As part of the implementation of the AFP reform, the SBS eliminated the obligation to register financial instruments considered "simple" and most frequently allocated to, which cover about 97% of pension fund investments. This includes cross-border mutual funds.
Latin American Pension Fund Investments in Cross-Border Securities – December 2013
March 7, 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 2012, previous month results and as of December 31, 2013.
BTG Pactual names former Citi executive as its Peru chief
March 5, 2014 by
Brazil-based BTG Pactual has announced the appointment of José Antonio Blanco as general manager for Peru, responsible for leading BTG Pactual's growth strategy in the following areas: investment banking, asset management, wealth management and sales & trading.
WisdomTree extends global reach in Latin America
February 28, 2014 by
The Peruvian pension regulator approved the sale of 12 WisdomTree ETFs, a necessary condition before they can be purchased.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Peruvian Pension Fund Market – January 2014
February 19, 2014 by
Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors. Data as of January 31, 2014.
Companies mentioned in this report: Aberdeen; Allianz; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; LarrainVial; Axa; Van Eck; Vanguard ; WestLB; Habitat; Integra; Prima; Profuturo.
Peruvian AFP Investments in International Mutual Funds – January 2014
February 17, 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 January 31, 2014.
Companies mentioned in this report: Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Capital; Deutsche; Franklin Templeton; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; PineBridge Investments; Pioneer; PowerShares; Robeco; Schroder; State Street Van Eck; Vanguard; WestLB; BlackRock; Dimensional; Fidelity; JP Morgan; UBS; LarrainVial; Axa; Habitat; Prima; Profuturo; Integra.
Regional Mutual Fund Managers Industry Statistics – December 2013
January 30, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December, 2013.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; and others.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo.
Peruvian AFP Pension Fund Industry Statistics – December 2013
January 27, 2014 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 30, 2013.
Companies mentioned in this report: Horizonte, Integra, prima, Profuturo.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – December 2013
January 23, 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 December, 2013.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Peruvian Pension Fund Market – December 2013
January 20, 2014 by
Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors. Data as of December 31, 2013.
Companies mentioned in this report: Aberdeen; Allianz; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; LarrainVial; Axa; Van Eck; Vanguard ; WestLB; Habitat; Integra; Prima; Profuturo.
