SURA Investments
Case Study
How technology is transforming trading
in Mexico and beyond.
SURA Investments partners with MarketAxess
to enhance trading efficiency, liquidity access,
and transparency. By leveraging electronic trading
protocols, SURA streamlines operations, reduces
risk, and strengthens its investment solutions for
institutional clients across Latin America.
Case Study
How technology is transforming trading
in Mexico and beyond.
SURA Investments partners with MarketAxess
to enhance trading efficiency, liquidity access,
and transparency. By leveraging electronic trading
protocols, SURA streamlines operations, reduces
risk, and strengthens its investment solutions for
institutional clients across Latin America.
Case Study: SURA InvestmentsBringing LATAM markets together
As one of the leading asset managers in Latin America and a pioneer
in e-trading, SURA Investments sought a global partner to help
elevate its services and offer its clients a wider range of more
sophisticated products.
SURA Investments, a unit of SURA Asset Management, is a provider
of institutional investment solutions including mutual funds, private
pension plans, institutional mandates, insurance company mandates
and endowments.
The scale of its operations—with more than 400 portfolios in Mexico
alone—prompted the firm to choose MarketAxess, the world’s
leading electronic credit trading platform, to obtain unparalleled
liquidity, efficiency and support. With the partnership in place, SURA
Investments is streamlining its operations and enhancing its execution
and communications capabilities, helping it offer a standout
client experience.
By leveraging MarketAxess’ electronic trading protocols, SURA
Investments offers its clients smarter, more efficient processes
through the trade lifecycle. The firm’s adoption of sophisticated
trading technologies has enabled a tighter grip on risk and improved
agility in responding to shifting market dynamics. Moreover,
SURA Investments has positioned itself to capitalize on wider
market opportunities and deepen Latin America’s role as an
economic powerhouse.
Joaquín Barrera, Director of Fixed Income and Investments, identifies
three key advantages offered by the platform:
• Superior pricing through simultaneous engagement with increased
numbers of dealers.
• Higher levels of efficiency through faster processing and lower
operational risk through the trade lifecycle.
• Improved transparency, enabling a clearer demonstration of
fiduciary activities and stronger strategic performance.
Insights from leadership:
As one of the leading asset managers in Latin America and a pioneer
in e-trading, SURA Investments sought a global partner to help
elevate its services and offer its clients a wider range of more
sophisticated products.
SURA Investments, a unit of SURA Asset Management, is a provider
of institutional investment solutions including mutual funds, private
pension plans, institutional mandates, insurance company mandates
and endowments.
The scale of its operations—with more than 400 portfolios in Mexico
alone—prompted the firm to choose MarketAxess, the world’s
leading electronic credit trading platform, to obtain unparalleled
liquidity, efficiency and support. With the partnership in place, SURA
Investments is streamlining its operations and enhancing its execution
and communications capabilities, helping it offer a standout
client experience.
By leveraging MarketAxess’ electronic trading protocols, SURA
Investments offers its clients smarter, more efficient processes
through the trade lifecycle. The firm’s adoption of sophisticated
trading technologies has enabled a tighter grip on risk and improved
agility in responding to shifting market dynamics. Moreover,
SURA Investments has positioned itself to capitalize on wider
market opportunities and deepen Latin America’s role as an
economic powerhouse.
Joaquín Barrera, Director of Fixed Income and Investments, identifies
three key advantages offered by the platform:
• Superior pricing through simultaneous engagement with increased
numbers of dealers.
• Higher levels of efficiency through faster processing and lower
operational risk through the trade lifecycle.
• Improved transparency, enabling a clearer demonstration of
fiduciary activities and stronger strategic performance.
Insights from leadership:
