Parisien, the former head of Deutsche Bank's EMD research and strategy unit, will focus on emerging-market corporates.
BlackRock beefs up EMD research with hiring of HSBC’s Goldberg
April 29, 2014 by
In his new role, Goldberg (photo) will help drive emerging markets debt research, oversee investment strategy ideas and also serve as a member of BlackRock’s investment committee.
Swiss & Global bond chief finds Brazil relatively cheap
April 29, 2014 by
Swiss & Global Asset Management's head of fixed income has built up exposure to local-currency emerging-markets debt in Brazil and Indonesia and says the sector now looks very cheap compared to high-yield emerging market debt.
Loan funds make initial appearance in Chilean pension portfolios
April 29, 2014 by
Senior loan funds have a similar risk structure to high yield, but with shorter duration. The big players in these instruments include firms such as PIMCO, Neuberger Berman, Ares, and Oak Tree. Chilean AFPs have made allocations to funds sponsored by ING, Invesco and PIMCO.
Chilean Life Insurer Investments in International Funds – December 2013
April 29, 2014 by
Excel workbook detailing Chilean life insurer 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 December 31, 2013.
Companies mentioned in this report: ING; iShares; State Street; BlackRock; Morgan Stanley; Vontobel; Investec; Threadneedle; LarrainVial; Vanguard; JP Morgan; Fidelity; ProShares; Allianz; Baring; Pioneer; BNY Mellon AM; BNP Paribas; WisdomTree; Robeco; Schroder; Oppenheim; Baron; MFS; Invesco; Aberdeen; Capital Group; Franklin Templeton; Deka; Amundi; Pictet; Legg Mason; UBS; Euro America; Consorcio Nacional; Chilena Consolidada; Sura; Cruz del Sur; Principal; Bice; Corp; MetLife; Penta; Bci; Ohio National; Security.
League Table – Assets Gathered by Cross-Border Managers & Sponsors – Mexican OFI Market – March 2014
April 28, 2014 by
Excel workbook detailing inflows / outflows of Mexican managers mutual funds into international managers funds and ETFs Sponsor. Includes ranking by asset. Data as of March 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; Proshares; Fidelity; Global X; PIMCO; ING; Morgan Stanley; United States Commodity Fund; EasyETF; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – February 2014
April 28, 2014 by
Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of February 28, 2014.
Companies mentioned in this report: Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Robeco; Morgan Stanley; Schroder; JP Morgan; MFS; ING; BBH; Pictet; Amundi; Matthews Funds; Fidelity; BlackRock; Pioneer; WisdomTree; Invesco; Deka; LarrainVial; AllianceBernstein; AZ Fund Management; BNP Paribas; BNY Mellon; HSBC; Allianz; iShares; State Street; Vanguard; Proshares; PowerShares; Pimco; Van Eck; Lyxor; Protección; Porvenir; Colfondos; Skandia; Horizonte; HSBC; FiduDavivienda.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – March 2014
April 23, 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. Period ending March 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.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – March 2014
April 22, 2014 by
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, 2014.
Companies mentioned in this report: Actinver; Banamex; Banorte - Ixe; BBVA Bancomer; Compass; Finaccess; Finamex; GBM; HSB; Inbursa; Interacciones; Intercam; Invex; Mifel; Monex; Multivalores; Nafinsa; Principal; Santander; Schroders; Scotia; Skandia; Sura IM; Franklin Templeton; Valmex; Valores Afirme; Value; Vanguardia; Ve por Más; Vector.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – AFP Market – March 2014
April 22, 2014 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. Period ending: March 2014.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Axa; Investec; Schroders; Fidelity; Pioneer; JP Morgan; BNP Paribas; Invesco; Dimensional; Robeco; Julius Baer; State Street; BlackRock; BNY Mellon AM; Deutsche; Goldman Sachs ; Ashmore; Pictet; PIMCO; BlueBay; Threadneedle; WisdomTree; Matthews Funds; Vontobel; Allianz; Aviva Investors; ING; Henderson; Edmond de Rothschild; HSBC; AllianceBernstein; M&G; UBS; Van Eck; F&C; BTG Pactual; LarrainVial; GLG; Alfred Berg; MFS; TIAA-CREF; Oppenheimer; SEB; Credit Suisse; Morgan Stanley; EuroAmerica; GAM; Natixis; Oaktree; Eurizon.
