AMIB 2025 Fund Forum: Mexican Investment Fund Industry Seeks Tax Modernization and International Expansion

Web Editor

May 27, 2025

a man standing at a podium with a microphone in his hand and a microphone in his mouth to his mouth,

Background on Alejandro Aguilar Ceballos

Alejandro Aguilar Ceballos, the president of the Asset Management Committee at AMIB and General Director of Banorte’s Fund Operator, played a pivotal role in outlining the key challenges and opportunities for strengthening Mexico’s investment fund industry at the AMIB 2025 Fund Forum.

Banorte, under Aguilar Ceballos’ leadership, has established itself as a leader in financial digitalization and continues to reinforce its position as a driving force for growth and inclusion within Mexico’s investment fund sector.

Key Points from the AMIB 2025 Fund Forum

Tax Modernization

Need for Tax Reform: Aguilar Ceballos emphasized the importance of modernizing Mexico’s tax regime to better support the growth and competitiveness of the investment fund industry.

  • Objective: To create a more favorable environment for investment funds, encouraging both domestic and international capital inflows.
  • Benefits: A modernized tax system could lead to increased investment, job creation, and overall economic growth.

Strengthening Financial Inclusion

Importance of Financial Inclusion: Aguilar Ceballos highlighted the need to expand financial services and investment opportunities to underserved populations in Mexico.

  • Objective: To promote financial literacy and access to investment funds for a broader segment of the Mexican population.
  • Impact: Greater financial inclusion can lead to improved living standards, reduced poverty, and a more robust economy.

Digitalization of the Industry

Banorte’s Digital Leadership: Aguilar Ceballos pointed out Banorte’s commitment to digital transformation in the financial sector, positioning it as a trailblazer in Mexico.

  • Innovations: Banorte has implemented cutting-edge technologies, such as artificial intelligence and blockchain, to streamline operations and enhance customer experiences.
  • Industry Impact: Banorte’s digital leadership sets an example for other financial institutions, fostering a more efficient and inclusive investment fund industry.

Key Questions and Answers

  • Q: Why is tax modernization crucial for the investment fund industry? A: A modernized tax system can create a more favorable environment for investment funds, encouraging capital inflows and fostering economic growth.
  • Q: How does financial inclusion benefit the Mexican economy? A: Financial inclusion promotes financial literacy, expands access to investment opportunities, and contributes to improved living standards and reduced poverty.
  • Q: What role does digitalization play in the investment fund industry? A: Digitalization enhances operational efficiency, improves customer experiences, and positions financial institutions as leaders in innovation.