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Chilean AFP x AFP Investments in International Funds – July 2020

December 2, 2020 by

Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of July 31, 2020.

Companies mentioned in this report: Acadian; AllianceBernstein; Allianz; Altamar; Amundi; Apax; Apollo; AQR; Ardian; Ares; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Banchile; BancoEstado; Barings; Bci; Bice; BlackRock; Blackstone; BMO; BNP Paribas; BNY Mellon AM; BTG Pactual; Capital Advisors; Carlyle; Cinven; CMB Prime; Coller IP; Compass; Credicorp Capital; Credit Suisse; CVC CP; DWS; Dimensional; Dover Street; Eastspring; Edmond de Rothschild; EQT Partners; Eurizon; EuroAmerica; Falcom Capital; Fidelity; Foresta; Fortress; Franklin Templeton; GAM; Goldman Sachs; Hamilton Lane;Harbour Vest; HarbourVest; HSBC; ICG; Independencia; Invesco; Ninety One; iShares; Itaú; Janus Henderson; JPMorgan; KKR; Landmark; LarrainVial; Lazard; Lexington; Linzor CP; Lord Abbett; Man; Matthews; MBI; MFS; Moneda; Morgan Stanley; Muzinich; Neuberger Berman; New Capital; NN IP; Nomura; Nordea; Oaktree; ODDO BHF; Partners Group; Pictet; PIMCO; PineBridge; Robeco; Rogge; Santander; Schroders; Security; Southern Cross; Standard Life Aberdeen; State Street; Stone Harbor; Strategic Partners; TIAA-CREF; Toesca; Tokio Marine; TPG Capital; UBS; Van Eck; Vanguard; Veritas; Volcom Capital; Vontobel; Warburg Pincus; Wellington; WisdomTree.

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

Chilean AFP x AFP Investments in International Funds – June 2020

November 12, 2020 by

Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of Jun 30, 2020.

Companies mentioned in this report: Acadian; AllianceBernstein; Allianz; Altamar; Amundi; Apax; Apollo; AQR; Ardian; Ares; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Banchile; BancoEstado; Barings; Bci; Bice; BlackRock; Blackstone; BMO; BNP Paribas; BNY Mellon AM; BTG Pactual; Capital Advisors; Carlyle; Cinven; CMB Prime; Coller IP; Compass; Credicorp Capital; Credit Suisse; CVC CP; DWS; Dimensional; Dover Street; Eastspring; Edmond de Rothschild; EQT Partners; Eurizon; EuroAmerica; Falcom Capital; Fidelity; Foresta; Fortress; Franklin Templeton; GAM; Goldman Sachs; Hamilton Lane;Harbour Vest; HarbourVest; HSBC; ICG; Independencia; Invesco; Ninety One; iShares; Itaú; Janus Henderson; JPMorgan; KKR; Landmark; LarrainVial; Lazard; Lexington; Linzor CP; Lord Abbett; Man; Matthews; MBI; MFS; Moneda; Morgan Stanley; Muzinich; Neuberger Berman; New Capital; NN IP; Nomura; Nordea; Oaktree; ODDO BHF; Partners Group; Pictet; PIMCO; PineBridge; Robeco; Rogge; Santander; Schroders; Security; Southern Cross; Standard Life Aberdeen; State Street; Stone Harbor; Strategic Partners; TIAA-CREF; Toesca; Tokio Marine; TPG Capital; UBS; Van Eck; Vanguard; Veritas; Volcom Capital; Vontobel; Warburg Pincus; Wellington; WisdomTree.

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

CCR lowers bar for alternatives managers seeking approval

January 3, 2020 by

Alternatives managers no longer need to show a USD 5 billion allocation in a specific asset class in order to gain CCR approval to sell to AFPs.

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

Peruvian real-estate providers pounce on Chilean market

January 17, 2020 by

The situation of the real estate market in Chile could make Peruvian products attractive, especially for high-net-worth investors, said Jenny Esaine, partner of AC Capitales.

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

Social crisis brings uncertainty to Chilean real-estate fund segment

November 29, 2019 by

While exchange-traded instruments of this type suffered a drastic collapse in pricing, a proposed additional tax would severely damage future demand.

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

BlackRock’s alternatives group brings solutions-based approach to Latam market

July 25, 2019 by

With USD 184 billion in alternatives AUM, BlackRock aims to bring a local focus to alternatives offerings in Latin America, positioning itself as a provider of solutions for a growing number of clients, says New York-based Roque Calleja.

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

Expert views sovereign-wealth model as viable for managing additional pension flows

October 22, 2017 by

Scholar Eduardo Walker, member of the Pension Funds Technical Investment Council, admitted that fees paid to third-party managers are not at all high when considering rebates.

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

Peruvian AFPs may bump against alternatives ceiling in medium term

October 11, 2017 by

HMC's Daniel Dancourt said if Peruvian AFPs continue to buy alternatives at their current rate, the maximum multi-fund limits may be reached in three to five years.

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

Chilean AFP industry faces uncertainty from many angles

February 28, 2017 by

The CEO of the Chilean AFP Association, Fernando Larrain, discusses issues confronting the pension system, from potential legislation, the impact of third-party advisors, lack of definition on the alternatives front, and others.

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

UBS, Julius Baer and Pactual ponder Buenos Aires beachhead

November 14, 2016 by

The firms are said to be closely eyeing Argentina's tax amnesty program, which promises to bring back more than USD 15 billion into the country, while bringing billions more out of the shadows.

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