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Chilean Life Insurer Investments in International Funds – December 2014

April 7, 2015 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 December 31, 2014.

Companies mentioned in this report: ING; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroder; Oppenheimer; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; Euro America; Consorcio Nacional; Chilena Consolidada; Sura; Cruz del Sur; Principal; Bice; Corp; MetLife; Penta; Bci; Ohio National; Security.

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

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – March 2015

April 6, 2015 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of March 31, 2015.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.

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

Chilean AFP x AFP Investments in International Mutual Funds – November 2014

April 6, 2015 by

Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of November 30, 2014.

Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.

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

Banorte-Ixe taps global firms to lead expansion of international fund line

April 1, 2015 by

Banorte-IXE is partnering with Blackrock, Franklin Templeton and BNP to further its goal of boosting the share of its international lineup to 5% of total AUM.

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

Western Asset readies global funds for local launch in Brazil

March 26, 2015 by

Brazilian-based Western Asset is planning to launch funds with strategies in global fixed income in early July, when CVM Instruction 555 comes into force. The instruction brought major changes to investment funds, including making it easier to create and distribute funds of cross-border funds.

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

First Trust wins approval to sell AlphaDEX ETFs in Chilean market

March 26, 2015 by

The CCR's action has enabled First Trust to "further expand the footprint of our merit-based AlphaDEX ETFs into a new institutional market," said Dan Lindquist, managing director of First Trust.

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

A MILA fund platform? Chilean execs don’t see it working

March 26, 2015 by

Initiative of the Mutual Fund Association seems like more of a political announcement than a project with a real future, sources told Fund Pro Latin America.

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Filed Under: Chile, Colombia, Mexico, News and Trends, Peru, Private, Region Tagged With: , , , , , , , , , ,

Funcesp seeks to hire global managers as overseas bets almost triple

March 26, 2015 by

International investments provided the pension fund’s best returns last year, at 15.4%, said chief investment officer Jorge Simino. Funcesp could potentially invest up to USD 900 million in cross-border vehicles, according to local regulation.

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

Chilean Monthly AFP Report Statistics – February 2015

March 20, 2015 by

Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of February 28, 2015.

Companies mentined in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; Deutsche; Deutsche Bank AG; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – February 2015

March 19, 2015 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of February 28, 2015.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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