SURA México

Overview

SURA México is a financial services company offering insurance, pensions, and investment solutions in Mexico. It is part of Grupo SURA, a leading Latin American financial services group with a presence in multiple countries across the region. SURA México provides a range of products and services, including insurance policies, pension plans, and investment management solutions, catering to both individual and institutional clients. The company operates through various subsidiaries, such as Seguros SURA and SURA Asset Management, each specializing in different aspects of the financial services sector. SURA Asset Management, for instance, is a subsidiary of Grupo SURA specializing in pension fund administration, asset management, and investment consulting. It manages assets for over 19 million people across six countries in the region. The company offers a broad range of financial products and services through its Investment Management, Savings and Investments, and Pension Fund Administration business units. SURA México's investment strategy focuses on a diversified portfolio that includes fixed income, equity, real estate, private equity, infrastructure, commodities, hedge funds, and venture capital. The company invests across various stages, from early-stage ventures to buyouts and distressed assets. Its geographical focus spans multiple countries in Latin America, including Mexico, Colombia, Chile, Peru, Uruguay, Panama, the Dominican Republic, Brazil, Argentina, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Paraguay, Bolivia, Ecuador, Jamaica, and Trinidad and Tobago. The company's investments cover a wide array of industries, such as financial services, insurance, pensions, investment management, asset management, banking, healthcare, real estate, energy, telecommunications, consumer goods, retail, technology, media, and transportation. SURA México's investment philosophy emphasizes sustainable profitability, aiming to deliver superior economic returns to its shareholders while creating value for other stakeholders with a long-term perspective. The company manages a substantial portfolio, with assets under management totaling approximately USD 158.7 billion, serving over 23.7 million clients across seven countries. Its team comprises over 6,800 employees committed to achieving the company's objectives. SURA México has received several recognitions for its excellence in sustainable practices and financial performance. For instance, it has been included in the C3 Creativity and Innovation Ranking and has received the Socially Responsible Company distinction from the Mexican Center for Philanthropy (CEMEFI) for multiple consecutive years. Additionally, SURA Asset Management has been recognized for its innovative projects and high ratings in service by the National Commission of the Retirement Savings System (CONSAR).

Investment Focus

• Focus on Latin American markets
• Preference for diversified portfolios across multiple asset classes
• Interest in both early-stage and mature companies
• Commitment to sustainable and responsible investing practices
• Alignment with SURA México's investment philosophy and objectives
• Compliance with local and international regulatory standards
• Ability to engage in long-term investment commitments
• Willingness to collaborate with a diverse range of industries and sectors

Portfolio Companies