Added flows, tighter fees will pressure Afores to diversify their portfolios

The industry was not pleased with the placement of stringent caps on fees they can pass on to affiliates, but cheered plans to boost payroll contributions substantially.

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Mexican Pension Fund Industry Statistics – September 2020

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2020.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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AMLO floats bid to increase Afore contribution rate to 15%

The Mexican president's surprise announcement would boost contributions from the current 6.5% rate over eight years, with employers footing the bill.

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Mexican Pension Fund Industry Statistics – June 2020

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2020.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Mexican Pension Fund Industry Statistics – March 2020

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2020.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Afore Citibanamex entices Kuri while Sura bets on home-grown talent

The former Afore Sura CEO’s new job is to work out how this retirement fund manager will take “the portfolios towards a better experience in which the client becomes the core of the investment process," Citi said in a statement.

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Mexican Pension Fund Industry Statistics – December 2019

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 30, 2019.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Pension association OKs 42 cross-border funds for purchase by Afores

The option offers an attractive alternative to mandates, allowing smaller Afores to participate in active management.

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Mexican Pension Fund Industry Statistics – September 2019

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2019.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Mexican Pension Fund Industry Statistics – June 2019

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2019.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

This content is reserved for our licensees.

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