Investor Presentaiton
Business Model: Asset Management
Actinver
Asset Management Industry in Mexico
1 31 Asset Managers in Mexico
2 Attractive market: New players have entered in the last
years.
3 75% of the industry is concentrated in the first 7 places.
4 2015-2020 CAGR 6.5%
5
Low penetration: in 2017, the Mutual Fund industry in Mexico
was 10% of the GDP vs. The global average15%, Brazil 60% &
Chile 27%.
Assets of Mutual Fund Operators in Mexico
(billions of pesos)
Actinver Mutual Fund Assets
(billion of pesos)
CAGR
2015-2021
191
178
173
Actinver: 8.2%
156
158
Industry: 6.5%
131
119
2015
2016
2017
2018
2019
2020
2021
Alliances and New Launches
Net Assets
Change
Mutual Fund
No.
Operators
Dec 21
%
Dec 20
%
Net
Assets
%
1
BBVA
594
21.2%
549
21.3%
44
8.1%
2
BlackRock
560
20.0%
512
19.9%
48
9.3%
3
Santander
284
10.2%
264
10.3%
20
7.6%
4
Banorte
222
7.9%
220
8.5%
2
1.1%
5
Actinver
191
6.8%
178
6.9%
13
7.4%
6
Scotiabank
157
5.6%
167
6.5%
-10
-6.1%
7
Inbursa
140
5.0%
111
4.3%
29
26.4%
Others
646
23.1%
571
22.2%
75
13.1%
Total
2,573
100%
2,467
100%
106
4.3%
Source: AMIB December Report 2021
GLOBAL %
LEGG MASON
GLOBAL ASSET MANAGEMENT
INVESTMENT
AXA MANAGERS
FIERACAPITAL
8View entire presentation