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Mexico mandates 80% ESG allocation for investment funds
The Mexican federal government issued a resolution, published in the Diario Oficial de la Federación, that amends the rules governing investment funds. The new regulation requires any equity or debt fund that uses ESG‑related terminology to allocate at least 80 % of its portfolio to assets meeting Environmental, Social and Governance criteria. The Secretaría de Hacienda y Crédito Público (SHCP) and the Comisión Nacional Bancaria y de Valores (CNBV) also require these funds to disclose how their objectives, policies and investment regime align with ESG factors and to identify related risks. The measure aims to harmonize the regulatory framework, improve transparency for investors, reduce conflicts of interest and channel capital toward projects that support Mexico’s economic, social and environmental development.
Entities
Comisión Nacional Bancaria y de Valores · Mexico · Secretaría de Hacienda y Crédito Público