Latin American Pension Fund Investments in Cross-Border Securities – April 2020

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2015 through 2019, and as of April 30, 2020.

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League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – May 2020

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of May 31, 2020.

Companies mentioned in this report: iShares; Vanguard; State Street; Franklin Templeton; Aberdeen; Schroders; BlackRock; Principal; PowerShares; MFS; WisdomTree; Goldman Sachs; Robeco; Henderson; Fidelity; JP Morgan; Deutsche; Julius Baer; Pioneer; Santander; Nomura; First Trust; Van Eck; ProShares; Guggenheim; Global X; PIMCO; BBVA; United States; Commodity Funds; ETF Securities; BNP Paribas; Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa.

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Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – May 2020

Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of May 31, 2020.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; EDM; ETF Securities; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; United States; Commodity Funds; Van Eck; Vanguard; WisdomTree; Actinver; Sura; GBM; Vector; Interacciones; Finaccess; Franklin Templeton; Compass; Intercam; Principal; Nafinsa; Old Mutual; HSBC; Scotia; Invex; Ixe; BBVA; Valmex; Santander; Banamex.

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Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – May 2020

Excel workbook detailing Mexican 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. Data as of May 31, 2020.

Companies mentioned in this report: AllianceBernstein; Aberdeen; Actinver; Amundi; Axa; BBVA; BlackRock; Compass; Deutsche; Direxion Shares; Exane; Fidelity; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Investec; iShares; Janus Henderson; JP Morgan; Lyxor; Man; MFS; Moneda; Morgan Stanley; Natixis; Old Mutual; Pictet; PIMCO; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Union Bancaire Privée; Van Eck; Vanguard; Wellington; WisdomTree; Banamex; Scotia; Ixe; Valmex; Sura; GBM; Inbursa; HSBC; Finaccess; Vector; Invex; Interacciones; CI Fondos; Intercam; Invercap; Afirme; Monex; BNP Paribas ; Akaan Transamerica.

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Regional Mutual Fund Managers Industry Statistics – March 2020

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2020.

Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credicorp Capital; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.

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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2020

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 31, 2020.

Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.

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Regional Pension Fund Managers Industry Statistics – March 2020

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of March 31, 2020.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; CitiBanamex; Sura; Profuturo GNP; Principal; Invercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat; Profuturo; Progreso; BPDC; BN; BCR; BAC; VIDA PLENA; CCSS; Popular; Crecer; BHD; Global Bank; Quantia; Romana; Republica; Sura; Itaú Unibanco; Bandes.

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Latin American Pension Fund Investments in Cross-Border Securities – March 2020

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2015 through 2019, and as of March 31, 2020.

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Mexican Pension Fund Industry Statistics – March 2020

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2020.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Mexican Mutual Fund Industry Net New Investments (NNI) Report – March 2020

Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of March 31, 2020.

Companies mentioned in this report: Compass; Sura IM; CI Fondos; Templeton; BNP Paribas; Mifel; Valores Afirme; Principal; Value; Finacces; Multivalores; Invex; Old Mutual; Intercam; Nafinsa; HSBC; Inbursa; Vector; Valmex; GBM; Monex; Actinver; Interacciones; Scotia; Banorte – Ixe; BBVA Bancomer; Santander; BlackRock; Azimut; BTG Pactual.

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