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League Table – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean AFP Market – January 2021

February 11, 2021 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. Data as of January 31, 2021.

Companies mentioned in this report: iShares; Vanguard; JP Morgan; DWS; Julius Baer; Pioneer; Ninety One; PIMCO; Schroders; State Street; Robeco; Henderson; Dimensional; Matthews; Invesco; BNP Paribas; Franklin Templeton; Axa; Fidelity; GAM; BNY Mellon AM; Allianz; Aberdeen; NN IP; BlackRock; Eastspring; Morgan Stanley; Goldman Sachs; Pictet; Ashmore; MFS; Vontobel; HSBC; Oaktree; TIAA-CREF; Aviva Investors; UBS; Threadneedle; Nomura; AB; Eurizon; F&C; La Financière de l'Echiquier; LarrainVial; Nordea; Neuberger Berman; Wellington; Rogge; Credit Suisse; WisdomTree; Man; Baring; BlueBay; Muzinich; Security; EuroAmerica; Van Eck; Natixis.

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

Holdings Report – Chilean AFP Investment in Cross-Border Securities – January 2021

February 11, 2021 by

Excel workbook detailing Chilean pension fund allocations to cross-border mutual funds, ETFs, investment funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Data as of January 31, 2021.

Companies mentioned in this report: Aberdeen; Barings; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; Bank of America; Barclays Bank; BBH; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Celfin; Citibank NA; Compass; DWS; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Ninety One; iShares; JP Morgan; Julius Baer; La Financière de l'Echiquier; LarrainVial; Las Americas; M&G; Matthews; MFS; Moneda; Morgan Stanley; Natixis; Nevasa HMC; Oppenheimer; Petrobras; Pictet; Picton; PIMCO; Pioneer; Robeco; Schroder; SEB; Security; State Street; State Street Bank and Trust; Columbia Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

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

February 3, 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 December 31, 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: , , , , , ,

Regional Pension Fund Managers Industry Statistics – December 2020

February 3, 2021 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of December 31, 2020.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; CitiBanamex; Sura; Profuturo GNP; Principal; Invercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat; Profuturo; Progreso; BPDC; BN; BCR; BAC; VIDA PLENA; CCSS; Popular; Crecer; BHD; Global Bank; Quantia; Romana; Republica; Sura; Itaú Unibanco; Bandes.

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

Chilean AFP x AFP Investments in International Funds – September 2020

February 2, 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 September 30, 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: , , , , , , , , , , , , , ,

Peruvian AFP Pension Fund Industry Statistics – December 2020

February 1, 2021 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 31, 2020.

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

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

Mexican Pension Fund Industry Statistics – December 2020

February 1, 2021 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2020.

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: , , , , , , ,

Chilean AFP Pension Fund Industry Statistics – December 2020

February 1, 2021 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2020.

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 – October 2020

February 1, 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 2015 through 2019, and as of October 31, 2020.

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

Will 2021 be a breakout year for active funds in Mexico? The Amafore seems to think so.

January 26, 2021 by

The Amafore's Alvaro Melendez predicted an uptick in allocations to active funds while emphasizing need to increase cap on international investments.

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