Rafael Urquia

BlackRock México Operadora SA de CV SOFI (BlackRock México) is the Mexican fund management subsidiary of Phoenix Acquisition BV, itself a subsidiary of Blackrock, Inc. (NYSE: BLK, NASDAQ: BLK) in the US. Founded in 2008, the firm is headquartered in Mexico City and offers various investment solutions for institutions, financial professionals and individuals in Mexico. BlackRock México also manages a range of BlackRock funds for private and institutional clients.

Nordea Investment Management AB (Denmark) (NIM-Denmark) is the Danish asset management operating division of Nordea Investment Management AB, ultimately held by Nordea Bank ABp (HEL: NDA-FI, ADR: NRBAY) in Finland. Founded in 2005, the firm headquartered in Copenhagen and provides fund management services for individual and institutional clients including pension funds, unions, foundations, corporations and insurance companies.

Skagen AS (Investment Management) (Skagen-IM) is the investment management division of Skagen AS, itself a subsidiary of Storebrand ASA (OSE: STB, FRA: SKT) in Norway. The firm was founded in 1993 by Kristoffer Stensrud, Tor Dagfinn Veen and Åge Westbø. Headquartered in Stavanger, Skagen-IM manages Skagen global equity and fixed income funds for individual and institutional investors. They are a socially responsible investor.

Part of LQ Inversiones Financieras SA, Banchile Corredores de Bolsa SA is a company that provides brokerage services. The company is based in Santiago, Chile. The Chilean company was founded in 1990. Hernán Arellano Salas has been the CEO of the company since 2016.

Svenska Handelsbanken AB (Broker) (Handelsbanken-Broker) is the broker/dealer division of Svenska Handelsbanken AB (STO: SHB-A; OTCMKTS: SVNLY) in Sweden. Headquartered in Stockholm, Handelsbanken-Broker was founded in 1871 and provides trading services to large corporates. The firm trades in equities, money market instruments, currencies, commodities and derivatives.

Skandinaviska Enskilda Banken AB (Broker) (SEB-Broker) is the broker/dealer division of Skandinaviska Enskilda Banken AB (STO: SEB-A; OTCMKTS: SVKEF), a financial group headquartered in Stockholm, Sweden. Founded in 1856, SEB-Broker provides trading and executions services to their clients.

Erhvervsinvest Management A/S (Erhvervsinvest) is an independent Danish private equity investment firm established in 2003. Erhvervsinvest is headquartered in Copenhagen with an office in Aalborg in northern Denmark.

HSBC México SA (Broker) is the Mexico-based broker/dealer division of HSBC Mexico SA, ultimately held by HSBBC Holding Plc (LSE: HSBA; ADR: HSBC) in Great Britain. Headquartered in Mexico City, the firm provides brokerage services to various clients.

Merrill Lynch Mexico SA de CV Casa de Bolsa is the Mexican brokerage subsidiary of Bank of America Corp. (NYSE: BAC) in the US. Headquartered in Mexico City, the firm offers securities brokering services to clients in Latin America.

Part of Monex SAB de CV, Monex Casa de Bolsa SA de CV provides brokerage services. The company is based in Mexico City, Mexico. The Mexican company was founded in 2001. Tomás Noriega Noriega has been the CEO of the company since 2001.

Jyske Invest Fund Management A/S (Jyske Invest) is an independent Danish asset management firm which was established in 1988. Formerly known as Jyske Invest Administration A/S, the firm is based in Silkeborg and manages mutual funds, hedge funds and fund of funds for institutions, pension funds, corporates and private individuals. Jyske Invest works in cooperation with Jyske Bank A/S especially for advice concerning the overall portfolio breakdown of all funds and specific fund investments; however, the firm is responsible for making the final investment decisions. Their flagship funds are Jyske Invest and Jyske Invest International.

Part of Banco Santander Mexico SA Institucion de Banca Multiple, Casa de Bolsa Santander SA de CV is a Mexican company that provides brokerage services. The company is based in Lomas de Santa Fe, Mexico. Rodrigo Velasco has been the CEO of the company since 2020.

Santander Asset Management SA AGF (SAM-AGF) is the Chile-based asset management subsidiary of Santander Asset Management Investment Holdings Ltd., which is owned by Banco Santander SA (BME: SAN) in Spain. The firm was founded in 1993 as Santiago SA Administradora de Fondos Mutuos. They merged with O'Higgins Administradora de Fondos Mutuos SA in 1997 and was renamed Santander S.A. Administradora General de Fondos in 2003. In 2007, the firm became Santander Asset Management SA Administradora General De Fondos. Headquartered in Santiago, SAM-AGF manages the Santander fund range for individual and institutional investors.

Founded in 2001, GBM Administradora de Activos SA de CV SOSI (GBM Administradora) is an investment advisor located in Mexico City, Mexico. The firm is a direct subsidiary of GBM Asset Management S de RL de CV and their ultimate parent is Corporativo GBM SAB de CV (MX: GBMO).They manage the GBM fund range for institutional and individual investors.

HSBC Global Asset Management (México) SA de CV (HSBC GAM-Mexico) is the wholly-owned asset management subsidiary of Grupo Financiero HSBC SA de CV, ultimately held by HSBC Holdings Plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in Mexico City, HSBC GAM-Mexico was founded in 2001 and manages the HSBC funds for institutional and individual clients.

EuroAmerica Administradora General de Fondos SA (EuroAmerica AGF) is the fund management subsidiary of EuroAmerica SA in Chile, which was created in 1900 as a pioneer life insurance firm, originally called Compañía de Seguros sobre la Vida La Sudamérica. The firm was created in 2002 by EuroAmerica SA and is based in Santiago, where they manage mutual funds primarily for individual investors.

Citibanamex Afore SA de CV is the Mexico-based pension fund management subsidiary of Grupo Financiero Citibanamex SA de CV, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Headquartered in Mexico City, the firm was founded in 1884 and they offer retirement and pension management services for Mexican public and private employees and employers.

Operadora de Fondos Banorte Ixe SA de CV (Operadora de Fondos) is the fund management subsidiary of Grupo Financiero Banorte SAB de CV (BMV: GFNORTEO, ADR: GBOOY) in Mexico. The firm was founded in 2001 when financial intermediaries Grupo Financiero Banorte and Ixe Grupo Financiero merged. Headquartered in Mexico City, Operadora de Fondos provides portfolio management services and manages the Fondo Banorte fund range for individual and institutional investors.

BlackRock México SA de CV Asesor en Inversiones Independiente (BlackRock México) is the Mexico-based asset management subsidiary of BlackRock, Inc. (NYSE: BLK) in the US. Headquartered in Mexico City, the firm was founded in 2007 by Barclays Global Investors and they were acquired by BlackRock in 2009. Formerly known as Impulsora y Promotora Blackrock México SA de CV, BlackRock México offers various solutions for institutions, financial professionals and individuals in Mexico. The firm manages iShares Mexico Exchange Traded Funds, primarily for pension plans and mutual funds in Latin America.

SURA Investment Management México SA de CV SOFI (SURA IM) is the Mexican investment management subsidiary of Sura Asset Management Mexico SA de CV, itself a subsidiary of Grupo De Inversiones Suramericana SA (BVC: GRUPOSUR, OTCMKTS: GIVSY) in Colombia. Founded in 1998, SURA IM is headquartered in Mexico City and provides fund management and advisory services for individual and institutional investors.

SAM Asset Management SA de CV SOFI (SAM AM) is the Mexican fund management subsidiary of Santander Asset Management Investment Holdings Ltd. in Great Britain. Formerly known as Gestión Santander SA de CV SOSI, established in 1995, the firm is based in Mexico City and manages funds for private and institutional investors.

Afore XXI Banorte SA de CV (Afore) is a pension fund manager headquartered in Mexico City, Mexico. They are a subsidiary of Banco Mercantil del Norte SA de CV and their ultimate parent is Grupo Financiero Banorte SAB de CV (BMV: GFNORTEO). Afore manages the funds of the workers that are subject to the regulations of the Retirement Savings Systems. They also provide information and advice on retirement.

Afore SURA SA de CV (Afore SURA) is the Mexico-based pension fund management subsidiary of Sura Asset Management Mexico SA de CV, ultimately held by Grupo de Inversiones Suramericana SA (BVC: GRUPOSURA; OTCMKTS: GIVSY) in Colombia. Formerly known as ING Afore, the firm was founded in 1996 and merged with Afore Santander in 2010. In 2011 they were acquired by Grupo Suramericana and changed their name to Afore SURA in 2012. Headquartered in Mexico City, Afore SURA provides a range of pension fund management and insurance services to employees in Mexico.

Part of Grupo Empresarial Ángeles SA de CV, Fondos de Inversión Multiva SA de CV is a Mexican Mexico City-based company that was founded in 2000. Fondos de Inversión Multiva SA de CV provides investment advice. Fanny Lorena Rodríguez Gutiérrez has been the CEO of the company since 2008.

Part of Grupo Financiero Banorte SAB de CV, Casa de Bolsa Banorte SA de CV provides brokerage services. The company is based in Mexico City, Mexico. The Mexican company was founded in 2012. Jose Marcos Ramírez Miguel has been the CEO of the company since 2012.

Skandinaviska Enskilda Banken AB (Denmark) (SEB Denmark) is the Danish investment management division of Skandinaviska Enskilda Banken AB (ST: SEB.A,SEB.C) in Sweden. Established in 1999, SEB Denmark is based in Copenhagen. They merged with SEB AS in 2012 and provide banking, pension and credit card services to listed companies, major private companies and financial and public institutions including pension funds and regional / local authorities. SEB Denmark is a signatory to the UN Principles for Responsible Investment and cooperates with SEB Ethix SRI Advisors to ensure that work on responsible investment is done in a professional manner and employs active ownership to affect selected companies that do not meet the guidelines for environmental, social and corporate governance.

CPH Capital Fondsmaeglerselskab A/S is the Danish investment management subsidiary of Alliance Bernstein Preferred LP, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm was founded in 2010 as a division of Saxo Bank AS, became a joint venture between the firm's employees and Saxo Bank in 2012 and a subsidiary of AXA SA in 2014. Headquartered in Copenhagen, CPH Capital offers diversified investment services and products to institutional investors, individuals and private clients in major world markets.

Scotia Inverlat Casa de Bolsa SA de CV (Investment Management) (SICB-IM) is the investment management division of Scotia Inverlat Casa de Bolsa SA de CV. The firm is headquartered in Mexico City. Scotiabank provides their financial products and services to individuals, small and medium enterprises, and corporations around the world.

Jyske Bank A/S (Investment Management) (Jyske Bank-IM) is the investment management division of Jyske Bank A/S (CSE: JYSK, ADR: JYSKY) in Denmark. Headquartered in Silkeborg, Jyske Bank-IM was founded in 1967 and manages a range of funds for institutions, pension funds, corporates and private individuals. Their flagship funds are the Jyske Invest and Jyske Invest International Funds.

Fondo Nacional de Pensiones de los Trabajadores del Estado, do-business-as PENSIONISSSTE, is a pension fund manager and a Decentralized Public Body of the Institute of Social Security and Services of State Workers (ISSSTE) of the Government of Mexico. Headquartered in Mexico City, the firm was founded in 2007 by mandate of Law (Reform of the Law of ISSSTE), and manages the National Pension Fund for Workers in the Service of the State in order to comply with the Law of the Institute of Security and Social Services of State Workers, the Statute Organic of the Institute and other applicable regulations. PENSIONISSSTE have a joint representation in the Governing Bodies and it has been the only State non-profit AFORE.

Key Capital Partners Agencia de Valores SA provides investment advice. The private company is based in Madrid, Spain. The Spanish company was founded in 2010 by Alex Matitia. Alex Matitia has been the CEO since 2010.

PFA Asset Management A/S (PFA AM) is the wholly-owned asset management subsidiary of PFA Holding A/S in Denmark. The firm was founded in 2014 when PFA Kapitalforvaltning Fondsmæglerselskab A/S and PFA Portefølje Administration A/S (both established in 2010) merged. Headquartered in Copenhagen, PFA AM provides a range of asset management services including equities, fixed-income, mutual fund and alternative investment fund management for clients in Denmark including PFA Pension and PFA Kapitalforening.

JM Invest 2016 ApS provides investment advice. The private company is based in Copenhagen, Denmark. The Danish company was founded by Johannes Møller. Johannes Møller has been the CEO since incorporation.