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League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Chilean Institutional Market – December 2017

February 1, 2018 by

Includes assets gathered by cross-border fund managers in the Chilean pension funds (AFPs), mutual funds (AGFs). Period: three months ending December 31, 2017.

Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; Deutsche; 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 – December 2017

February 1, 2018 by

Excel workbook detailing Chilean AFP allocations to mutual fund managers and ETF sponsors. Data as of December 31, 2017.

Companies mentioned in this report: GAM; JP Morgan; PIMCO; Schroders; Pioneer; Deutsche; 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: , , , , , , ,

Consar anxious to establish rules for cross-border-fund investing

January 31, 2018 by

Carlos Ramírez, president of the Consar, provided Fund Pro Latin America with a time estimate on when Afore pension managers will finally be able to invest in cross-border mutual funds.

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

Latin American Pension Fund Investments in Cross-Border Securities – November 2017

January 30, 2018 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 2012 through 2016, and as of November 30, 2017.

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

Fund/ETF allocations from Chilean AFPs at USD 82 billion after banner December

January 29, 2018 by

Even US equity funds enjoyed gains in December, as Chilean AFPs capped off a banner year. "Valuations are not necessarily crazy, but they’re certainly high,” said Richard Garland, managing director at Investec.

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

Afore Sura funds mandate with Investec for USD 150 million

January 29, 2018 by

Luis de la Cerda, investment director, said the Afore was open to granting new mandates and to evaluating options in mutual funds when the time comes.

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

Peruvian AFP Pension Fund Industry Statistics – December 2017

January 26, 2018 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 31, 2017.

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 2017

January 26, 2018 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2017.

Companies mentioned in this report: XX Banorte; Banamex; 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 2017

January 26, 2018 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2017.

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

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

CMN heeds industry advice, ditches rule requiring risk rating on cross-border funds

January 25, 2018 by

The original resolution by the Brazilian Monetary Council had paralyzed the offer of global funds to local pension managers, said Marc Forster, executive director at Western Asset in Sao Paulo.

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