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About
The Investment Portfolio for Shared Prosperity (the Portfolio) is a mechanism established by the Ministry of Economy to organize information on investment projects in Mexico, regardless of the amount of investment involved, and to monitor the challenges these projects face during their implementation.
The purpose of the Portfolio is to provide a comprehensive overview of private investments in Mexico and to facilitate their institutional monitoring.
Formalities
Information required
projects
To register a project in the Portfolio, you must complete the application form with basic information about the company and the investment project.
- Company name
- Name of the investment project
- Investment amount
- Purpose of the investment
- Project status
- Project start year
- Project end year
- Contact person
challenges
A “challenge” refers to a procedure or administrative action submitted to an authority that has exceeded its legal deadline for resolution and is causing disruptions or uncertainty for the progress of an investment project.
If any related issues are logged, the following information must be included:
- Institution
- Level of government
- Procedure
- Case number or identifier
- Submission date
- Expiration date of the legal deadline
- Description of the negative effect
Eligibility criteria
The following may be included in the Portfolio:
- Investment projects at any stage (feasibility study, planning, implementation, or operation).
- Challenges related to administrative procedures or processes that affect the development, implementation, operation, or expansion of a project.
- Challenges that impact the operation of completed projects, when they may hinder decisions regarding reinvestment or expansion.
The following will not be included in the Portfolio:
- General inquiries
- Matters between private individuals
- Submissions that do not include a case number, log number, file number, or similar identifier that allows the authority to identify and track the process
- Anonymous submissions (without information regarding the business name)
- Government projects
- Submissions related to matters currently in litigation
How the portfolio works
1. Filling out the form
Those interested can download the application form, fill in the required information, and email it to portafolio.inversion@economia.gob.mx
2. Review and assistance
Once the information is received, the case is reviewed in accordance with the Portfolio’s inclusion guidelines. If it meets these criteria, it is added to the corresponding registry, and institutional monitoring of the project or identified challenge begins.
Registration is formalized by emailing the promoter to confirm the inclusion of the registered projects or challenges and assign a unique identifier (ID) that will allow the company to track the information within the Portfolio.
3. Project monitoring
The Portfolio allows for tracking the progress of registered investment projects and updating the information on a regular basis in coordination with the project promoters as their development progresses. For this purpose, companies are asked to submit updates whenever there are substantial changes in areas such as the investment amount, job creation, investment objective, or project status.
4. Streamlining procedures or overcoming obstacles
The issues reported are forwarded to an interagency task force, where the respective agencies periodically review the information and provide updates on their status, in order to foster institutional coordination and assist with administrative procedures that affect investment projects.
5. Company monitoring
For follow-up purposes, when updates are available or additional information is required regarding registered projects or challenges, the respective agency may contact the company directly using the contact information provided in the form.
If the agency submits a comment or request for additional information directly to the Ministry of Economy, this will be forwarded to the company via email.
Similarly, when a challenge is deemed resolved by the inter-agency task force, the company will be notified of this update via email.