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About Us

We manage $ 10,7 billion between fixed income, equities, real assets and balanced portfolios.

We have a strong regional team

150+ profesionals dedicated to managing and developing opportunities in Latin America.
Investment centers located in Colombia, Chile and Peru.
We are part of Credicorp, a leading group in the Latin American financial sector.

Experts in Latin America

Succesful in executing and monitoring the best investment ideas in Latin America.
Local resources and deep understanding of the domestic market.
Extensive local network with access to business leaders, the public sector, consultants and intermediaries.

We focus our work on customer service

Focus on generating value for our customers.
Platform dedicated to customer service.

Find more about our Mutual Funds clicking here.

Responsible Investment

Capabilities

Fixed Income

Credicorp Capital Asset Management is a specialist in Latin American Fixed Income with more than 65 years of experience and more than US$1,300 millions of actively managed. We have a team based in LatAm that actively monitors more than 200 issuers of Fixed Income. Likewise, the local presence of the team together with the extensive network of local and regional contacts allows us to have a deep understanding of the dynamics of the Latin American market.

Currently we offer fixed income mutual funds and managed accounts in the markets of Peru, Colombia and Chile, as well as offshore funds domiciled in Cayman and Luxembourg.

These are the available strategies: 

Latin America High Yield
Latin America Investment Grade
Short Duration Latam
Chile – Local Credit
Chile – Local Rates & FX
Peru- USD Fixed Income
Peru –LCY Fixed Income
Colombia – Local Credit
Colombia – Local Rates &FX

Portfolio Managers ranked first in the Citywire Selector ranking in 2019.

Equities

Credicorp Capital Asset Management is a specialist in Latin American Equity with more than more than US$300 millions of assets actively managed. The Portfolio Managers have an average experience of 16 years investing in Latin American Equity. In addition, we have more than 20 analysts and economists based throughout the region who actively monitor more than 400 companies.

Likewise, the local presence of the team together with the extensive network of local and regional contacts allows us to have a deep understanding of the dynamics of the Latin American market.

Currently we offer equitymutual funds and managed accounts in the markets of Peru, Colombia and Chile, as well as an offshore fund domiciled in Luxembourg.

These are the available strategies: 

Latin American Equity
Pacific Alliance Equity
Andean Equity
Chile – Large Cap (Strategic Equity)
Chile – Small Cap
Peru – All Cap (Strategic Equity)
Colombia – Large Cap (Strategic Equity)

Structured Products

Structured products are time-bound investment alternatives, with a customized payment scheme that allow for a return linked to a financial asset such as indices, stocks, currencies, fees, commodities, among others.

Among its main benefits are: 

Payment scheme according to different investment theses, modifying the risk-return profile of the asset.
Portfolio diversification by providing access to a wide variety of global asset classes.
Partial or total capital protection according to the payment structure.

As part of the value offering, our structured products can be divided into two main categories according to the customer's risk profile:

Protected Capital: Products that seek to obtain a return on a risk asset conservatively.
Opportunity Products: Products that seek to pay distributions or share on an asset and that may have partial capital protection.

Third Party Funds

The Third Party Funds team is part of Credicorp Capital Asset Management's Investment Products division. It has a team of professionals dedicated to the selection of international mutual funds and alternative funds. It seeks to provide a range of high-conviction funds, access to best-in-class managers, personalized service and innovative solutions that enable clients to make more informed investment decisions and meet their long-term investment goals.

The selection process begins with the constant search for new ideas always thinking about the needs of customers. One of the sources of idea origination is in close interaction with the industry's leading fund managers. Identified trends and opportunities in the market, build the investment thesis and filter the group of available funds until they reach the potential recommended fund. The selected fund goes through an exhaustive Due Diligence process where the risk, compliance and legal teams also participate independently. Once the recommendation is approved, deployment to the trading force is carried out and included in the monitoring template to ensure the quality of the list of recommended funds.

Institutional Distribution

Credicorp Capital Asset Management's Institutional Distribution team is responsible for business development and relationships with institutional investors in Chile, Peru, Colombia and Panama. Currently, the assets under advice are greater than US$ 9.8 billion, placed through global public and private market solutions.

Real Assets

Credicorp Capital Asset Management’s Real Assets team seeks to provide investors with attractive returns on different types of strategy:

Real Estate: It has management teams in the 3 countries of the Andean region and has more than 170 years of real estate experience together. It currently has 11 vehicles under management, through which it handles more than US$1 billion in AUMs and has more than 300,000 m2 of leased area in the portfolio.
Private Debt: It has a Management team with more than 30 years of experience in the asset class with physical presence in Peru, Chile and Colombia. This specialized practice seeks to provide short- or medium-term financing alternatives to companies/projects in the region. Currently it is developing investment initiatives that target high-net worth and institutional clients.

Infrastructure: Credicorp Capital Asset Management in conjunction with Sura Investment Management make up the Investment Manager Union for Infrastructure, with a team that has more than 110 years of experience in investment and management of infrastructure assets. The Union for Infrastructure team is present in Peru and Colombia analyzing investment opportunities mainly in the Pacific Alliance countries (Peru, Colombia, Chile and Mexico). Currently, it has 3 vehicles and a compartment under management, through which it manages US$ 506.2 million in AUMs and has 5 investments in Peru and Colombia.

Team

Contact Us

For more information, write us to: ir.am@credicorpcapital.com

Responsible and sustainable investments

Responsible and sustainable investments are strategies and practices incorporating environmental, social, and governance criteria (ESG) in the investment process.

The objective is to improve the risk profile and the potential returns of the investments based on the companies’ sustainability as an additional driver of financial performance.

A pillar of our investment philosophy

Our investment philosophy incorporates a responsible investment approach to improve our assessment of risks and opportunities.

Our commitment

Since June 2020, Credicorp Capital Asset Management became a signatory of the Principles for Responsible Investment (PRI) supported by the United Nations. PRI is a global leader in the promotion of responsible investment.

CCAM PRI Signatory color 2023.jpg

Our strategies

We combine diverse responsible and sustainable investment strategies to improve the traditional analysis of risk and opportunities. By incorporating ESG factors, we obtain a broader and richer perspective of our investments, which allows us to enhance the risk-return profile of the assets that we manage.

Exclusion

We avoid sectors that are not consistent with our position as responsible investors.

For further detail, please read our Exclusion Policy Section.

ESG Integration

We include ESG factors systemically and explicitly in our analysis and investment decisions.

It adds on traditional financial analysis.

Examples of ESG:

Active Ownership

We keep a direct and close dialogue with the companies to understand their management of ESG issues and influence them to improve.

This way, we contribute to the companies’ sustainability.

Active ownership strategies:

For further detail, please read our Voting Policy Section.

Thematic Investments

Thematic investments allow us to address specific environmental or social challenges or necessities, generating competitive financial returns simultaneously.

Our policies and guidelines