XXI-Banorte will be the largest Afore which could be too big for the Mexican market, and there is also an obvious need for the regulator to extend the foreign asset investment limit.
Merger of Afore XXI with Afore Banorte could lead to extension of limits for foreign investment
December 13, 2012 by
Closed-end investment funds feel discriminated by the new rules
November 12, 2012 by
In the latest changes to the Pension Fund Investment System, the maximum percentage AFPs can invest in local funds was cut from 5% to 3%.
Afore Banamex goes for two more mandates
October 5, 2012 by
About to fund the first mandate - which was won by BlackRock, Schroders and JP Morgan - Javier Orvañanos, investment manager at Afore Banamex, is now working on mandates for commodities and international securities.
Criteria for contracting managers fine tuned
May 28, 2012 by
The Risk Review Committee issued a document clarifying the criteria for contracts between afores and managers in Mexico which makes the system viable.
Regulations on AFP fees no longer concern managers
May 28, 2012 by
Congressional Committee on Labor and Social Security proposed a regulatory change so that part of the fees that AFPs charge members is based on portfolio returns.
Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – October 2013
November 28, 2013 by
Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Period ending October 31, 2013
Colombian AFP Obligatory System Investments in Individual International Mutual Funds – July 2013
September 27, 2013 by
Chart detailing investments of Colombian AFPs in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Also shows overall system investment in each mutual fund. Data as of July 31, 2013.
Colombian AFP Obligatory System Investments in Individual International Mutual Funds – August 2013
October 27, 2013 by
Chart detailing investments of Colombian AFPs in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Also shows overall system investment in each mutual fund. Data as of August 31, 2013.
Peruvian AFP Investments in International Mutual Funds – September 2013
October 22, 2013 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, 2013.
Peruvian AFP Investments in International Mutual Funds – August 2013
September 17, 2013 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 August 31, 2013.
