Brazilian investors show growing appetite for global fixed income products

We expect continued strong demand for global fixed income funds, but we are also noticing increased interest in equity and absolute return products. We are optimistic about offering access to semi-liquid alternative vehicles." said Ian Caó, partner and CIO of Gama Investimentos, part of the HMC Capital group.

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Latin American Pension Fund Investments in Cross-Border Securities – September 2024

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 2020 through 2023, and as of September 30, 2024.

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Consar updates Afore investment regime

Afores will be able to invest up to 30% in alternative products. Greater investment in national projects such as energy and infrastructure will be encouraged.

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Mexican Pension Fund Industry Statistics – September 2024

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2024.

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

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Peruvian AFP Pension Fund Industry Statistics – September 2024

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of September 30, 2024.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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Chilean AFP Pension Fund Industry Statistics – September 2024

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of September 30, 2024.

Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida, UNO.

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Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – September 2024

Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of September 30, 2024.

Companies mentioned in this report: iShares, Schroders, JPMorgan, PIMCO, DWS, Allianz, Ninety One, Vanguard, Robeco, Baillie Gifford, UBS, Aberdeen Standard, Veritas, State Street, Goldman Sachs, BNP Paribas, Invesco, Amundi, Pictet, Lord Abbett, Man GLG, Barings, GAM, Axa, PineBridge, Dimensional, BlueBay, Morgan Stanley, Fidelity, HSBC, Nomura, Credit Suisse, Janus Henderson, Lazard, Vontobel, BlackRock, Nordea, Moneda, Santander, LarrainVial, Berenberg, AQR, EFG, NN IP, Neuberger Berman, Ashmore, Franklin Templeton, Eastspring, Bci, Security, Van Eck, Credicorp Capital, TIAA-CREF, DoubleLine, Principal, Aviva Investors, AllianceBernstein, Mirae, T. Rowe Price, BTG Pactual, Oaktree, PGIM, Lyxor, MainFirst, BMO, Columbia Threadneedle, Legg Mason, Wellington, MFS, Ark, Acadian, Edmond de Rothschild, WisdomTree, Candriam, Degroof Petercam, Muzinich, Quadriga, Gavekal, Direxion Shares, William Blair, Legal & General, Zurich, Manulife, Matthews, EDM, Groupama, Bradesco, Comgest, First State, Uti Goldfinch Funds, Wells Fargo, Itaú, Lombard Odier, AZ Multi Asset, Source, KraneShares, TCW, Ossiam, Fisher Investments, La Financière de l'Echiquier, Tokio Marine, Global X, First Trust, Natixis, Barclays, ODDO BHF, Virtus, SPARX, RAM Active Inv., Brown Advisory, M&G, Proshares, BNY Mellon AM, Jupiter, La Française, John Hancock, Swisscanto, Alquity, Amplify, ETFMG, US Global Investors, Ethos, Carlisle, FlexShares.

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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – September 2024

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending September 30, 2024.

Companies mentioned in this report: iShares, Schroders, JPMorgan, PIMCO, DWS, Allianz, Ninety One, Vanguard, Robeco, Baillie Gifford, UBS, Aberdeen Standard, Veritas, State Street, Goldman Sachs, BNP Paribas, Invesco, Amundi, Pictet, Lord Abbett, Man GLG, Barings, GAM, Axa, PineBridge, Dimensional, BlueBay, Morgan Stanley, Fidelity, HSBC, Nomura, Credit Suisse, Janus Henderson, Lazard, Vontobel, BlackRock, Nordea, Moneda, Santander, LarrainVial, Berenberg, AQR, EFG, NN IP, Neuberger Berman, Ashmore, Franklin Templeton, Eastspring, Bci, Security, Van Eck, Credicorp Capital, TIAA-CREF, DoubleLine, Principal, Aviva Investors, AllianceBernstein, Mirae, T. Rowe Price, BTG Pactual, Oaktree, PGIM, Lyxor, MainFirst, BMO, Columbia Threadneedle, Legg Mason, Wellington, MFS, Ark, Acadian, Edmond de Rothschild, WisdomTree, Candriam, Degroof Petercam, Muzinich, Quadriga, Gavekal, Direxion Shares, William Blair, Legal & General, Zurich, Manulife, Matthews, EDM, Groupama, Bradesco, Comgest, First State, Uti Goldfinch Funds, Wells Fargo, Itaú, Lombard Odier, AZ Multi Asset, Source, KraneShares, TCW, Ossiam, Fisher Investments, La Financière de l'Echiquier, Tokio Marine, Global X, First Trust, Natixis, Barclays, ODDO BHF, Virtus, SPARX, RAM Active Inv., Brown Advisory, M&G, Proshares, BNY Mellon AM, Jupiter, La Française, John Hancock, Swisscanto, Alquity, Amplify, ETFMG, US Global Investors, Ethos, Carlisle, FlexShares.

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League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – September 2024

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of September 30, 2024.

Companies mentioned in this report: Robeco, Invesco, Lord Abbett, Lazard, Pictet, HSBC, LarrainVial, Ashmore, Lyxor, BMO, PIMCO, Ninety One, UBS, Nomura, Eastspring, WisdomTree, Jupiter, iShares, BlackRock, Schroders, Allianz, State Street, Credicorp Capital, Candriam, Legal & General, JPMorgan, Vanguard, Baillie Gifford, DWS, Man GLG, BlueBay, Neuberger Berman, DoubleLine, Acadian, Bradesco, Abrnd, Janus Henderson, Aviva Investors, Goldman Sachs, Nordea, Van Eck, TIAA-CREF, Mirae, Veritas, ODDO BHF, Dimensional, Axa, BNP Paribas, PineBridge, Barings, Morgan Stanley, Matthews, GAM, Berenberg, Vontobel, Amundi, Fidelity, Moneda, Credit Suisse, Franklin Templeton, AllianceBernstein, Security, BTG Pactual, T. Rowe Price, Edmond de Rothschild, NN IP, MainFirst, Oaktree, Santander, AZ Multi Asset, Bci, EFG, William Blair, Muzinich, La Financière de l'Echiquier, Zurich, Itaú, LarrainVial, Compass Group, BlackRock, Schroders, Credicorp Capital, JPMorgan, Vanguard, Volcom Capital, DWS, HMC Capital, XLC, Bice, Falcom AM, Capital Advisors, LAAMA, BNP Paribas, PineBridge, Picton, Swiss Advisors, Link, Altis, Amundi, Fidelity, Moneda Asset Mgt., Credit Suisse, Franklin Templeton, Vision, Security, BTG Pactual, Banchile, NN IP, Ameris Capital, Singular, Santander, AZ Andes, Bci, EFG, Misti Capital, Unicorn, Zurich, Itaú.

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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – May 2024

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of May 31, 2024.

Companies mentioned in this report: iShares, JPMorgan, Invesco, State Street, PIMCO, Van Eck, Vanguard, Moneda, Global X, GAM, Vontobel, First Trust, Schroders, Ninety One, LarrainVial, Baillie Gifford, Global Evolution, Credicorp Capital, Robeco, Eastspring, Liontrust, Jupiter, BNP Paribas, Man, DWS, Degroof Petercam, WisdomTree, Allianz, Barings, KraneShares, Neuberger Berman, Ashmore, Edmond de Rothschild, Colchester, Groupama, PineBridge, Oaktree, Veritas, Berenberg, BlueBay, BlackRock, M&G, AllianceBernstein, Natixis, Janus Henderson, Candriam, UTI International, Comgest, UBS, Lord Abbett, Morgan Stanley, Axa, Fidelity, Pictet, Nomura, Santander, Lazard, Franklin Templeton, Amundi, Columbia Threadneedle, Wellington, Goldman Sachs, Credit Suisse, Security, Universal Investment, Nordea, Dimensional, Matthews, Abrdn, Integra, Prima, Profuturo, Habitat.

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