A new country head will soon take over in Santiago; replacing recently separated employees. In the medium term, the manager plans to register ETFs in Chile, based on a new line of these instruments under development in the United States, while human capital will also be allocated to the Argentine-Uruguayan market.
Latin American Pension Fund Investments in Cross-Border Securities – December 2013
March 7, 2014 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument. Year-end totals from December 2009 through 2012, previous month results and as of December 31, 2013.
MSCI to open Chilean office; studies creation of local ESG index
February 13, 2014 by
The opening of an office in Santiago complements others in Mexico and Brazil, and expands MSCI’s presence to 24 countries globally.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2013
December 20, 2013 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds and Peruvian pension funds (AFPs) . Data as of September 30, 2013.
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
Latin American Pension Fund Investments in Cross-Border Securities – September 2013
December 12, 2013 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument. Year-end totals from December 2008 through 2012, previous month results and as of September 30, 2013.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2013
December 2, 2013 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Six months ending June 30, 2013.
Itaú keen on additional Latin American expansion
November 13, 2013 by
Roberto Setúbal, Itaú's President, said the second-largest Brazilian bank is keen on growing its business in Chile and in other Latin American countries and is considering acquisitions.
Felipe Godard appointed new Head of Deutsche Wealth Management Latin America
August 13, 2013 by
He will be based in Geneva, Switzerland and will report to Haig Ariyan and Chip Packard, Co-Heads of Wealth Management, Americas.
Transfers begin to affect pension funds’ portfolio strategy
July 11, 2013 by
AFPs could be looking for more liquid instruments to deal with mass changes, such as happened in April at the suggestion of a pension consultant.
Latin American Pension Fund Investments in International Securities – June 2013
August 28, 2013 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Argentina, Chile, Colombia, Mexico and Peru. Data broken out by instrument. Year-end totals from December 2008 through 2012, previous month results and as of June 30, 2013.
