Regulatory Alerts2019-09-17 | DOF 5572445Added
General Provisions Establishing the Procedure for Constructing the Net Performance Indicators of Specialized Investment Companies for Retirement Funds
The National Retirement Savings System Commission establishes the methodology for calculating Net Performance Indicators for Basic Investment Companies, utilizing a weighted average of 36, 60, and 120-month horizons based on Market Returns in Pension Units. These indicators govern the transfer, assignment, and reassignment of individual accounts, with specific thresholds requiring a 5% difference in performance for early transfers and mandating the disclosure of these indicators to workers and operating companies. The rules apply to all Basic Investment Companies and define specific groups based on worker age ranges to ensure standardized long-term performance evaluation.
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