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Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – April 2018

May 11, 2018 by

Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of April 30, 2018.

Companies mentioned in this report: JP Morgan; PIMCO; Matthews; Vanguard; Allianz; TIAA-CREF; Vontobel; Threadneedle; Baring; Nordea; Invesco; Morgan Stanley; Aviva Investors; MFS; Dimensional; UBS; Wellington; WisdomTree; F&C; NN IP; GAM; Julius Baer; Oaktree; Credit Suisse; BTG Pactual; Natixis; Man; Rogge; Eurizon; Neuberger Berman; Security; AB; EuroAmerica; Fidelity; BlueBay; BNY Mellon AM; Ashmore; HSBC; Van Eck; Franklin Templeton; Pictet; Nomura; Robeco; Muzinich; Henderson; Goldman Sachs; Eastspring; BNP Paribas; BlackRock; Investec; Pioneer; Schroders; Aberdeen; Deutsche; State Street; Axa; iShares.

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

League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean AFP Market – April 2018

May 11, 2018 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Chilean pension funds market (AFPs). Also includes monthly inflows / outflows and market share. Data as of April 30, 2018.

Companies mentioned in this report: iShares; Vanguard; JP Morgan; Deutsche; Julius Baer; Pioneer; Investec; PIMCO; Schroders; State Street; Robeco; Henderson; Dimensional; Matthews; Invesco; BNP Paribas; Franklin Templeton; Axa; Fidelity; GAM; BNY Mellon AM; Allianz; Aberdeen; NN IP; BlackRock; Eastspring; Morgan Stanley; Goldman Sachs; Pictet; Ashmore; MFS; Vontobel; HSBC; Oaktree; TIAA-CREF; Aviva Investors; UBS; Threadneedle; Nomura; AB; Eurizon; F&C; Nordea; Neuberger Berman; Wellington; Rogge; Credit Suisse; WisdomTree; Man; Baring; BlueBay; Muzinich; Security; EuroAmerica; Van Eck; Natixis.

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

Holdings Report – Chilean AFP Investment in Cross-Border Securities – April 2018

May 11, 2018 by

Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of April 30, 2018.

Companies mentioned 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; 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; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

EuroAmerica turns over fund-management and insurance business to Zurich for USD 155 million

May 10, 2018 by

According to Fund Pro Latin America, the deal will boost Zurich’s mutual fund business in Chile to well over USD 1 billion, by adding EuroAmerica AGF's USD 938 million in AUM to its current AUM of USD 363 million.

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

What does Argentina’s Capital Markets Law mean for asset management? A local attorney provides guideposts

May 10, 2018 by

Dr. Pablo I. Godoy, an associate with the prestigious Argentine law firm Estudio Beccar Varela, highlights the most important points of the new law and connects them with the recent regulatory modifications introduced by the Argentine Securities and Exchange Commission (CNV).

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

Schroders accesses retail channel in Brazil via third-party exclusive relationships

May 9, 2018 by

Schroder Brazil's Fernando Cortez told Fund Pro Latin America the firm is pushing to have eight feeder funds on offer by the end of 2018, many distributed exclusively via large third-party banking networks.

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

Colombian fund industry seeks to raise profile as investor demand heats up

May 9, 2018 by

Efforts to align funds according to investment strategy, educate the public and provide better outreach are underway has AUMs climbed more than 20% in 2017, says Marcela Arias of Asofiduciarias.

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

Holdings Report: Chilean Investment Fund Allocations to Cross-Border Mutual Funds and ETFs- March 2018

May 9, 2018 by

Excel workbook detailing chilean investment 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 and regional investment focus. Data as of March 31, 2018.

Companies mentioned in this report: Aberdeen, Amundi, Ashmore, Axa, BlackRock, BNP Paribas, BNY Mellon AM, BTG Pactual, Comgest, Credicorp Capital, Deutsche, Dimensional, EuroAmerica, First Trust, Franklin Templeton, GAM, Global X, Goldman Sachs, Groupama, HSBC, Investec, iShares, La Française, LarrainVial, Legg Mason, Lyxor, Matthews, MFS, Moneda, Natixis, NN IP, Nomura, Old Mutual, Pictet, PIMCO, PineBridge, Pioneer, PowerShares, ProShares, Robeco, Schroders, State Street, Threadneedle, United States Commodity Funds, Van Eck, Vanguard, WisdomTree, Compass, MBI, Falcom, Credicorp, Econsult, Banchile, Nevasa HMC, IM Trust, Sartor.

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

Principal broadens its lineup of life cycle funds in Mexico

May 9, 2018 by

The manager launched the conservative Lifestyle "Traditional" fund to cater to conservative investors who "still get a bit nervous with the mix of 80% debt and 20% equity" said the firm's Luis Lozano.

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

Post-merger with Corpbanca, Itaú looks to launch ETFs and vehicles with global partners

May 9, 2018 by

"We want to increase the number of ETFs available in the market, which will surely bring more and better options to Chilean (and possibly international) investors," Itaú AGF's Wagner Guida told Fund Pro Latin America.

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