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Chilean AFP x AFP Investments in International Funds – March 2020

August 4, 2020 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 March 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; Deutsche; 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; Investec; 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: , , , , , , , , , , , , , ,

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

August 3, 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 May 31, 2020.

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

Chilean AFPs exited Asian funds in May while warming to fixed income

August 1, 2020 by

The AFPs decreased their exposure to equity by USD 3.2 billion during the month, while boosting investments in fixed-income funds by USD 893 million.

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

New manager Fintual targets millennial Chileans with online-only offering

July 31, 2020 by

Tech-savvy fund manager Fintual has built a proprietary platform catering to 16,000 clients. It aims to hit USD 200 million in AUM by year end, says portfolio manager Stella Melaragno.

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

Peruvian AFP Pension Fund Industry Statistics – June 2020

July 28, 2020 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of June 30, 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 – June 2020

July 28, 2020 by

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

Colombian AFPs shunned equity in April, missing sharp recovery in prices

July 28, 2020 by

The Colombian AFPs received USD 210 million in fresh funds in April to finish the month with USD 17.3 billion invested in cross-border funds and ETFs, almost entirely in equity funds.

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

Chilean AFPs face up to USD 20 billion in redemptions

July 24, 2020 by

Local distributors gamed out the winners and losers if AFP affiliates are allowed to redeem 10% of their positions. ETFs and illiquid investments such as private equity could suffer most.

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

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – February 2020

July 23, 2020 by

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 February 29, 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; Deutsche; First Trust; GAM; Goldman Sachs; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Standard Life Aberdeen Muzinich; GBM; Wellington; Morgan Stanley; Santander; 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: , , , , , , , , ,

Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – February 2020

July 23, 2020 by

Excel workbook detailing inflows/outflows of Peruvian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of February 29, 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; Deutsche; First Trust; GAM; Goldman Sachs; Aberdeen; BlackRock; UBS; Fidelity; Nomura; Robeco; NN IP; Van Eck; Investec; Axa; EDM; Threadneedle; Vontobel; Muzinich; GBM; Wellington; Morgan Stanley; Santander; 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: , , , , , , , , , , , , , ,
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