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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – December 2014

January 7, 2015 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of December 31, 2014.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.

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

Academic report criticizes status quo of Peruvian pension system

January 5, 2015 by

Academics María Amparo Cruz-Saco, Juan Mendoza and Bruno Seminario, find three basic errors in the existing models: they criticize the attempt to finance pensions through a tax on workers’ wages in a market where about two-thirds of employment is informal, they find ample evidence that people are saving voluntarily for old age outside of the system, and they argue that existing law is “suffocating” initiative and competition between AFPs.

Filed Under: News and Trends, Peru, Public Tagged With: , , , ,

State and municipal pensions barred from investing in local funds with international exposure

January 5, 2015 by

Local fund managers had been distributing their internationally-focused products to these Brazilian institutional investors through September 2014. However, a technical note (07/2014) issued by the MPS clarified that the RPPSs are not permitted to invest in international markets, even if the vehicle is local.

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

Peruvian AFP Pension Fund Industry Statistics – November 2014

December 23, 2014 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of November 30, 2014.

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

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

Chilean AFPs plowed head-first into volatile global markets in November

December 19, 2014 by

Funds sponsored by Franklin Templeton, Pioneer, PIMCO and JP Morgan, as well as ETFs from Vanguard and iShares, were the main beneficiaries of AFPs' USD 2 billion buying spree in November.

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

Latin American Pension Fund Investments in Cross-Border Securities – October 2014

December 19, 2014 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 2009 through 2013, and as of October 31, 2014.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , ,

Chilean Monthly AFP Report Statistics – November 2014

December 18, 2014 by

Excel workbook detailing investments of each Chilean pension funds to international mutual fund managers. Includes asset class and region/style growth. Data as of November 30, 2014.

Companies mentined in this report: Aberdeen; Alfred Berg; 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; Deutsche; Deutsche Bank AG; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; IM Trust; Independencia; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; 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; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

Peruvian AFP Investments in International Mutual Funds – November 2014

December 18, 2014 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 November 30, 2014.

Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; Dimensional; Fidelity; JP Morgan; Fidelity; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.

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

Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – October 2014

December 17, 2014 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 October 31, 2014.

Companies mentioned in this report: Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Robeco; Morgan Stanley; Schroder; JP Morgan; MFS; ING; BBH; Pictet; Amundi; Matthews Funds; Fidelity; BlackRock; Pioneer; WisdomTree; Invesco; Deka; LarrainVial; AllianceBernstein; AZ Fund Management; BNP Paribas; BNY Mellon; HSBC; Allianz; iShares; State Street; Vanguard; Proshares; PowerShares; Pimco; Van Eck; Lyxor; Protección; Porvenir; Colfondos; Old Mutual; HSBC; FiduDavivienda; Colseguros; Popular.

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

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – July 2014

December 16, 2014 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 July 31, 2014.

Companies mentioned in this report: iShares; State Street; PowerShares; Henderson; Van Eck; Pioneer; Dimensional; LarrainVial; Allianz; Pictet; Julies Baer; Deutsche; Muzinich; Threadneedle; Franklin Templeton; ING; Janus; Aberdeen; JP Morgan; Morgan Stanley; Matthews; Investec; Robeco; Fidelity; Schroders; Axa; BNY Mellon; BNP Paribas; MFS; Habitat; Integra; Porvenir; Profuturo.

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