We are a Latin American investment manager with a well-balanced portfolio of investments focusing on financial and related services. Our purpose is to create well-being and a harmonious level of development for people, organizations and society at large.
With the strategic objective of obtaining sustainable profitability, we seek to provide our shareholders with an economic return that exceeds the cost of capital and to create value for our other stakeholders, with a view towards the long-term.
We are also evolving our strategy, which is allowing us to anticipate risks, opportunities and strengths of a balanced management of the four capitals: financial, social, human and natural. This is only sustainable when our portfolio companies, through their own lines of business, help people and companies face the uncertainties both now and in the future while promoting the well-being and development of the territories where these are present.
The priority focus of our capital allocation strategy is on the financial and related service industry, with our three core investments:
• Suramericana, a specialized player in the insurance industry, which, as a trend and risk manager, provides capabilities to people and companies in all nine countries where we are present. It is the third largest insurance company of Latin American origin measured in terms of written premiums.
• SURA Asset Management, an expert player in pension, savings, investment and asset management industries, with a presence spanning six countries2. It leads the regional pension industry and is currently positioning itself as an investment platform for its institutional and corporate clients.
• Bancolombia, a company in which Grupo SURA is the main shareholder (albeit non-controlling), offering specialized and complementary universal banking services as the leading bank in Colombia. Its subsidiaries make up the main financial network in Central America.
We are also the main shareholders (albeit non-controlling) in two industrial investments with which we share equity ties and a philosophy of doing business:
• Grupo Argos, an infrastructure holding company with a direct presence in 18 countries throughout the Americas, through its cement and energy lines of business as well as its road and airport concessions.
• Grupo Nutresa, a leading processed foods company in Colombia and a relevant regional player in this industry, with direct operations in 17 countries and brands present in 82, based on its eight lines of business.
All in all, our investments provide a well-balanced diversification and exposure to different risks, industries, geographies and stages of maturity of the portfolio’s businesses.
Since 2011, Grupo SURA has been included in the Dow Jones Global Sustainability Index (DJSI), which recognizes companies with the best economic, social and environmental practices.
We are an investment manager focused on building and developing a balanced portfolio with a long-term vision, whose main focus is financial services. Our purpose is to create well-being and harmonious development for people, organizations and society. Diverse financial services represent 75% of our investments and we participate through our companies in the insurance, pension, savings and investment and universal banking sectors.
We expanded our portfolio by participating in industry investments with companies such as Grupo Nutresa (processed foods) and Grupo Argos (cement, energy and concessions).
SURA Ventures es un programa que nos permite dinamizar la transformación de nuestro portafolio de inversiones, a partir de su objeto social como holding de servicios financieros. Nuestro objetivo es encontrar negocios y oportunidades con un horizonte de largo plazo, para entender los nuevos ecosistemas, modelos de negocio y tecnologías emergentes aplicadas. ¿Qué buscamos en las compañías en las que decidimos invertir? Que sean innovadoras y escalables, generen una disrupción y posean rentabilidad estratégica.
Complementamos nuestro portafolio con inversiones en compañías de otros servicios, en las cuales identificamos potencial de crecimiento a futuro.
We seek that all our actions and decisions start from Transparency, Respect, Responsibility and Equity.
To have a fair and balanced treatment in relationships, considering the individuality, context, and conditions of all individuals.
Recognizing others for their individuality and their context. Accepting and valuing them as they are. Considering the viewpoints, needs, and opinions of individuals and interest groups.To have a fair and balanced treatment in relationships, considering the individuality, context, and conditions of all individuals.
Fulfilling agreements and commitments, exceeding expectations for the benefit of the company and society, and taking responsibility for the consequences of actions and decisions.
Ensuring openness, clarity, precision, and timeliness in the delivery and management of information and relationships within the legal framework and business prudence.
At the beginning of 2021 we updated the strategic definitions that steer Grupo SURA’s decisions and roadmap. This was based on an ever-changing environment and a vision that has been enriched by carefully listening to and talking constructively with different stakeholder groups, this with the aim of creating added value particularly for our shareholders, our portfolio investments and society at large.
Create well-being and a harmonious level of development for people, organizations, and society at large. With the strategic objective of obtaining sustainable profitability, we seek to provide our shareholders with an economic return that exceeds the cost of capital and to create value for our other stakeholders, with a view towards the long-term.
To achieve this objective, we have a team of human talent that has the necessary skills and abilities to develop our own applied knowledge of our different lines of business, which forms part of our priority investment focus, as well as the countries in which we are present. This knowledge allows the Organization to differentiate itself and manage its capital and risk exposure in much more optimal manner, in order to consolidate a balanced portfolio.
Human talent
Communication and relationship with the environment
Applied research
Capital management
Risk management
Suramericana (Seguros SURA)
Our consistent and coherent work, in strict compliance with corporate principles, are the reflection of relationships based on the trust of the different stakeholders with whom we interact.
We were given this Sustainability Award in the Multi-Latina Category by Latin Trade Index Americas This recognition, determined in partnership with the Inter-American Development Bank (IDB), is awarded to the most sustainable companies in Latin America that are issuers listed with the region's stock exchanges.
The FTSE4Good indexes list companies with the best international practices in environmental and social management, as well as in corporate governance. Their focus is on identifying ethical investments and best practices in terms of corporate responsibility on different stock markets around the world.
Grupo SURA managed to maintain its position in the S&P Global Sustainability Yearbook for the tenth consecutive year. The Holding obtained the second highest rating among the 18 organizations that were admitted from the Diversified Financial Services and Capital Markets sector and continues this year as the only Latin American organization from this same industry.
In May 2020, this renowned publishing house issued a report highlighting the best financial and investor relations teams in Latin America. On this occasion, Ricardo Jaramillo, our CFO, and the Grupo SURA IR team, obtained second place on a regional level in the category of mid-cap companies. This ranking was based on the opinion of 364 investment portfolio analysts.
SURA was ranked in fourth place in the list of best-perceived companies, according to the Merco Corporate Reputation Monitor. Similarly, SURA was ranked as the seventh best company to work for in Colombia according to Merco Talento and earned third place in the Corporate Responsibility and Governance ranking.
The Colombian Stock Exchange (BVC), in conjunction with the College of Higher Management Studies (CESA), gave its IR (Investor Relations) Issuer Award to Grupo Sura for the eighth year running, having made special mention of the Company's good reporting practices and engagement with its investors. This recognition highlights the Company's detailed publication of its quarterly results, as well as the opportunities given to different types of investors to air their concerns.
The prestigious U.S. publication, in association with Statista, published the ranking of the world's highly-appreciated listed organizations in terms of reliability, performance in their role as employer as well as the robustness of its portfolio. Grupo SURA earned 150th place in this ranking and was included as one of the 15 Latin American companies that were included, as well as one of 12 from the financial and investment services sector.
For the tenth consecutive year, Grupo SURA was included among the 318 companies that form part of the Dow Jones Global Sustainability Index and remains the only Latin American company from the Diversified Financial Services industry. With this the Group has earned its place as one of the listed Organizations with the best economic, social and environmental practices, in addition to forming part of the Emerging Markets and MILA indexes.
This insurance company operating in Colombia was ranked in 11th place among a total of 322 companies surveyed. Among the deciding factors for this award were the number of medical doctors hired, the creation of the subsidiary’s own consolidated innovation system and its continuous investment in R&D&I.
Startups recognized Grupo SURA for its work to boost the innovation and entrepreneurship ecosystem in Latin America. On this occasion, special mention was made of the company's role as a great mobilizer of the innovation ecosystem throughout the region.
That year’s global ranking, drawn up by the German consulting firm, Statista, examined 750 companies from a total of 45 countries. SURA was ranked in 483 position, being the only Colombian company to be listed and the only Latin American company from the insurance sector.
The Organization climbed from 19th to 7th place in the Private Social Investment Index (PSII) for 2020, this based on the concerted efforts of our Companies as well as the SURA Foundation. Grupo SURA was the Company that was most recognized by other companies participating in this ranking, given factors such as ethical conduct, transparency and social management.
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