Latin American Institutional Market – December 2025

Excel workbook detailing assets gathered by cross-border ETF sponsors in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), life insurer (LI), investment funds (FIR), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Data as of December 31, 2025.

Companies mentioned in this report: BlackRock - iShares, Vanguard, State Street, JPMorgan, DWS, Invesco, WisdomTree, Van Eck, Natixis, Franklin Templeton, Amundi, Fidelity, HSBC, PIMCO, First Trust, Global X, KraneShares, and others.

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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2025

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), life insurer (LI), investment funds (FIR), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of December 31, 2025.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price

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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – December 2025

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending December 31, 2025.

Companies mentioned in this report: iShares, Schroders, JPMorgan, PIMCO, DWS, Allianz, Ninety One, Vanguard, Robeco, Baillie Gifford, UBS, Aberdeen Standard, Veritas, State Street, Goldman Sachs, BNP Paribas, Invesco, Amundi, Pictet, Lord Abbett, Man GLG, Barings, GAM, Axa, PineBridge, Dimensional, BlueBay, Morgan Stanley, Fidelity, HSBC, Nomura, Credit Suisse, Janus Henderson, Lazard, Vontobel, BlackRock, Nordea, Moneda, Santander, LarrainVial, Berenberg, AQR, EFG, NN IP, Neuberger Berman, Ashmore, Franklin Templeton, Eastspring, Bci, Security, Van Eck, Credicorp Capital, TIAA-CREF, DoubleLine, Principal, Aviva Investors, AllianceBernstein, Mirae, T. Rowe Price, BTG Pactual, Oaktree, PGIM, Lyxor, MainFirst, BMO, Columbia Threadneedle, Legg Mason, Wellington, MFS, Ark, Acadian, Edmond de Rothschild, WisdomTree, Candriam, Degroof Petercam, Muzinich, Quadriga, Gavekal, Direxion Shares, William Blair, Legal & General, Zurich, Manulife, Matthews, EDM, Groupama, Bradesco, Comgest, First State, Uti Goldfinch Funds, Wells Fargo, Itaú, Lombard Odier, AZ Multi Asset, Source, KraneShares, TCW, Ossiam, Fisher Investments, La Financière de l'Echiquier, Tokio Marine, Global X, First Trust, Natixis, Barclays, ODDO BHF, Virtus, SPARX, RAM Active Inv., Brown Advisory, M&G, Proshares, BNY Mellon AM, Jupiter, La Française, John Hancock, Swisscanto, Alquity, Amplify, ETFMG, US Global Investors, Ethos, Carlisle, FlexShares.

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Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – December 2025

Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of December 31, 2025.

Companies mentioned in this report: iShares, Schroders, JPMorgan, PIMCO, DWS, Allianz, Ninety One, Vanguard, Robeco, Baillie Gifford, UBS, Aberdeen Standard, Veritas, State Street, Goldman Sachs, BNP Paribas, Invesco, Amundi, Pictet, Lord Abbett, Man GLG, Barings, GAM, Axa, PineBridge, Dimensional, BlueBay, Morgan Stanley, Fidelity, HSBC, Nomura, Credit Suisse, Janus Henderson, Lazard, Vontobel, BlackRock, Nordea, Moneda, Santander, LarrainVial, Berenberg, AQR, EFG, NN IP, Neuberger Berman, Ashmore, Franklin Templeton, Eastspring, Bci, Security, Van Eck, Credicorp Capital, TIAA-CREF, DoubleLine, Principal, Aviva Investors, AllianceBernstein, Mirae, T. Rowe Price, BTG Pactual, Oaktree, PGIM, Lyxor, MainFirst, BMO, Columbia Threadneedle, Legg Mason, Wellington, MFS, Ark, Acadian, Edmond de Rothschild, WisdomTree, Candriam, Degroof Petercam, Muzinich, Quadriga, Gavekal, Direxion Shares, William Blair, Legal & General, Zurich, Manulife, Matthews, EDM, Groupama, Bradesco, Comgest, First State, Uti Goldfinch Funds, Wells Fargo, Itaú, Lombard Odier, AZ Multi Asset, Source, KraneShares, TCW, Ossiam, Fisher Investments, La Financière de l'Echiquier, Tokio Marine, Global X, First Trust, Natixis, Barclays, ODDO BHF, Virtus, SPARX, RAM Active Inv., Brown Advisory, M&G, Proshares, BNY Mellon AM, Jupiter, La Française, John Hancock, Swisscanto, Alquity, Amplify, ETFMG, US Global Investors, Ethos, Carlisle, FlexShares.

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SBS promotes the interconnection of financial services and retirement savings

Existing pension fund managers (AFPs) will have to compete with new players, while also being allowed to expand into areas such as banking and insurance. The reform aims to level the playing field, boost competition, and create new opportunities for product distribution and partnerships.

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Balanz unveils new RG 1030 global bond fund leveraging BlackRock’s ETF platform

The initiative represents one of the early steps by local managers to offer qualified investors locally domiciled vehicles with exposure to international assets.

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League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2025

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), life insurer (LI), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending September 30, 2025.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C.

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Holdings Report – Assets Gathered by Cross-Border ETF Sponsors – Latin American Institutional Market – September 2025

Excel workbook detailing assets gathered by cross-border ETF sponsors in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), life insurer (LI), investment funds (FIR), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Data as of September 30, 2025.

Companies mentioned in this report: BlackRock - iShares, Vanguard, State Street, JPMorgan, DWS, Invesco, WisdomTree, Van Eck, Natixis, Franklin Templeton, Amundi, Fidelity, HSBC, PIMCO, First Trust, Global X, KraneShares, and others.

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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2025

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), life insurer (LI), investment funds (FIR), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of September 30, 2025.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price

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