Overview
- Afores generated 1.1 trillion pesos in gains from January to October 2025, with total assets at about 8.1 trillion pesos, roughly 23% of GDP.
- Regulatory changes raised the cap on structured and infrastructure instruments from 20% to 30%, creating an estimated 600 billion pesos of additional capacity.
- Funds already hold about 979–985 billion pesos in infrastructure, or roughly 12.3–12.6% of assets, across debt, Fibras, Fibra E and structured vehicles.
- Consar projects pension assets could reach 12 trillion pesos by 2030 and surpass 30 trillion by 2050, positioning the system as a dominant domestic financier.
- Amafore leaders say large deployments will follow once bankable, fully prepared projects are available, with a bigger ramp-up expected in 2026 and a new digital investment window under development.