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Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – February 2014

March 4, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending February, 2014.

Companies mentioned in this report: Aberdeen; Alfred; Berg; AllianceBernstein; Allianz; Ashmore; Aviva; Investors; Axa; BlackRock; BlueBay; BNP; Paribas; BNY; Mellon; AM; BTG; Pactual; Deutsche; Dimensional; DWS; Edmond; de; Rothschild; F&C; Fidelity; Franklin; Templeton; GAM; GLG; Goldman; Sachs; ; Henderson; HSBC; ING; Invesco; Investec; iShares; JP; Morgan; Julius; Baer; LarrainVial; M&G; Matthews; MFS; Morgan; Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroder; SEB; State; Street; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van; Eck; Vanguard; Vontobel; WisdomTree.

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

Colombian AFP Pension Fund Industry Statistics – December 2013

February 17, 2014 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of December 31, 2013.
Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Horizonte; AFP Colfondos; AFP Skandia.

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

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – October 2013

December 23, 2013 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.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; AZ Fund Management; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Dimensional; Fidelity; Franklin Templeton; HSBC; ING; Invesco; Investec; iShares; JP Morgan; LarrainVial; Lyxor; Matthews Funds; MFS; Morgan Stanley; N/A; Pictet; Pimco; Pioneer; PowerShares; ProShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Vontobel; WisdomTree; Proteccion; Porvenir; Colfondos; Horizonte; Skandia; HSBC; FiduDavivienda; FiduColombia; Colseguros; Fiduciar.

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

Colombian AFP Pension Fund Industry Statistics – September 2013

December 23, 2013 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of September 30, 2013.
Companies mentioned in this report: AFP Protección, AFP Porvenir, AFP Horizonte, AFP Colfondos, AFP Skandia

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

Fiscal reform takes bite out of tax benefit on pension-plan contributions

December 19, 2013 by

Up until 2013, contributions made by plan sponsors to private pension plans were 100% tax deductible. However, the new fiscal reform reduces the percentage to 53% and potentially just 47%, according to sources consulted by Latin Asset Management.

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

Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – November 2013

December 13, 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 November 30, 2013.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Deutsche; Dimensional; Edmond de Rothschild; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; M&G; Matthews; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; Pimco; Pioneer; Robeco; Schroder; SEB; State Street; Threadneedle; Threadneedle ; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree.

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

Compass Group Mexico wants a piece of the Afore market

December 11, 2013 by

In an interview with Latin Asset Management, José Ignacio Armedariz and Luis Palacio said they will be very active in the next two years offering Afores new alternatives to benefit the pension managers' international portfolios.

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

Latin American Distribution Dynamics 2013 – Closed Markets Begin to Mature and Open

December 5, 2013 by

The Cerulli Report: Latin American Distribution Dynamics 2013 is the eighth edition in a series of annual reports focusing on the distribution and product development trends taking place in the major markets of Latin America. Latin Asset Management, a source of much of the data and commentary featured in this edition, is proud to have once again collaborated with Cerulli Associates on the report.

Filed Under: Public, Research Reports Tagged With: , , , , , , , , , , , , , ,

Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market -September 2013

December 4, 2013 by

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers. Data as of September 30, 2013.

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

Colombian AFP Obligatory System Investments in Individual International Mutual Funds – May 2013

July 19, 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 May 31, 2013.

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