AMIB Highlights Historic Growth in Investment Funds
At the 2025 Funds Forum, Álvaro García Pimentel, President of the Mexican Securities Exchange Association (AMIB), presented a positive evolution of investment funds in Mexico, with results marking a turning point in the nation’s financial system.
Investor Base and Assets Under Management
- Investor Growth: The number of investors has more than quadrupled in the last five years, rising from under 3 million to 13.1 million active investors in investment funds, a growth exceeding 400%.
- Assets Under Management: In the same period, assets under management doubled from 2.4 billion pesos to 4.5 billion pesos, representing approximately 13% of Mexico’s Gross Domestic Product (GDP).
García Pimentel emphasized that this exponential growth in the number of investors, along with a significant increase in assets under management, highlights not only the sector’s dynamism but also investors’ confidence in Mexico’s financial industry.
Recent Developments
- New Investments: In the past year, investment funds added 1 trillion pesos to their assets, with 600,000 million pesos coming from new flows and over 400,000 million pesos generated by the operation of more than 600 available funds in the country.
- Average Returns: The weighted average return was 12%, significantly above inflation and the Banco de México reference rate.
The total number of investors in Mexico’s stock market system, including brokerage firms, has reached 31 million people—equivalent to 1.5 times the IMSS contributors and over 50% of the formal and informal working population.
Future Goals
García Pimentel called for continued modernization of the regulatory framework, including internationalizing funds, greater flexibility in updating prospectuses, and adjustments to the securities lending scheme. He also requested that new regulations on hedge funds and structured products align with international standards to strengthen the market.
AMIB’s Role in Financial Education
García Pimentel highlighted AMIB’s role in promoting financial education, with over 11,000 professional certifications issued annually and the creation of training programs targeting young investors and newcomers. The institution actively works to cultivate a sustainable financial culture that enables Mexicans to make better decisions for their future.
Investment funds, García Pimentel stated, are “made in Mexico,” fully aligned with the “Mexico Plan” and managed by national and international experts. They also strengthen financing for both public and private projects through the capital market.
AMIB’s Commitment
“With a long-term vision centered on inclusion, transparency, and the competitiveness of the stock market, AMIB consolidates investment funds as a strategic tool for the economic development of the country,” García Pimentel concluded.
Key Questions and Answers
- Q: What has been the growth in investors and assets under management for Mexican investment funds? A: The number of investors has grown by over 400% in five years, from 3 million to 13.1 million. Assets under management have doubled from 2.4 billion pesos to 4.5 billion pesos, representing around 13% of Mexico’s GDP.
- Q: How have investment funds performed recently? A: In the past year, investment funds added 1 trillion pesos to their assets, with 600,000 million pesos from new flows and over 400,000 million pesos generated by fund operations. The weighted average return was 12%, surpassing inflation and the Banco de México reference rate.
- Q: What are the future goals for Mexican investment funds? A: There is a call to modernize the regulatory framework, including internationalizing funds, greater flexibility in updating prospectuses, and adjustments to the securities lending scheme. New regulations on hedge funds and structured products should align with international standards.
- Q: What role does AMIB play in promoting financial education? A: AMIB issues over 11,000 professional certifications annually and creates training programs for young investors and newcomers, fostering a sustainable financial culture in Mexico.
