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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – September 2020

January 7, 2021 by

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending September 30, 2020.

Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; DWS; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.

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

Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market – September 2020

January 7, 2021 by

Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of September 30, 2020.

Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; DWS; Matthews; Robeco; Invesco; Investec; Vanguard; Franklin Templeton; Dimensional; Henderson; BlackRock; BNP Paribas; Eastspring; Fidelity; Axa; Aberdeen; NN IP; Nomura; TIAA-CREF; Ashmore; Goldman Sachs; Allianz; HSBC; Pictet; Morgan Stanley; Vontobel; AB; Aviva Investors; BNY Mellon AM; Forum One; Santander; Oaktree; AQR; Neuberger Berman; Eurizon; Moneda; Wellington; MFS; Security; Tokio Marine; F&C; Threadneedle; Baring; Nordea; Man; EuroAmerica; Wells Fargo; PineBridge; Muzinich; UBS; LarrainVial; Rogge; Amundi; Legg Mason; Natixis; Principal; Credit Suisse; Candriam; Russell; Old Mutual; Comgest; La Française; Fisher Investments; Groupama; First State; Merrill Lynch; Lyxor; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; T. Rowe Price; Traditional Funds; iShares; Vanguard; State Street; WisdomTree; Van Eck; First Trust; PowerShares; Deutsche; Direxion Shares; UBS; PIMCO; Guggenheim; Global X; United States Commodity Funds.

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

Felices y Forrados in the spotlight as Chilean regulators aim to limit transfers

January 6, 2021 by

A government proposal would limit movements between non-adjacent multifunds, while Congress will also examine the role of unregulated advisors.

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

Chilean AFP x AFP Investments in International Funds – August 2020

January 5, 2021 by

Excel workbook detailing investments of each Chilean AFP in international funds. Includes names of all funds as well as amounts invested in each. Data as of August 31, 2020.

Companies mentioned in this report: Acadian; AllianceBernstein; Allianz; Altamar; Amundi; Apax; Apollo; AQR; Ardian; Ares; Ashmore; Aviva Investors; Axa; AZ Multi Asset; Banchile; BancoEstado; Barings; Bci; Bice; BlackRock; Blackstone; BMO; BNP Paribas; BNY Mellon AM; BTG Pactual; Capital Advisors; Carlyle; Cinven; CMB Prime; Coller IP; Compass; Credicorp Capital; Credit Suisse; CVC CP; DWS; Dimensional; Dover Street; Eastspring; Edmond de Rothschild; EQT Partners; Eurizon; EuroAmerica; Falcom Capital; Fidelity; Foresta; Fortress; Franklin Templeton; GAM; Goldman Sachs; Hamilton Lane;Harbour Vest; HarbourVest; HSBC; ICG; Independencia; Invesco; Ninety One; iShares; Itaú; Janus Henderson; JPMorgan; KKR; Landmark; LarrainVial; Lazard; Lexington; Linzor CP; Lord Abbett; Man; Matthews; MBI; MFS; Moneda; Morgan Stanley; Muzinich; Neuberger Berman; New Capital; NN IP; Nomura; Nordea; Oaktree; ODDO BHF; Partners Group; Pictet; PIMCO; PineBridge; Robeco; Rogge; Santander; Schroders; Security; Southern Cross; Standard Life Aberdeen; State Street; Stone Harbor; Strategic Partners; TIAA-CREF; Toesca; Tokio Marine; TPG Capital; UBS; Van Eck; Vanguard; Veritas; Volcom Capital; Vontobel; Warburg Pincus; Wellington; WisdomTree.

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

Added flows, tighter fees will pressure Afores to diversify their portfolios

December 22, 2020 by

The industry was not pleased with the placement of stringent caps on fees they can pass on to affiliates, but cheered plans to boost payroll contributions substantially.

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

Peruvian AFP Investments in International Mutual Funds – November 2020

December 22, 2020 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 November 30, 2020.

Companies mentioned in this report: Acadian; AB; Allianz; Amundi; Ashmore; Axa; AZ Fund; Barings; BlackRock;Baillie Gifford; BNP Paribas; BNY Mellon; DWS; Degroof Petercam; Dimensional; Eastspring; EDM; Federated Investment; First Trust; Fidelity; Franklin Templeton; GAM; GBM; Goldman Sachs; Groupama; Global Evolution; Lazard; Ossiam; Janus Henderson; Invesco; Ninety One; JP Morgan; Man; Moneda; Matthews; MDO; MFS; Morgan Stanley; Muzinich; M&G; NN Investment ; Nordea; Northern Trust; Nomura; Pictet; Pimco; PineBrigde; Robeco; Santander; Schroders; State Street; Standard Life Aberdeen; Columbia Threadneedle; UBS; Russell; Tokio Marine; Van Eck; Vanguard; Veritas; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.

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

AFPs: Wave of reforms sweeps Chile and Peru

December 22, 2020 by

Along with approving the withdrawal of funds to fend off economic hardships caused by the pandemic, deep reforms are being discussed in both countries.

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

Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – November 2020

December 18, 2020 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 November 30, 2020.

Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; DWS; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Popular; Alianza.

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

Latin American Pension Fund Investments in Cross-Border Securities – September 2020

December 15, 2020 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 2015 through 2019, and as of September 30, 2020.

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

League Table – Assets Gathered by Latin American Pension Fund Managers – September 2020

December 15, 2020 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 September 30, 2020.

Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Crecer; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; Global Bank; Quantia; Romana.

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