Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of July 31, 2014.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Peruvian AFP Investments in International Mutual Funds – July 2014
August 19, 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 July 31, 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.
Peru’s AFPs can now invest up to 20% in alternatives
August 15, 2014 by
AFPs can now invest up to 15% of their type 2 moderate portfolios and 20% of their type 3 aggressive portfolios in alternatives, without weighing against the overall equity limit. The previous limit was a scant 3%, and was being fully utilized.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – June 2014
July 29, 2014 by
Excel workbook detailing net new investments (NNI) of all locally registered Peruvian mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of June 30, 2014.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Latin American Pension Fund Investments in Cross-Border Securities – May 2014
July 29, 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 May 31, 2014.
Peruvian AFP Pension Fund Industry Statistics – June 2014
July 24, 2014 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of June 30, 2014.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Peruvian AFP Investments in International Mutual Funds – June 2014
July 16, 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 June 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.
Peruvian Mutual Fund Industry Statistics – June 2014
July 14, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2014.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Security prepares range of Lux funds to compete for regional AFP assets
July 11, 2014 by
Pablo Jaque (photo), CIO of Inversiones Security, confirmed the move to Fund Pro Latin America. Chilean managers are launching products in Luxembourg to give them more visibility and the capacity to quickly capture investment from around the world, without having to create separate vehicles for their clients in Peru, Colombia, and Chile.
Latin American Pension Fund Investments in Cross-Border Securities – April 2014
July 3, 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 April 30, 2014.
