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Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – September 2016

March 2, 2017 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 September 30, 2016.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

Afore Sura funds its first international mandate for USD 150 million

March 1, 2017 by

Afore Sura has given the green light to its diversification strategy in international investments, funding a global equity mandate valued at USD 150 million. Two more mandates for a total of USD 350 million are awaiting a final go-ahead.

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

Afore CitiBanamex funds USD 550 million in Asia Pacific mandates with three global firms

February 28, 2017 by

The successful implementation makes the mandates the first-ever targeting the Asian continent, which CitiBanamex said underscores its leadership in the implementation of innovative strategies within the retirement savings system in Mexico.

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

Regional Pension Fund Managers Industry Statistics – December 2016

February 24, 2017 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of December 31, 2016.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Old Mutuial; XXI Banorte; Banamex; 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; Scotiabank; BHD; BanReservas; Romana; Republica; Sura; Itaú Unibanco; Bandes

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

League Table – Assets Gathered by Latin American Pension Fund Managers – December 2016

February 24, 2017 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, 2016.

Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; 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; BanVivienda; Romana.

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

Latin American Pension Fund Investments in Cross-Border Securities – December 2016

February 24, 2017 by

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2011 through 2015, and as of December 31, 2016.

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

Colombian AFP Pension Fund Industry Statistics – December 2016

February 23, 2017 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of December 31, 2016.

Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Old Mutual.

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

Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – December 2016

February 23, 2017 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 December 31, 2016.

Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; 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: , , , , , , , , , , , ,

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – December 2016

February 22, 2017 by

Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. 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 December 31, 2016.

Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Morgan Stanley; Vontobel; JP Morgan; Schroders; Goldman Sachs; Advent; WisdomTree; MFS; Franklin Templeton; NB; Blackstone; Partners Group; BlackRock Robeco; Investec; Pictet; Harbour Vest; NN IP; Julius Baer; Threadneedle; Carlyle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; Southern Cross; Finesa; Coller; Apollo; BBH; BNP Paribas; Axa; Warburg Pincus; PineBridge; GSP; Alp; Pomona; Pioneer; BBVA Bancomer; Horizons; AB; Deka; Bain; Court Square; Capital Partners; Ardian; Quilvest; PIMCO; River Stone Carlyle; BNY Mellon; Az Multi Asset; Amundi; Mandarine; Allianz; AllianceBernstein; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Alianza; Colseguros; Popular.

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

Afore Sura and BlackRock agree to swap USD 200 million mandate for advisory agreement

February 20, 2017 by

Since investing the mandated assets in iShares global-equity ETFs would mean paying a double fees to BlackRock, Afore Sura has modified its mandate with the global firm to a no-cost advisory agreement.

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