The head of the pension fund regulator, the Consar, told Fund Pro Latin America that it is "inevitable and absolutely indispensable" that an increase in the 20% international-investment limit be discussed in Congress. Meanwhile, the CIO of Afore Banamex shares his bold plan to move the international portfolio to active managers.
Colombia – AFP Report Statistics – February 2014
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of February 28, 2014.
Companies mentined in this report: iShares; State Street; Vanguard; Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Morgan Stanley; Robeco; ProShares; BBH; JP Morgan; PowerShares; Schroder; ING; Pictet; Amundi; Matthews Funds; Fidelity; WisdomTree; MFS; Pioneer; BlackRock; PIMCO; Invesco; Deka; LarrainVial; AllianceBernstein; BNP Paribas; BNY Mellon; AZ Fund Management; Lyxor; Porvenir; Proteccion; Horizonte; Colfondos; Skandia.
League Table – Assets Gathered by Cross-Border Fund Managers – Chilean Institutional Market – December 2013
Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers. Period: twelve months ending December 31, 2013.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; Franklin Templeton; Investec; Axa; Schroders; Fidelity; Pioneer; JP Morgan; Invesco; BNP Paribas; State Street; Robeco; Dimensional; Julius Baer; BlackRock; BNY Mellon; Deutsche; Goldman Sachs; Pictet; Ashmore; PIMCO; BlueBay; WisdomTree; Threadneedle; Vontobel; ING; Matthews Funds; Allianz and Others.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – April 2014
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending April 30, 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.
CCR Monthly Approval Report – April 2014
Of the 20 products approved, 16 are domiciled in Ireland, after nearly three-year hiatus: funds domiciled Ireland were delisted by the CCR in September 2011, after the country's credit-rating fell below investment grade.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – April 2014
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending April, 2014.
Companies mentioned in this report: Aberdeen; Alfred; Berg; AllianceBernstein; Allianz; Ashmore; Aviva; Investors; Axa; BlackRock; BlueBay; BNP; Paribas; BNY; Mellon; AM; BTG; Pactual; Deutsche; Dimensional; DWS; Edmond; de; Rothschild; F&C; Fidelity; Franklin; Templeton; GAM; GLG; Goldman; Sachs; ; Henderson; HSBC; ING; Invesco; Investec; iShares; JP; Morgan; Julius; Baer; LarrainVial; M&G; Matthews; MFS; Morgan; Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroder; SEB; State; Street; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van; Eck; Vanguard; Vontobel; WisdomTree.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors –Colombian Pension Funds – February 2014
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Colombian pension funds market. Also includes monthly inflows / outflows and market share. Data as of February 28, 2014.
Companies mentioned in this report: iShares; Dimensional; Aberdeen; Investec; Franklin Templeton; Morgan Stanley; BlackRock, ING; MFS; Amundi; Fidelity; Matthews Funds; Invesco; JP Morgan; BBH; Deka; AllianceBernstein; LarrainVial; AZ Fund Management; BNY Mellon; BNP Mellon; HSBC; BNP Paribas; Allianz; Lyxor; Protección; Porvenir; Colfondos; Skandia; Horizonte; HSBC; FiduDavivienda; FiduColombia.
Schroders hires Deutsche Bank’s EMD research chief
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
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
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.






