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Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – November 2020

April 28, 2021 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of November 30, 2020.

Companies mentioned in this report: iShares; State Street; Vanguard; Henderson; Pioneer; Invesco; Matthews; WisdomTree; PowerShares; JP Morgan; BNP Paribas; Dimensional; Schroders; Pictet; Eastspring; Allianz; DWS; First Trust; GAM; Goldman Sachs; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Ninety One; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; Standard Life Aberdeen; Amundi; Tokio Marine; Groupama; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

Peruvian AFP Investments in International Mutual Funds – March 2021

April 27, 2021 by

Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of March 31, 2021.

Companies mentioned in this report: iShares, State Street, Vontobel, Groupama, Schroders, Allianz, UBS, Comgest, Moneda, Barings, Veritas, PIMCO, Man, PineBridge, JP Morgan, Robeco, Van Eck, WisdomTree, DWS ETF, GAM, Fidelity, Global Evolution, BNP Paribas, Vanguard, Candriam, Ashmore, Ninety One, Pictet, Aberdeen Standard, Columbia Threadneedle, Goldman Sachs, Degroof Petercam, Credicorp Capital, Jupiter, Janus Henderson, Credit Suisse, Baillie Gifford, Amundi Pioneer, Lazard, Dimensional, Invesco, Eastspring, Santander, Morgan Stanley, Neuberger Berman, Matthews, DMS IM, Lord Abbet, BlueBay, Edmond de Rothschild, Franklin Templeton, Wellington, Invesco ETF, Ossiam, Berenberg, Nordea, Axa, First Trust, Legg Mason, Nomura, AllianceBernstein, DWS, AZ Multi Asset, NN IP, KraneShares, LarrainVial, Habitat, Prima, Profuturo, Integra.

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

League Table – Assets Gathered by Latin American Pension Fund Managers – March 2021

April 21, 2021 by

This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of March 31, 2021.

Companies mentioned in this report: Sura, Habitat, Principal, Banorte, Metlife, Grupo Aval, Banamex, Profuturo GNP, Coppel, PensionISSSTE, BCP, Invercap, Modelo, Scotiabank, Republica, Banco Azteca, Inbursa, Planvital, Skandia, BPDC, Popular, Banco Nacional, Grupo Rizek, Itaú Unibanco, BHD, BCR, BanReservas, BAC, Bandes, Vida Plena, CCSS-OPC, UNO, Banco General, Global Bank, Atlántico BBA Valores, Romana, JMMB-BDI, Quantia AFP Corporation.

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Regional Pension Fund Managers Industry Statistics – March 2021

April 21, 2021 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of March 31, 2021.

Companies mentioned in this report: Habitat, Provida, Capital, Cuprum, Modelo, Planvital, Uno, XXI Banorte, Citibanamex, Profuturo, Sura, Principal, Coppel, PensionISSSTE, Invercap, Inbursa, Azteca, Integra, Prima, Profuturo, Porvenir, Protección, Colfondos, Skandia, Progreso, Quantia, JMMB-BDI, Atlántico BBA Valores, Popular, Reservas, Romana, Crecer, Siembra, Integracion, Republica, AFAP Sura, Union Capital, BAC, BCR, BN, CCSS-OPC, VIDA PLENA OPC.

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Mexican Pension Fund Industry Statistics – March 2021

April 21, 2021 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2021.

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

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

Peruvian AFP Pension Fund Industry Statistics – March 2021

April 21, 2021 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of March 31, 2021.

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

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

Chilean AFP Pension Fund Industry Statistics – March 2021

April 21, 2021 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of March 31, 2021.

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

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

Latin American Pension Fund Investments in Cross-Border Securities – February 2021

April 21, 2021 by

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 2016 through 2020, and as of February 28, 2021.

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Latin American Pension Fund Investments in Cross-Border Securities – January 2021

April 20, 2021 by

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 2016 through 2020, and as of January 31, 2021.

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League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – March 2021

April 15, 2021 by

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 March 31, 2021.

Companies mentioned in this report: Compass Group, LarrainVial, BlackRock, Schroders, Credicorp Capital, JPMorgan, DWS, Volcom Capital, XLC, Vanguard, HMC Capital, Bice, Picton, Falcom AM, BNP Paribas, Amundi, Swiss Advisors, PineBridge, LAAMA, Capital Advisors, Fidelity, Credit Suisse, Altis, Moneda Asset Mgt., Link, EFG, NN IP, Franklin Templeton, Security, Bci, Vision, BTG Pactual, Singular, Santander, Ameris Capital, Banchile, Misti Capital, Unicorn, AZ Andes, Itaú, Zurich.

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