Proposals to increase contribution levels, boost voluntary savings and relax the restrictive investment regime will not be put to Congress until at least 2015, via a bill from the Executive or as a result of the work of an expert committee close to being formed.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2014
September 22, 2014 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: Three months ending June 30, 2014.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – August 2014
September 18, 2014 by
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 August 31, 2014.
Companies mentioned in this report: Aberdeen; Axa; BBVA; BlackRock; BNP Paribas; EasyETF; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree; Actinver; Banamex; BBVA; Compass; GBM; HSBC; Inbursa; Interacciones; Intercam; Ixe ; Principal; Santander; Old Mutual; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – August 2014
September 15, 2014 by
Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Also includes monthly inflows / outflows and market share. Data as of August 31, 2014.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; State Street; Schroders; MFS; Franklin Templeton; BlackRock, Principal; Hederson; PowerShares, JP Morgan; EDM; BNP Paribas; Robeco;BBVA; First Trust; Van Eck; Santander; Oppenheim Pramerica; Pioneer; WisdomTree; Investec; Fidelity; Global X; PIMCO; ING; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.
Hanono jumps to Afore MetLife as new CIO
September 12, 2014 by
Hanono has a long track record in the Afore industry, most recently managing the portfolio at Afore Invercap. He is also head of the Afore association's investment committee.
Sprenger named CEO of Sura AM and is given seat on Latin American executive committee
September 11, 2014 by
In his new role, Pablo Sprenger (photo) is responsible for growth of the pensions and annuities businesses, as well as life insurance and institutional funds in Mexico for Sura Asset Management Mexico.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – August 2014
September 10, 2014 by
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 August 31, 2014.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Old Mutual; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; BBVA; BlackRock; BNP; Paribas; EasyETF; EDM; Fidelity; First; Trust; Franklin; Templeton; Global; X; Henderson; ING; Investec; iShares; JP; Morgan; MFS; Morgan; Stanley; Oppenheim; Pramerica; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroder; State; Street; Van; Eck; Vanguard; WisdomTree.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – August 2014
September 9, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of August 31, 2014.
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.
Regional Mutual Fund Managers Industry Statistics – June 2014
September 4, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2014.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
Latin American Pension Fund Investments in Cross-Border Securities – June 2014
September 1, 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 2013, and as of June 30, 2014.
