Actinver
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| Actinver S.A. de C.V. | |
|---|---|
| Type | Private |
| Founded | Mexico City 1994 |
| Headquarters | Santa Fé, Mexico City industry = Financial Services |
| Products | Stock Brokerage, Investment funds, Afore. |
| Employees | 1,760 |
| Website | Actinver |
Actinver is a group of financial companies with only one mission: to become the best financial services company in Mexico, to help all our clients preserve and increase their investment portfolios. Our job is to know our clients better, to help them define their goals and to draw up a business plan that allows them to reach these goals with greater speed and security.
Our Philosophy.
In Actinver, we believe that our clients are our most important assets. We focus on providing them with a unique service. Our principal goal is to add value to the investments of our clients, and find the correct balance between risk and return.
Our Objectives.
Through us, the client enjoys a wide range of investment options that are adapted to his or her needs, with competitive returns and access to a wide range of financial markets.
We are constantly updating our product base in order to respond quickly to the diverse changes that present themselves in both the local and international markets.
The taking of investment decisions is based on the consistency of our results and fundamental analysis (which focuses on economic growth, behavior of interest rates, inflation and corporate valuations). This analysis is executed by our own in-house team of research professionals.
[edit] Today, Grupo ACTINVER is made up for:
Actinver Brokerage House
For those clients that require greater diversification options, we now have included Actinver Brokerage House, which highly complements our suite of products and investment alternatives, offering the possibility of access to the following markets:
- Actinver Investment Funds.
- Third Party Investment Funds.
- Online Trading.
- Capital Markets: nationally listed shares and foreign shares listed on SIC.
Debt capital markets: CETES, bonds, promissory notes, exchange traded money market certificates.
- Derivatives.
- Currency Exchange.
- Savings and Pension Plans.
- Retirement Plans.
- Investment Banking.
- Trust Services.
The client decides the type of account that they want to operate
- Traditional. Clients are assigned an executive who will provide financial advice and solutions.
- Bursanet. Clients execute trades via the Internet, on line and in real time, without the supervision of an account executive.
Actinver-Lloyd
In Actinver-Lloyd, we offer the biggest family of funds in the country, with more than 50 different alternatives that consistently have achieved amongst the best returns within their respective categories. Moreover, given the fact that its is proven that diversification is the most profitable and secure way to invest, we offer different portfolios, designed on the basis of liquidity needs, risk tolerance and profile (from the conservative investor to the aggressive investor).
- Actinver Investment Funds.
- Third Party Investment Funds.
- Online Trading.
- Currency Exchange.
- Savings and Pension Plans.
- Retirement Plans.
- Trust Services.
- Research Analysis.
[edit] History
In 1990 a group of Mexican businessmen found that there existed a lack of financial alternatives for investors and savers of different socio economic levels, and a gap existed for a company that could provide attractive rates and access to the financial market.
In 1994 the National Banking and Securities Commission (CNBV) awarded to Actinver a license to operate as an investment fund manager in Mexico. In the same year, Actinver opened its doors to the public offering three investment funds.
From the start, Actinver stood out from other financial institutions on account of its transparency, ease of transacting, quality of funds, highly competitive returns and excellent levels of service.
In 1997 Actinver opened its first branches in:
- Monterrey.
- Puebla.
- Veracruz.
In the same year, Actinver achieved the milestone of MXN 1 billion in assets under management, in addition to the launch of three new investment funds. At the end of this year, the internationally recognized rating agency Standard and Poors issued ratings on all our debt funds.
In 1998 Actinver opens one more branch:
- Torreon.
And achieves MXN 2 billion in assets under management, in addition to opening our seventh investment fund.
In 1999 Actinver continues with its expansion plans, opening branches in :
- Aguascalientes.
- Chihuahua.
- Hermosillo.
- Leon.
- Queretaro.
- Mazatlan.
- Merida.
- Morelia.
- Satelite (Metropolitan area).
In this year, we reached MXN 3 billion in assets under management and opened two new investment funds; in the process creating our first fund that specialized in currency hedging.
In 2000 Actinver maintains its expansion plans, opening branches at:
- Guadalajara.
- Plateros (Mexico City).
We also expand our family of funds to 10. In this year, we also launched our first value added product: life insurance.
In 2001 we open new branches in Mexico City:
- Centro (Mexico City).
- Altavista (Mexico City).
In the first quarter of the year, total assets under management exceed MXN 4 billion; Actinver buys Finacorp, an investment Fund Manager, and also announces the commercial alliance with Zurich Life. We also expand our range of value added products to include education and retirement plans. Our family of funds increases to 14 and Actinver consolidates its growth by moving its corporate offices.
In 2002 the following new branches are opened:
- Culiacan.
- Puebla II.
- Tijuana.
- Toluca.
In the first quarter, Actinver reaches MXN 6.8 billion under management.
In 2003 the Government Assembly of the CONSAR grants permission for the formation of AFORE Actinver SA de CV, and Siefore Actinver 1, SA de CV, bringing to 11 the total number of administrators dedicated to retirement savings for workers in Mexico.
In the same year, we launch Actidow, which tracks the performance of the Dow Jones and ActiUS which is made up of "trackers" that track the performance of the S&P500, S&P400, S&P 600 and Nasdaq, representing the principal US markets. Also, in this year, Actinver starts to invest in US Government Treasury instruments in its dollar denominated funds.
In 2004 new branches are opened in:
- Aguilas (Mexico City).
- Cuernavaca.
- Guadalajara II.
- San Luis Potosí.
- Tampico.
- Tepic.
In the same year, 100% of the shares in Bursamex Casa de Bolsa are acquired, which in turn gives way to Actinver Casa de Bolsa, making Actinver one of the biggest financial groups in the country with 60,000 clients, and total assets under management of MXN 13 billion and a total of 21 in-house funds. Also, in the course of this year, the company initiates the co-distribution of best of breed asset managers.
In 2005 Actinver opens the doors for business of Actinver Casa de Bolsa:
In this year, the company actively participates in the share IPOs of ICH, Asur, Qualitas, Femsa, Cemex and Cicsa, amongst others. The company also introduces "Actinver Day", a day dedicated to presentations by selected companies listed on the Mexican Stock Exchange, with big and small investors on the invitation list.
Actinver restructures the shareholder base of all its debt funds to series 5 (from 1 to 5), offering the advantages of all its funds to all types of investors and launching 3 new funds in the process: Actidol, Actiemp and Actieuro, the final fund being the first fund denominated in euros in Mexico. At the same time, we boost the range of co-distributed funds offering investors Asian funds, American funds from the Franklin Templeton Family, funds specializing in dividends, and global debt and capital funds.
In 2006 Actinver acquires Operadora Lloyd, an investment funds operator.
At the beginning of this year, Grupo Actinver buys all the stocks of Operadora Lloyd, making Actinver the biggest asset manager in Mexico not aligned to a bank, with total assets of MXN 40 billion, close to 200,000 clients and with a branch network of 41 offices through out the country.
