Commenting on a bill under review in Congress, Jorge Claude, executive VP of the Association of Insurers, said wider latitude to invest offshore is required in light of the small local capital market.
Ground shifting rapidly in Chilean distribution landscape
June 23, 2016 by
The institutional-distribution division of BTG Pactual was recently taken over by Danny Aballay, who is tasked with rebuilding the unit after the flight of several of its cross-border clients. His promotion was one of several in the Chilean market.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2016
June 22, 2016 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, 2016.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2016
June 22, 2016 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, 2016.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; NN IP; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC; Federated IM.
State Street sees institutions warming to factor-based models in low return environment
May 9, 2016 by
“Institutions are struggling with different investment policies that don’t meet their needs,” said Lori Heinel, chief portfolio strategist at State Street Global Advisors. Increasing adoption to approaches including objective- and factor-based models such as smart beta strategies may offer better risk weighted returns, SSGA says.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – March 2016
April 21, 2016 by
Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of March 31, 2016.
Companies mentioned in this report: iShares; Vanguard; Deutsche; JP Morgan; State Street; Julius Baer; Pioneer; Investec; PIMCO; Robeco; Schroders; Henderson; Dimensional; Matthews; Invesco; BNP Paribas; Franklin Templeton; Fidelity; Axa; GAM; Allianz; Aberdeen; BNY Mellon AM; NN IP; BlackRock; Eastspring; Morgan Stanley; Goldman Sachs; Pictet; Vontobel; Ashmore; MFS; HSBC; TIAA-CREF; Oaktree; Aviva Investors; Threadneedle; UBS; Nomura; Baring; AllianceBernstein; WisdomTree; Eurizon; F&C; Nordea; Wellington; Neuberger Berman; Rogge; Credit Suisse; PineBridge; PowerShares; Wells Fargo; Man; BlueBay; EuroAmerica; Van Eck; Muzinich; Old Mutual; Security; Santander; Legg Mason; First Trust; Natixis; Russell; Principal; AQR; Itaú; Mandarine Gestion; Direxion Shares Comgest; RAM Active Inv.; Fisher Investments; Mirae; M&G; Jupiter; Tokio Marine; AZ Multi Asset; Amundi; Merrill Lynch; First State Investments; Lyxor; La Française AM; Lombard Odier; Schwab; MultiConcept; Janus; Traditional Funds; Mirabaud; Abante; Global X; March; Edmond de Rothschild; Candriam; T. Rowe Price; AdvisorShares.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – March 2016
April 21, 2016 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending March 31, 2016.
Companies mentioned in this report: iShares; Vanguard; Deutsche; JP Morgan; State Street; Julius Baer; Pioneer; Investec; PIMCO; Robeco; Schroders; Henderson; Dimensional; Matthews; Invesco; BNP Paribas; Franklin Templeton; Fidelity; Axa; GAM; Allianz; Aberdeen; BNY Mellon AM; NN IP; BlackRock; Eastspring; Morgan Stanley; Goldman Sachs; Pictet; Vontobel; Ashmore; MFS; HSBC; TIAA-CREF; Oaktree; Aviva Investors; Threadneedle; UBS; Nomura; Baring; AllianceBernstein; WisdomTree; Eurizon; F&C; Nordea; Wellington; Neuberger Berman; Rogge; Credit Suisse; PineBridge; PowerShares; Wells Fargo; Man; BlueBay; EuroAmerica; Van Eck; Muzinich; Old Mutual; Security; Santander; Legg Mason; First Trust; Natixis; Russell; Principal; AQR; Itaú; Mandarine Gestion; Direxion Shares Comgest; RAM Active Inv.; Fisher Investments; Mirae; M&G; Jupiter; Tokio Marine; AZ Multi Asset; Amundi; Merrill Lynch; First State Investments; Lyxor; La Française AM; Lombard Odier; Schwab; MultiConcept; Janus; Traditional Funds; Mirabaud; Abante; Global X; March; Edmond de Rothschild; Candriam; T. Rowe Price; AdvisorShares.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2015
March 15, 2016 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 December 31, 2015.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2015
March 15, 2016 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 December 31, 2015.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – December 2015
January 28, 2016 by
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending December 31, 2015.
Companies mentioned in this report: iShares; Vanguard; Pioneer; Investec; Julius Baer; State Street; Deutsche; Schroders; PIMCO; Franklin Templeton; Robeco; Axa; Henderson; JP Morgan; Dimensional; Invesco; BNP Paribas; Fidelity; Aberdeen; Matthews; BNY Mellon AM; BlackRock; Goldman Sachs; Morgan Stanley; Pictet; GAM; NN IP; Nomura; HSBC; Vontobel; Ashmore; Allianz; MFS; Oaktree; WisdomTree; UBS; Aviva Investors; Eastspring; TIAA-CREF; AllianceBernstein; BTG Pactual; Threadneedle; BlueBay; F&C; Neuberger Berman; Eurizon; Credit Suisse; Wellington; PineBridge; Man; PowerShares; Muzinich; First Trust; Wells Fargo; Legg Mason; EuroAmerica; Natixis; Van Eck; Security; Direxion; Fisher Investments; Old Mutual; M&G; Jupiter; Amundi; Principal; First State Investments; Mirae; AZ Multi Asset; La Française AM; Schwab; Guggenheim; Comgest; Lombard Odier; AdvisorShares; Mandarine; Mirabaud; RAM Active Inv.; Traditional Funds; Abante; Baron; Rogge; Tokio Marine; Edmond de Rothschild; Nordea; Manulife; Baring; March; Pichardo AM; Candriam; T. Rowe Price; Raiffeisen; United States Commodity Funds; Global X; ETF Securities.
