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

May 6, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending April 30, 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: , , , , , , ,

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

April 2, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending March 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: , , , , , , ,

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

March 5, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending February 28, 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; Santanders; Schroder; State Street; Van Eck; Vanguard; WisdomTree.

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

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

February 7, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending January 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; Santanders; Schroder; State Street; Van Eck; Vanguard; WisdomTree.

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

Bruising January for cross-border investments, but local options took a worse beating

February 6, 2014 by

Only two equity funds and ETFs among the 144 which receive allocations from Chilean AFPs ended the first month of the year with a positive return. The worst performing vehicle lost 12% for the month.

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

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

February 4, 2014 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending January 31, 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: , , , , , , , , ,

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

December 9, 2013 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending November 30, 2013.

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

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.

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