Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of June 30, 2016.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
Tracking the Activities of Global Asset Managers in Latin America

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of June 30, 2016.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

In one month alone, withdrawals of around USD 300 million were made, and it is estimated that in one year withdrawals could reach 10% of the total Peruvian pension fund.

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of March 31, 2016.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

Daniel Navajas of Compass Group viewed positively the proposed changes, which include increased access to alternatives, investment in high-yield bond funds and hedge funds, and AFP access to cross-border funds that might have a shareholder owning more than 10%.

The tax benefits of local feeders still make sense for insurers and family offices, says Matías Eguiguren of Picton Advisors. But allowing the tax-exempt pension funds to invest directly offshore "would give them the opportunity to differentiate themselves."

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

Repatriation or sunlighting of undeclared overseas assets could generate new flows to local private banks and wealth managers.

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of September 30, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of June 30, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of March 31, 2015.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.
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