SURA Investment Management formally began operations in Colombia through is new trust fund company, Fiduciaria SURA

  • With the start-up of this new Company, new investment solutions are being launched for clients.
  • Its aim is to become a relevant player in the local asset management industry.
  • SURA Investment Management continues to consolidate itself as a regional investment platform with a reach extending to each of the six countries where it is present, thereby driving the growth and sustainable development of Latin America.

SURA Investment Management began operations in Colombia through Sura´s trust company, Fiduciaria SURA, with a portfolio that complements its product offering with traditional asset strategies. These are supplementing those already existing in alternative assets, where SURA Investment Management has already made its mark in managing infrastructure, real estate and private debt.

This latest move allows SURA Investment Management to continue to  consolidate itself as a regional investment platform, which is a unique feature that allows the client to invest in any country where the Company is present, in addition to the offshore facilities offered with its own investment vehicle in Luxembourg.

 "We, at  SURA Investment Management, are firmly focused on the growth and sustainable development of our region, which is why we began operations in Colombia so as to be able offer the local market there new investment alternatives that are highly competitive in terms of terms and profitability. “stated Pablo Sprenger, CEO of SURA Investment Management.

Fiduciaria SURA's new product offering consists of four new funds: a money market (Liquidez Pesos) fund and three multi-asset funds which are designed to respond to different client profiles. The latter funds belong to the category of balanced funds, which are only beginning to take off in Colombia, with which SURA Investment Management has a great deal of experience in other countries, where it has been recognized for its excellent management.

In particular, it is important to highlight that the SURA Aggressive Multi-Asset Fund was recognized this year in Chile by the "Salmón Awards" organized by Diario Financiero and LVA Índices, given its flexibility in facing the global situation and the level of performance of its investment team.

Solutions delivered through Fiduciaria SURA for handling the wealth management needs of our Colombian clients shall be handled by the Colombian Pension Fund Management firm, Protección, an expert player in the savings and investment sector that currently manages more than COP 140 trillion.

The competitiveness of the portfolios managed by SURA Investment Management has been made possible thanks to the skills of one of the largest investment teams in Latin America. The 130 investment professionals that make up the team bring to bear their extensive knowledge of the local markets and since in each of the six countries where the Company is present, namely Mexico, Colombia, Peru, Chile, Uruguay and Argentina; there are representatives who offer their perspectives of their respective financial markets and are responsible for analyzing the different realities and context of each country so as to be able to detect the best opportunities and the main risks.

 "Our team handles a robust investment process consisting of two fundamental pillars, quantitative and qualitative, and decisions are made at meetings of an investment committee after discussing, as a team, all the variables that make an investment alternative attractive or not. We also recognize the importance of timely investments, bearing in mind national and international circumstances, in order to offer solutions that are highly adaptable," stated CEO Sprenger.

Thanks to its client-centric strategy and segment specialization, SURA Investment Management plans to develop a new range of solutions in the future to respond to the particular realities and needs of our Colombian investors and help them meet their financial objectives.

About SURA Investment Management

SURA Investment Management is an expert player in the asset and investment management sectors for the multi-geographic, multi-asset, multi-segment institutional segment with a presence in Mexico, Colombia, Peru, Chile, Uruguay and Argentina. It is a subsidiary of SURA Asset Management. At the end of Q1 2021, SURA Investment Management held USD 10.89 trillion in Assets under Management, with more than 380 clients in 3 segments while providing its support to some of the most important companies in the market.

*Protection S.A. and Fiduciaria SURA S.A. hereby announce that the products offered are owned by Fiduciaria SURA S.A. and are authorized for distribution through Protección S.A., in accordance with the above, Fiduciaria SURA S.A. declares that it is solely responsible for the proper functioning and availability of the products that are acquired through the distribution channels established by Protección S.A.