“This is the first step, and we expect to launch a second group of four funds later this year,” Antonio Sibaja, Afore Profuturo's CIO, told Fund Pro Latin America.
Profuturo initiates active-fund investing, incorporating four products to portfolio
July 26, 2021 by
Peruvian AFP Investments in International Mutual Funds – June 2021
July 26, 2021 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of June 30, 2021.
Companies mentioned in this report: iShares, State Street, Vontobel, Groupama, Schroders, Allianz, UBS, Comgest, Moneda, Barings, Veritas, PIMCO, Man, PineBridge, JP Morgan, Robeco, Van Eck, WisdomTree, DWS ETF, GAM, Fidelity, Global Evolution, BNP Paribas, Vanguard, Candriam, Ashmore, Ninety One, Pictet, Aberdeen Standard, Columbia Threadneedle, Goldman Sachs, Degroof Petercam, Credicorp Capital, Jupiter, Janus Henderson, Credit Suisse, Baillie Gifford, Amundi Pioneer, Lazard, Dimensional, Invesco, Eastspring, Santander, Morgan Stanley, Neuberger Berman, Matthews, DMS IM, Lord Abbet, BlueBay, Edmond de Rothschild, Franklin Templeton, Wellington, Invesco ETF, Ossiam, Berenberg, Nordea, Axa, First Trust, Legg Mason, Nomura, AllianceBernstein, DWS, AZ Multi Asset, NN IP, KraneShares, LarrainVial, Habitat, Prima, Profuturo, Integra.
Stark realities ahead for AFP industry as establishment cedes ground in election
July 25, 2021 by
Following the results of the elections for the Constituent Convention, there seems to be a broad majority in favor of restoring full responsibility for pensions and social security to the state.
Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – June 2021
July 23, 2021 by
Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each.
AllianceBernstein taps seasoned pro Bruno Stein to lead its Brazil expansion
July 22, 2021 by
In his few short weeks with AB, Stein, formerly with BlackRock and Itaú, has been taken aback by the sudden interest in global exposure among Brazilian investors.
Annuities: insurers making 10% advances to pensioners, despite legal appeals
July 20, 2021 by
Insurers have several complaints with the process, and warn that a redemption now will reduce payouts down the road, especially for vulnerable retirees.
Chilean Life Insurer Investments in International Funds – June 2021
July 19, 2021 by
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 June 30, 2021.
Companies mentioned in this report: iShares, BlackRock, NN IP, JPMorgan, Vanguard, Morgan Stanley, Franklin Templeton, State Street, Principal, Vontobel, KraneShares, Zurich, BNP Paribas, Schroders, Ninety One, DWS, First Trust, Proshares, BlueBay, Van Eck, Man GLG, Amundi, PineBridge, Columbia Threadneedle, Fidelity, PIMCO, Invesco, Pictet, Aberdeen Standard, MFS, GAM, Goldman Sachs, Sura, Confuturo, Bice, Security, MetLife, Principal, Penta, Chilena Consolidada, Mutual de Seguros, EuroAmerica.
League Table – Assets Gathered by Cross-Border Fund Managers & ETF Sponsors – Chilean AGF Market – June 2021
July 15, 2021 by
Includes assets gathered by cross-border fund managers and ETF sponsors in the Chilean mutual funds market. Also includes monthly inflows / outflows and market share. Data as of June 30, 2021.
Companies mentioned in this report: iShares, Vanguard, State Street, Santander, JPMorgan, BlackRock, PIMCO, Schroders, Morgan Stanley, Fidelity, Bci, BlueBay, Allianz, Veritas, GAM, Axa, Invesco, Van Eck, Principal, LarrainVial, Nordea, Amundi, DWS, Robeco, Janus Henderson, T. Rowe Price, Security, PGIM, Goldman Sachs, Vontobel, Baillie Gifford, EFG, Columbia Threadneedle, Franklin Templeton, Barings, Legg Mason, UBS, Wellington, MFS, Ark, Mirae, Ninety One, NN IP, WisdomTree, Pictet, Degroof Petercam, Quadriga, Gavekal, Nomura, Direxion Shares, BNP Paribas, Manulife, Zurich, EDM, Aberdeen Standard, Candriam, Muzinich, Groupama, Comgest, TIAA-CREF, First State, Uti Goldfinch Funds, Credicorp Capital, Wells Fargo, PineBridge, Neuberger Berman, Ashmore, Lyxor, Acadian, Lombard Odier, AllianceBernstein, Man GLG, Lord Abbett, HSBC, Source, Berenberg, Itaú, TCW, Ossiam, Fisher Investments, Matthews, BTG Pactual, Tokio Marine, Global X, Natixis, Barclays, Virtus, RAM Active Inv., Brown Advisory, ODDO BHF, M&G, Aviva Investors, Moneda, BNY Mellon AM, Jupiter, La Française, First Trust, DoubleLine, Lazard, John Hancock, Swisscanto, Alquity, Edmond de Rothschild, Credit Suisse, AZ Multi Asset, Amplify, ETFMG, Banchile, Santander, Bci, LarrainVial, Principal, Security, Sura, Zurich, Bice, Itaú, Fintual, BTG Pactual, Scotia, Credicorp Capital, BancoEstado, Focus, Compass.
Flow Report – Chilean Mutual Fund Manager (AGF) Investments in Cross-Border Funds and ETFs – June 2021
July 15, 2021 by
Excel workbook detailing inflows / outflows of Chilean mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of June 30, 2021.
Companies mentioned in this report: iShares, Vanguard, State Street, Santander, JPMorgan, BlackRock, PIMCO, Schroders, Morgan Stanley, Fidelity, Bci, BlueBay, Allianz, Veritas, GAM, Axa, Invesco, Van Eck, Principal, LarrainVial, Nordea, Amundi, DWS, Robeco, Janus Henderson, T. Rowe Price, Security, PGIM, Goldman Sachs, Vontobel, Baillie Gifford, EFG, Columbia Threadneedle, Franklin Templeton, Barings, Legg Mason, UBS, Wellington, MFS, Ark, Mirae, Ninety One, NN IP, WisdomTree, Pictet, Degroof Petercam, Quadriga, Gavekal, Nomura, Direxion Shares, BNP Paribas, Manulife, Zurich, EDM, Aberdeen Standard, Candriam, Muzinich, Groupama, Comgest, TIAA-CREF, First State, Uti Goldfinch Funds, Credicorp Capital, Wells Fargo, PineBridge, Neuberger Berman, Ashmore, Lyxor, Acadian, Lombard Odier, AllianceBernstein, Man GLG, Lord Abbett, HSBC, Source, Berenberg, Itaú, TCW, Ossiam, Fisher Investments, Matthews, BTG Pactual, Tokio Marine, Global X, Natixis, Barclays, Virtus, RAM Active Inv., Brown Advisory, ODDO BHF, M&G, Aviva Investors, Moneda, BNY Mellon AM, Jupiter, La Française, First Trust, DoubleLine, Lazard, John Hancock, Swisscanto, Alquity, Edmond de Rothschild, Credit Suisse, AZ Multi Asset, Amplify, ETFMG, Banchile, Santander, Bci, LarrainVial, Principal, Security, Sura, Zurich, Bice, Itaú, Fintual, BTG Pactual, Scotia, Credicorp Capital, BancoEstado, Focus, Compass.
Holdings Report – Chilean AGF Investment in Cross-Border Mutual Funds and ETFs – June 2021
July 15, 2021 by
Excel workbook detailing Chilean 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 and regional investment focus. Data as of June 30, 2021.
Companies mentioned in this report: iShares, Vanguard, State Street, Santander, JPMorgan, BlackRock, PIMCO, Schroders, Morgan Stanley, Fidelity, Bci, BlueBay, Allianz, Veritas, GAM, Axa, Invesco, Van Eck, Principal, LarrainVial, Nordea, Amundi, DWS, Robeco, Janus Henderson, T. Rowe Price, Security, PGIM, Goldman Sachs, Vontobel, Baillie Gifford, EFG, Columbia Threadneedle, Franklin Templeton, Barings, Legg Mason, UBS, Wellington, MFS, Ark, Mirae, Ninety One, NN IP, WisdomTree, Pictet, Degroof Petercam, Quadriga, Gavekal, Nomura, Direxion Shares, BNP Paribas, Manulife, Zurich, EDM, Aberdeen Standard, Candriam, Muzinich, Groupama, Comgest, TIAA-CREF, First State, Uti Goldfinch Funds, Credicorp Capital, Wells Fargo, PineBridge, Neuberger Berman, Ashmore, Lyxor, Acadian, Lombard Odier, AllianceBernstein, Man GLG, Lord Abbett, HSBC, Source, Berenberg, Itaú, TCW, Ossiam, Fisher Investments, Matthews, BTG Pactual, Tokio Marine, Global X, Natixis, Barclays, Virtus, RAM Active Inv., Brown Advisory, ODDO BHF, M&G, Aviva Investors, Moneda, BNY Mellon AM, Jupiter, La Française, First Trust, DoubleLine, Lazard, John Hancock, Swisscanto, Alquity, Edmond de Rothschild, Credit Suisse, AZ Multi Asset, Amplify, ETFMG, Banchile, Santander, Bci, LarrainVial, Principal, Security, Sura, Zurich, Bice, Itaú, Fintual, BTG Pactual, Scotia, Credicorp Capital, BancoEstado, Focus, Compass.
