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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2017

November 8, 2017 by

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of September 30, 2017.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; 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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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , ,

GAM funds prove irresistible to Andean institutions in 2017

November 7, 2017 by

Vivian Borzutzky, who oversees distribution of GAM products in the Andean institutional market, notes that both niche and traditional products have propelled the brand's growth in 2017.

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

League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2017

August 10, 2017 by

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 2017.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; 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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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , ,

Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2017

August 10, 2017 by

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of June 30, 2017.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; 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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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , ,

Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – June 2017

July 20, 2017 by

Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of June 30, 2017.

Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; Deutsche; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.

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

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – June 2017

July 20, 2017 by

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending June 30, 2017.

Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; Deutsche; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.

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

Insurers strengthen their role as institutional investors in Mexico

July 17, 2017 by

With 55 billion in technical reserves, insurers are now allowed to invest 10% in government debt, 50% in equities, 5% in private equity funds, 25% in real estate, 20% in structured, 10% in loans and up to 20% in foreign securities listed on the SIC.

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

Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2017

May 31, 2017 by

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of March 31, 2017.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; 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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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2017

May 31, 2017 by

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending March 31, 2017.

Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; 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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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – March 2017

April 28, 2017 by

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending March 31, 2017.

Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; Deutsche; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.

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