Report by Cerulli Associates

Reforms in Pension and Mutual Funds in Mexico: A New Era of Distribution for International Asset Managers

Date:

Reforms in Pension and Mutual Funds in Mexico: A New Era of Distribution for International Asset Managers

Author: Fórmate a Fondo

  1. Mexican regulation reform for pension and mutual funds creates new opportunities for international asset management companies
  2. At the end of 2014, the amount of assets under management for mutual and pension funds stood at US$277 billion, not a very high figure considering the size of the country
  3. These reforms are expected to increase the flexibility of the Afore pension plans and improve their margins, while in mutual funds, a new era of distribution for third party funds is expected to develop