Erick Javier Beltrán Ortega
Portfolio Manager-Fixed Income at Fondo Nacional de Pensiones de los Trabajadores del Estado
Network origin in Erick Javier Beltrán Ortega first degree
Entity | Entity type | Industry | |
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Fondo Nacional de Pensiones de los Trabajadores del Estado
Fondo Nacional de Pensiones de los Trabajadores del Estado Investment ManagersFinance Fondo Nacional de Pensiones de los Trabajadores del Estado, do-business-as PENSIONISSSTE, is a pension fund manager and a Decentralized Public Body of the Institute of Social Security and Services of State Workers (ISSSTE) of the Government of Mexico. Headquartered in Mexico City, the firm was founded in 2007 by mandate of Law (Reform of the Law of ISSSTE), and manages the National Pension Fund for Workers in the Service of the State in order to comply with the Law of the Institute of Security and Social Services of State Workers, the Statute Organic of the Institute and other applicable regulations. PENSIONISSSTE have a joint representation in the Governing Bodies and it has been the only State non-profit AFORE.
15
| Pension Fund | Investment Managers | 15 |
BBVA Bancomer Gestión S.A. de C.V. SOFI
BBVA Bancomer Gestión S.A. de C.V. SOFI Investment ManagersFinance BBVA Asset Management Mexico SA de CV SOFI (BBVA AM Mexico) is a fund management firm headquartered in Mexico City, Mexico. The firm was founded in 2001 and formerly known as BBVA Bancomer Gestión S.A. de C.V. SOFI. They are a subsidiary of Grupo Financiero BBVA México SA de CV, owned by Banco Bilbao Vizcaya Argentaria SA (BME: BBVA) in Spain. BBVA AM Mexico offers investment funds, ETFs or mandate management for individual and institutional clients.
7
| Subsidiary | Investment Managers | 7 |
Monex Casa de Bolsa SA de CV
Monex Casa de Bolsa SA de CV Investment Banks/BrokersFinance Part of Monex SAB de CV, Monex Casa de Bolsa SA de CV provides brokerage services. The company is based in Mexico City, Mexico. The Mexican company was founded in 2001. Tomás Noriega Noriega has been the CEO of the company since 2001.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Casa de Bolsa Banorte SA de CV
Casa de Bolsa Banorte SA de CV Investment Banks/BrokersFinance Part of Grupo Financiero Banorte SAB de CV, Casa de Bolsa Banorte SA de CV provides brokerage services. The company is based in Mexico City, Mexico. The Mexican company was founded in 2012. Jose Marcos Ramírez Miguel has been the CEO of the company since 2012.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Erick Javier Beltrán Ortega via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Casa de Bolsa Santander SA de CV
Casa de Bolsa Santander SA de CV Investment Banks/BrokersFinance Part of Banco Santander Mexico SA Institucion de Banca Multiple, Casa de Bolsa Santander SA de CV is a Mexican company that provides brokerage services. The company is based in Lomas de Santa Fe, Mexico. Rodrigo Velasco has been the CEO of the company since 2020. | Investment Banks/Brokers | Analyst-Equity Trading-Fixed Income | |
Afore SURA SA de CV
Afore SURA SA de CV Investment ManagersFinance Afore SURA SA de CV (Afore SURA) is the Mexico-based pension fund management subsidiary of Sura Asset Management Mexico SA de CV, ultimately held by Grupo de Inversiones Suramericana SA (BVC: GRUPOSURA; OTCMKTS: GIVSY) in Colombia. Formerly known as ING Afore, the firm was founded in 1996 and merged with Afore Santander in 2010. In 2011 they were acquired by Grupo Suramericana and changed their name to Afore SURA in 2012. Headquartered in Mexico City, Afore SURA provides a range of pension fund management and insurance services to employees in Mexico. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Banco Nacional de Comercio Exterior SNC
Banco Nacional de Comercio Exterior SNC Finance/Rental/LeasingFinance Banco Nacional de Comercio Exterior SNC functions as a national development bank. The company was founded in 1937 and is headquartered in Mexico City, Mexico. | Finance/Rental/Leasing | Director/Board Member | |
Instituto Mexicano del Seguro Social | General Government | Corporate Officer/Principal | |
Bank of Mexico | General Government | Corporate Officer/Principal | |
Key Capital Partners Agencia de Valores SA
Key Capital Partners Agencia de Valores SA Investment ManagersFinance Key Capital Partners Agencia de Valores SA provides investment advice. The private company is based in Madrid, Spain. The Spanish company was founded in 2010 by Alex Matitia. Alex Matitia has been the CEO since 2010. | Investment Managers | Trading-Equity | |
Universidad Nacional Autónoma de México | College/University | Undergraduate Degree | |
Profuturo Afore SA de CV
Profuturo Afore SA de CV Investment ManagersFinance Part of Grupo Profuturo SAB de CV, Profuturo Afore SA de CV provides investment advice. The company is based in Mexico City, Mexico. Arturo García Rodríguez has been the CEO of the Mexican company since 2012. | Investment Managers | Corporate Officer/Principal | |
Afore XXI Banorte SA de CV
Afore XXI Banorte SA de CV Investment ManagersFinance Afore XXI Banorte SA de CV (Afore) is a pension fund manager headquartered in Mexico City, Mexico. They are a subsidiary of Banco Mercantil del Norte SA de CV and their ultimate parent is Grupo Financiero Banorte SAB de CV (BMV: GFNORTEO). Afore manages the funds of the workers that are subject to the regulations of the Retirement Savings Systems. They also provide information and advice on retirement. | Investment Managers | Portfolio Manager-Fixed Income | |
Axxiontrade LBS SC
Axxiontrade LBS SC Investment ManagersFinance Axxiontrade LBS SC is a group of independent financial advisors that offer personalized and transparent advisory services without any conflict of interest. The Mexican company has been providing wealth management, family office, and investment services for over 12 years to help each client achieve their financial goals. The private company also offers services in Spanish as "Somos asesores financieros independientes, hace más de 12 años brindamos servicios de manejo de patrimonio, family office, inversiones y más." The company was founded in 2010 by Eduardo Szterensus, Benjamin Turquie, Aslan Leon Harari Mansur, and has been led by Aslan Leon Harari Mansur as the CEO since then. | Investment Managers | Investment Committee Member | |
Mexico Ministry of Finance & Public Credit | General Government | Corporate Officer/Principal | |
Casa de Bolsa BBVA Bancomer SA de CV
Casa de Bolsa BBVA Bancomer SA de CV Investment Banks/BrokersFinance Casa de Bolsa BBVA Bancomer SA de CV (BBVA Mexico) is the Mexican securities brokerage subsidiary of Grupo Financiero BBVA Bancomer SA de CV, which is owned by Banco Bilbao Vizcaya Argentaria SA (BME: BBVA) in Spain. Headquartered in Mexico City, BBVA Mexico is responsible for the design and execution of stock market products for various investors. | Investment Banks/Brokers | Analyst-Fixed Income | |
SURA Investment Management México SA de CV SOFI
SURA Investment Management México SA de CV SOFI Investment ManagersFinance SURA Investment Management México SA de CV SOFI (SURA IM) is the Mexican investment management subsidiary of Sura Asset Management Mexico SA de CV, itself a subsidiary of Grupo De Inversiones Suramericana SA (BVC: GRUPOSUR, OTCMKTS: GIVSY) in Colombia. Founded in 1998, SURA IM is headquartered in Mexico City and provides fund management and advisory services for individual and institutional investors. | Investment Managers | Trading-Equity | |
Comerica Bank Mexico SA | Major Banks | Corporate Officer/Principal | |
Merrill Lynch Mexico SA de CV Casa de Bolsa
Merrill Lynch Mexico SA de CV Casa de Bolsa Investment Banks/BrokersFinance Merrill Lynch Mexico SA de CV Casa de Bolsa is the Mexican brokerage subsidiary of Bank of America Corp. (NYSE: BAC) in the US. Headquartered in Mexico City, the firm offers securities brokering services to clients in Latin America. | Investment Banks/Brokers | Trading-Fixed Income | |
Instituto de Seguridad y Servicios Sociales de los Trabajador | Corporate Officer/Principal | ||
Comisión Federal de Electricidad SA de CV
Comisión Federal de Electricidad SA de CV Electric UtilitiesUtilities Comisión Federal de Electricidad SA de CV engages in the generation, transmission, and distribution of electricity. Its activities include planning, installing an electrical system works. The firm generates power through hydro, thermal, coal-fired, geothermal, nuclear, and wind-driven power plants. The company was founded on August 14, 1937 and is headquartered in Mexico City, Mexico. | Electric Utilities | Corporate Officer/Principal | |
Principal Fondos de Inversión SA de CV
Principal Fondos de Inversión SA de CV Investment ManagersFinance Principal Fondos de Inversión SA de CV (Principal Fondos) is the Mexican fund management subsidiary of Principal International LLC, ultimately held by The Principal Financial Group, Inc. (NYSE: PFG) in the US. Founded in 1993, Principal Fondos is headquartered in Monterrey and manages the Principal fund range for individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Santander Corredores de Bolsa Ltda.
Santander Corredores de Bolsa Ltda. Investment Banks/BrokersFinance Santander Corredores de Bolsa Ltda. is a securities brokerage firm headquartered in Santiago, Chile. The firm was founded in 1993 and is a subsidiary of Banco Santander Chile SA, which is owned by Banco Santander SA (BME: SAN) in Spain. Santander Corredores de Bolsa offers brokerage services for retail clients. | Investment Banks/Brokers | Director of Research - Equity | |
Citibanamex Afore SA de CV
Citibanamex Afore SA de CV Investment ManagersFinance Citibanamex Afore SA de CV is the Mexico-based pension fund management subsidiary of Grupo Financiero Citibanamex SA de CV, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Headquartered in Mexico City, the firm was founded in 1884 and they offer retirement and pension management services for Mexican public and private employees and employers. | Investment Managers | Analyst-Fixed Income | |
Santander Asset Management SA AGF
Santander Asset Management SA AGF Investment ManagersFinance Santander Asset Management SA AGF (SAM-AGF) is the Chile-based asset management subsidiary of Santander Asset Management Investment Holdings Ltd., which is owned by Banco Santander SA (BME: SAN) in Spain. The firm was founded in 1993 as Santiago SA Administradora de Fondos Mutuos. They merged with O'Higgins Administradora de Fondos Mutuos SA in 1997 and was renamed Santander S.A. Administradora General de Fondos in 2003. In 2007, the firm became Santander Asset Management SA Administradora General De Fondos. Headquartered in Santiago, SAM-AGF manages the Santander fund range for individual and institutional investors. | Investment Managers | Portfolio Manager-Fixed Income | |
Zurich Chile Asset Management AGF SA
Zurich Chile Asset Management AGF SA Investment ManagersFinance EuroAmerica Administradora General de Fondos SA (EuroAmerica AGF) is the fund management subsidiary of EuroAmerica SA in Chile, which was created in 1900 as a pioneer life insurance firm, originally called Compañía de Seguros sobre la Vida La Sudamérica. The firm was created in 2002 by EuroAmerica SA and is based in Santiago, where they manage mutual funds primarily for individual investors. | Investment Managers | Portfolio Manager-Fixed Income | |
R2 Responsible Research SC | Corporate Officer/Principal | ||
Banchile Corredores de Bolsa SA
Banchile Corredores de Bolsa SA Investment Banks/BrokersFinance Part of LQ Inversiones Financieras SA, Banchile Corredores de Bolsa SA is a company that provides brokerage services. The company is based in Santiago, Chile. The Chilean company was founded in 1990. Hernán Arellano Salas has been the CEO of the company since 2016. | Investment Banks/Brokers | Analyst-Equity | |
Ignia Shared Services SAPI de CV
Ignia Shared Services SAPI de CV Miscellaneous Commercial ServicesCommercial Services Ignia Shared Services SAPI de CV provides accounting, book-keeping, general and administrative, and other transactional processing services. The company is based in San Pedro Garza García, Mexico. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Inter-American Development Bank
Inter-American Development Bank SupranationalGovernment Inter-American Development Bank engages in the provision of development financing to the Latin American and the Caribbean region. Its activities include provision of loans, grants, and technical assistance; and conducts extensive research. It provides services to the central governments, provinces, municipalities, private firms, and non-governmental organizations. The company was founded in 1959 and is headquartered in Washington, DC. | Supranational | Corporate Officer/Principal | |
Universidad Panamericana | College/University | Corporate Officer/Principal | |
BlackRock México SA de CV Asesor en Inversiones Independiente
BlackRock México SA de CV Asesor en Inversiones Independiente Investment ManagersFinance BlackRock México SA de CV Asesor en Inversiones Independiente (BlackRock México) is the Mexico-based asset management subsidiary of BlackRock, Inc. (NYSE: BLK) in the US. Headquartered in Mexico City, the firm was founded in 2007 by Barclays Global Investors and they were acquired by BlackRock in 2009. Formerly known as Impulsora y Promotora Blackrock México SA de CV, BlackRock México offers various solutions for institutions, financial professionals and individuals in Mexico. The firm manages iShares Mexico Exchange Traded Funds, primarily for pension plans and mutual funds in Latin America. | Investment Managers | Head of Private Banking | |
Scotia Inverlat Casa de Bolsa SA de CV (Investment Management)
Scotia Inverlat Casa de Bolsa SA de CV (Investment Management) Investment ManagersFinance Scotia Inverlat Casa de Bolsa SA de CV (Investment Management) (SICB-IM) is the investment management division of Scotia Inverlat Casa de Bolsa SA de CV. The firm is headquartered in Mexico City. Scotiabank provides their financial products and services to individuals, small and medium enterprises, and corporations around the world. | Investment Managers | Portfolio Manager-Equities | |
Auditoria Superior de la Federacion | Corporate Officer/Principal | ||
Afore Bancomer SA de CV
Afore Bancomer SA de CV Investment ManagersFinance Part of Grupo Financiero Banorte SAB de CV, Afore Bancomer SA de CV provides pension management services. The company is based in Mexico City, Mexico. Afore Bancomer SA de was acquired by Grupo Financiero Banorte SAB de CV from Banco Bilbao Vizcaya Argentaria SA. | Investment Managers | Corporate Officer/Principal |
Statistics
International
Mexico | 32 |
Chile | 7 |
Spain | 2 |
United States | 2 |
Colombia | 2 |
Sectoral
Finance | 29 |
Government | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Utilities | 2 |
Operational
Corporate Officer/Principal | 18 |
Analyst-Fixed Income | 10 |
Portfolio Manager-Equities | 9 |
Analyst-Equity | 9 |
Market Strategist | 5 |
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