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Mexico's investment funds hit 5 trillion pesos as growth potential remains untapped

A booming yet underdeveloped market: Mexico's fund industry passes 5 trillion pesos, but leaders say inclusion and innovation are key to unlocking its full potential.

The image shows a graph depicting the number of funds by emerging status over time, normalized. The...
The image shows a graph depicting the number of funds by emerging status over time, normalized. The graph is accompanied by text that provides further information about the data.

Mexico's investment funds hit 5 trillion pesos as growth potential remains untapped

Mexico’s investment fund industry has reached a major milestone, with total assets now exceeding 5 trillion pesos. Over 17 million users currently participate in the sector, which still holds significant room for growth, according to industry leaders.

The 2026 Funds Forum, organised by the Mexican Association of Stock Market Institutions (AMIB), brought together key figures to discuss the sector’s future and challenges. At the forum’s opening, Ángel Cabrera, president of the National Banking and Securities Commission (CNBV), stressed the need for a broader range of investment products. He warned against overconcentration in specific instruments, noting that most funds currently flow into the debt market, leaving equities underrepresented.

Alejandro Aguilar, chair of AMIB’s Asset Management Committee, pointed out that assets under management still only represent about 14% of Mexico’s GDP. This suggests untapped potential for expansion.

Omar Mejía, deputy governor of the Bank of Mexico, highlighted two key obstacles: low financial literacy and limited access to markets. He argued that deeper market diversity would encourage wider public participation in investment funds.

María del Carmen Bonilla, undersecretary of Finance and Public Credit, outlined the government’s approach. She explained that the current administration is pushing for socially focused financial policies to boost inclusion. The goal is to strengthen savings and direct them toward national development projects through investment funds. The discussions at the forum underscored the sector’s role in Mexico’s economic growth. Expanding product offerings, improving financial education, and reducing market concentration could help unlock further potential. Authorities and industry leaders are now focused on turning these insights into action.

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