At Grupo de Inversiones Suramericana —Grupo SURA— we are an investment manager focused on building and developing a balanced portfolio with a long-term vision, whose main axis is financial services.
About Grupo SURA
We are also the holding company of the SURA-Bancolombia Financial Conglomerate, with a presence spanning a total of 11 countries in Latin America. We are listed on the Colombian Stock Exchange (BVC) and are also registered with the ADR- Level 1 program in the United States.
Our portfolio consists of the following:
- Financial services: includes companies in the banking, insurance, pensions, savings, investment, and asset management sectors.
- Industry: with companies in the food, cement, energy, and infrastructure sectors.
- Corporate venture: this is a program and carries out investments in innovation- and technology-based companies, mainly related to financial services with disruptive models.
We also invest in companies that provide other services in complementary sectors.
Investments in Financial services
We are an investment manager focused on building and developing a balanced portfolio with a long-term vision, whose main axis is financial services. Our purpose is to generate well-being and sustainable harmony for people, organizations and society. Various financial services represent 75% of our investments and we participate through our companies in the insurance, pension, savings and investment and universal banking sectors.
(*) Shareholding stake in common shares
Investments in Industry
We expanded our portfolio with participation in investments in industry, with companies such as Grupo Nutresa (processed foods) and Grupo Argos (cement, energy, and concessions).
(*) Shareholding stake in common shares
SURA Ventures is a program that allows us to streamline the transformation of our investment portfolio, based on its corporate purpose as a financial services holding company. Our goal is to find businesses and opportunities with a long-term horizon, to understand the new ecosystems, business models and emerging technologies applied. What do we look for in the companies in which we decided to invest? That they are innovative and scalable, generate a disruption and possess strategic profitability.
Investments in Other services
We complement our portfolio with investments in companies that provide other services, where we identify the potential for future growth.
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 in general. Consequently, we have defined the strategic objective of obtaining sustainable profitability, as a guide for the Company's decisions, which are based on the creation of economic value and help ensure a harmonious level of development for our society.
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.
We recognize each other, as human beings with our own particular identities and cultures, as forming the heart of our Organization. That is why we are enhancing our employee development plans and enabling competencies and knowledge that favor, from the standpoint of exibility and diversity, the full development of the self and his or her potential, thereby creating added value to the Company, its stakeholders and society in general.
Communication and relationship with the environment
Organizational capacity to establish relationships that create a sense of community, through various dynamics (mediated or direct), with all actors in society. This begins by acknowledging and appreciating “the other person” and requires us to really understand the interdependent relationships which bind us all, this by acknowledging that our stakeholder groups are the ones that legitimize and validate our existence as a Company as well as a Business Group.
An enabling pillar of applied knowledge, itself implies continuously searching for, transforming and appropriating that knowledge, which requires, among other factors, the dynamics of inquiry, observation, analysis, reflection, experimentation, listening, dialogue and critical debate. We also understand this as a systematic process, leveraged by the different capabilities of all the Company’s employees.
As an investment manager, we strive to strengthen our capacity to bring about added value and growth for our portfolio, by achieving and allocating capital to continue making progress with our strategic objective of obtaining sustainable profitability. This has been made possible through an efficient and diversified access to resources, both debt and capital, a level of performance that creates added value for our portfolio investments, as well as the allocation and optimization of capital for our current lines of business as well as for new opportunities, as explained below.
In order to advance along the path to sustainable profitability and maintain adequate levels of risk-return for our shareholders, it is essential to adequately identify, evaluate and treat risks and opportunities arising from the dynamics inherent to all those companies that make up Grupo SURA’s portfolio.
Indexes, standards and recognitions
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.
“Líder Multilatino del año” (Multi Latin leader of the year)
David Bojanini García recognized by América Economía
David Bojanini is recognized by América Economía as “Multi Latin Leader of the Year” “Líder Multilatino del año”. Here is a phrase for his role in the Company’s growth since 2011, and his commitment to social development and responsible management.
“La Compañía Mejor Administrada en 2013” (The Best Managed Company in 2013)
Recognition we were awarded by Euromoney
We were recognized by the well-known British publication Euromoney as “The Best Managed Company in Colombia during 2013”. We also received recognition as the second Latin American company in the banking and financial services category.
“La mejor Multilatina Financiera del año” (The Best Financial Multi Latin Company of the Year)
Recognition awarded by América Economía
During the “IV Foro Multilatinas - Mirando al pacífico” (IV multi Latin company forum) held on October 21 and 22, 2014 in Mexico City, América Economía announced our recognition as the “Best Financial Multi Latin of the Year” in the 2014 Multi Latin Awards, given for the 1st time to recognize Latin American executives and companies that are expanding and internationalizing their operations in several countries of the region and the world.
BestCross, “Mejor Negocio Transfronterizo del 2012” (Best Cross-Border Business in 2012)
We receive this recognition during the celebration of Latin Finance
We received the award that the economic publication Latin Finance handed out during the celebration of the “Latin Finance Deals of the Year Awards”, in the category of “Best Cross-Border Business in 2012” for our acquisition of ING’s assets in Latin America.
Portafolio 2012 hours
During the Portafolio Awards, David Bojanini García and Nicanor Restrepo Santamaría were recognized
Both our CEO, David Bojanini, and our former CEO, Nicanor Restrepo, were recognized during the Portafolio 2012 awards given each year by this Colombian economic publication. David Bojanini was decorated as “Business Leader of the Year” and Nicanor Restrepo received the award to “Business Life and Work”. Would like to share with you the information about the awards published in the portafolio.co website.
IR Global Rankings for 2012
Recognitions given by IR Global Rankings.
In this 2012 edition of the IR Global Rankings, around 300 companies listed in the stock markets of 45 countries around the world participated. These companies were evaluated in areas such as investor relations, online annual reports, financial reporting procedures, and corporate governance. We were recognized as the best evolution of financial reporting procedures between 2011 and 2012”.
“Inversionista del Año” en el 2012 (investor of the year in 2012)
Recognition given by the Chilean newspaper Estrategia
As it does each year, the Chilean newspaper Estrategia selects the most important actors in the national economy to recognize them in 17 categories. At that time, we were named the “Foreign Investor of 2012”, thanks to our operation and that allowed us to purchase ING’s assets in Latin America and achieve the first place in pensions in the region.
“Financista del Año” (financial company of the year)
Recognition given to David Bojanini García as financier of the year during the 2012 Bravo Latin Trade awards
Latin Trade, one of the major sources of business information in Latin America and the Caribbean recognized our CEO David Bojanini García as the “financier of the year”, for having led the largest pension, insurance and investment funds portfolio acquisition made by a Colombian company in its entire history.
Recognition awarded by the BVC
“Emisor con Mayor monto colocado en el Sector Real” (issuer with the largest amount placed in the real sector).
Within the awards it hands out every year, Bolsa de Valores de Colombia (BVC) recognized us as the “issuer with the largest amount placed in the real sector” during 2011.
“La Compañía con la Estrategía más convincente y coherente de su Sector” en el 2012” (The company with the most convincing and consistent strategy in its sector during 2012)
Recognition by Euromoney
We are pleased to share with you the recognition received from the British publication Euromoney, as the “company with the most convincing and consistent strategy in its sector, in the region”, according to the Ranking of Best Managed Companies in 2012.
Premios LIRA (LIRA awards)
Latin America’s Investor Relations Awards
During the 2011 Latin America’s Awards - LIRA, were recognized for our excellence in investor relations and communication by the corporate governance among companies listed in the stock exchanges of Chile, Colombia and Peru.