Company name
Fideicomiso emisor SOFOMCB 26X
Project number
15873-01
FI-2 operations are those where the risk potential is considered medium: the FI’s current or future portfolio consists of or is expected to consist of, business activities that have potential limited adverse environmental or social risks or impacts that are few in number, generally site-specific, largely reversible, and readily addressed through mitigation measures; or includes a very limited number of business activities with potential adverse environmental or social risks or impacts that are diverse, irreversible, or unprecedented.
E&S category
FI-2
Country
Mexico
Sector
Financial Institutions
Status
Proposed
Disclosed date
03/11/2026
Projected date at which a project will be put forward for the Board of Executive Directors’ approval.
Projected board date
04/21/2026
Approval date
N/A
Signed date
N/A
Sponsoring entity
N/A
Investment Operations Department Contact
Financial Institutions Division
Investment type
Syndicated amount
N/A
Financing amount
USD $ 110,342,000
Currency
MXN
Project scope and objective
The transaction consists of a joint securitization through the issuance of Fiduciary Securities Certificates (senior debt) for up to $1,000 million Mexican pesos, within a program of up to $2,000 million Mexican pesos, structured through an issuer trust with Banco Multiva as trustee, and backed by productive credit portfolios originated by Multiple Purpose Financial Companies (“SOFOMs”), AFIX, ATREVUS, COFINE, FTV and Grupo KELQ. The issuance will have a term of up to 6 years, with 18 months of revolving period, subsequent full-turbo amortization. The structure incorporates multi-originator diversification, interest rate hedging and a partial financial guarantee from FIRA and NAFIN for up to 18% each, which allows achieving a AAA local target rating. The resources will be allocated to finance and refinance productive credits to MSMEs, under a social label issuance, with the objective of improving access to long-term funding for SOFOMs in the productive sector, reducing financial costs and strengthening financial inclusion and economic development.
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Contact information
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Client Contact
PHONE NUMBER
+52 55 2855 9875
POST OFFICE ADDRESS
Montes Urales 424 / Lomas de Chapultepec V Secc - Miguel Hidalgo, Ciudad de México, 11000
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Request informationLearn more about how we provide private-sector solutions in the region .
Environmental and social review
IDB Invest conducts an environmental and social due diligence (ESDD) commensurate with the nature, scale, and stage of the project, and with its level of environmental and social risks and impacts. The ESDD will confirm the project E&S categorization and assess the project with respect to the client requirements in IDB Invest Environmental and Social Sustainability Policy. The results of the ESDD, including any identified gaps are described in the Environmental and Social Review Summary (ESRS) provided below. For projects approved as of 2016, any gaps with respect to IDB Invest's Environmental and Social Sustainability Policy at the time of the ESDD are addressed in the Environmental and Social Action Plan (ESAP) presented below, to comply with the date mentioned above.
MEXICAN NBFI REGULATORY ENHANCEMENT TRANSITION BOND - 15873-01-ME - ENVIRONMENTAL AND SOCIAL REVIEW ESRS
143.4 Kb