"Different economic cycles to which savers are exposed during their period of accumulation of wealth requires new investment options to be created," says Rodrigo Araujo, director of BlackRock in Brazil.
BlackRock teams with Icatu Seguros to launch pension fund with global equity exposure
October 24, 2017 by
First Trust boosts to 11 its ETF offering in Mexico, targeting Afore pension funds
October 23, 2017 by
“The evolution of the Mexico pension system has been remarkable to watch," says First Trust's Codie Sanchez,
Expert views sovereign-wealth model as viable for managing additional pension flows
October 22, 2017 by
Scholar Eduardo Walker, member of the Pension Funds Technical Investment Council, admitted that fees paid to third-party managers are not at all high when considering rebates.
Latin American Pension Fund Investments in Cross-Border Securities – August 2017
October 18, 2017 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 August 31, 2017.
Peruvian AFP Pension Fund Industry Statistics – September 2017
October 18, 2017 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of September 30, 2017.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Peruvian AFP Investments in International Mutual Funds – September 2017
October 18, 2017 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 September 30, 2017.
Companies mentioned in this report: Aberdeen; Allianz; Amundi; Ashmore; Axa; AZ Fund; BlackRock – iShares; BNP Paribas; BNY Mellon; Deutsche; Dimensional; Eastspring; EDM; Federated Investment; Fidelity; Franklin Templeton; GAM; GBM; Goldman Sachs; Henderson; Invesco; Investec; JP Morgan; Man; Matthews; MFS; Morgan Stanley; Muzinich; NN Investment ; Nomura; Pictet; Pimco; Pioneer; PowerShares; Robeco; Santander; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – September 2017
October 17, 2017 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of September 30, 2017.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.
Chilean AFP Pension Fund Industry Statistics – September 2017
October 13, 2017 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of September 30, 2017.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
Mexican Pension Fund Industry Statistics – September 2017
October 13, 2017 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2017.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Colombian AFPs plowed USD 420 million into cross-border funds in August
October 12, 2017 by
Europe, emerging markets and North America attracted the most Colombian AFP allocations in August, with USD 420 million flowing to the three regions for the month.
