Regulatory Alerts2023-08-11 | DOF 5698270Added · Updated
Modifications to the General Provisions Establishing the Investment Regime for Specialized Investment Societies of Retirement Fund Funds
The National Retirement Savings System Commission modifies the General Provisions governing the investment regime for Specialized Investment Societies of Retirement Fund Funds (SIEFORES). Key changes include expanding authorized investments to include physical exposure to gold, silver, or platinum via approved vehicles and foreign real estate investment vehicles, while introducing strict risk analysis criteria and independent expert opinions for foreign indices and vehicles. The amendments also restructure Basic Investment Societies based on birth year cohorts, mandate periodic resource transfers starting in 2024, and impose specific limits on individual stock holdings and risk value calculations for pension and basic investment societies.
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