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Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – November 2015

May 2, 2016 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of November 30, 2015.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

General Atlantic to increase stake in Brazil’s XP Investimentos to 49%

April 22, 2016 by

The brokerage firm and fund distributor is growing not only in Brazil but also in the US, where it will probably double headcount this year to about 90 people, with half in Miami and the other half in New York, says CEO Guilherme Benchimol.

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

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – January 2016

April 18, 2016 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. Data as of January 31, 2016.

Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Morgan Stanley; Vontobel; JP Morgan; Schroders; Goldman Sachs; Advent; WisdomTree; MFS; Franklin Templeton; NB; Blackstone; Partners Group; BlackRock Robeco; Investec; Pictet; Harbour Vest; NN IP; Julius Baer; Threadneedle; Carlyle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; Southern Cross; Finesa; Coller; Apollo; BBH; BNP Paribas; Axa; Warburg Pincus; PineBridge; GSP; Alp; Pomona; Pioneer; BBVA Bancomer; Horizons; AB; Deka; Bain; Court Square; Capital Partners; Ardian; Quilvest; PIMCO; River Stone Carlyle; BNY Mellon; Az Multi Asset; Amundi; Mandarine; Allianz; AllianceBernstein; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Alianza; Colseguros; Correval; Popular.

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

Managers upbeat on new investment regulations for Peruvian insurers

April 8, 2016 by

Insurers' new ability to allocate a portion of their technical reserves in funds investing in real estate, infrastructure projects, receivables, leasing operations, factoring operations, and private equity pleased Daniel Dancourt, CEO of HMC Capital in Peru.

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

Report: Wealthy Latin Americans could use a lot more help on the advice side

March 30, 2016 by

Advisors could do much more to help wealthy Latin Americans understand more about cross-border funds and foreign exchange risk, according to a Morgan Stanley study. The report sees an opportunity for entrepreneurial advisors willing to service this market.

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

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – October 2015

March 23, 2016 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of October 31, 2015.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

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

Latam private-equity and VC activity didn’t let up in 2015, trade group says

March 17, 2016 by

Mexico, the second most active market behind Brazil, saw a record USD 2.3 billion invested through 88 transactions in 2015, said Cate Ambrose, president and executive director of the Latin American Private Equity and Venture Capital Association.

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

Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – December 2015

March 10, 2016 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. Data as of December 31, 2015.

Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Morgan Stanley; Vontobel; JP Morgan; Schroders; Goldman Sachs; Advent; WisdomTree; MFS; Franklin Templeton; NB; Blackstone; Partners Group; BlackRock Robeco; Investec; Pictet; Harbour Vest; NN IP; Julius Baer; Threadneedle; Carlyle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; Southern Cross; Finesa; Coller; Apollo; BBH; BNP Paribas; Axa; Warburg Pincus; PineBridge; GSP; Alp; Pomona; Pioneer; BBVA Bancomer; Horizons; AB; Deka; Bain; Court Square; Capital Partners; Ardian; Quilvest; PIMCO; River Stone Carlyle; BNY Mellon; Az Multi Asset; Amundi; Mandarine; Allianz; AllianceBernstein; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Alianza; Colseguros; Correval; Popular.

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

Sura and Credicorp agree to develop infrastructure projects in Colombia and Peru

March 8, 2016 by

Juan Carlos Botero, director of SURA Investment Management, said the partnership's initial focus will be on the Colombian and Peruvian markets.

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

Afores boosted their private-equity exposure to 6% in 2015

March 7, 2016 by

During 2015 about USD 1 billion - through 19 issues - went to market, almost double the issues logged in the previous year. A local consulting firm says that there is another USD 1.9 billion dollars in the pipeline for upcoming CKDs.

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