Vitalis
Vitalis helps employers in Mexico design and manage private pension plans, value employee benefit and labor liabilities under NIF D-3, IFRS and US GAAP, and align long-term assets with long-term obligations. By combining actuarial consulting, independent investment management and pension technology, Vitalis helps organizations build sustainable retirement programs and preserve value over time.
Mexico’s integrated pension, actuarial and investment specialist
With more than 34 years of experience, Vitalis brings together pension consulting, actuarial valuations, investment management and technology to help employers manage long-term financial obligations and improve retirement outcomes. The firm advises more than 1,700 legal entities and supports programs affecting more than 600,000 workers. Together with its Pharus alliance, Vitalis oversees more than €3 billion in regulated assets under management across Mexico and Europe.
Global Reach: The Pharus Alliance
Vitalis' expertise extends well beyond Mexico. Through Vitalis Actuaries Inc. in Quebec, Canada, and through VEP Actuários and Today For Tomorrow – SGOIC, S.A. in Portugal, the firm already operates as a regulated, multi-jurisdictional actuarial and investment platform. In 2026, Vitalis reinforced this international footprint through a strategic partnership with Pharus Asset Management, broadening its independent investment management capabilities in Europe.
- Multi-jurisdictional presence — regulated operations spanning Mexico, Canada and Portugal.
- Strategic alliance with Pharus — broadened access to European institutional investment infrastructure for clients with cross-border obligations.
- One integrated platform — actuarial, investment and technology capabilities aligned across multiple regulated jurisdictions and accounting standards, including NIF D-3, IFRS and US GAAP.
Our Services
Vitalis supports employers across the pension and employee-benefit lifecycle, from designing private pension plans and calculating employee benefit liabilities to administering retirement programs and developing investment strategies aligned with future obligations.
Employee Benefits Solutions
View Details1. Employee Benefits Plan Strategy, Design and Implementation
2. Member Engagement Tools
Pensions Solutions
View Details1. Pension Scheme Design & Funding Strategy
2. Pension Administration
3. Actuarial Valuations & Governance/Compliance Reporting
4. Actuarial & Pension Administration Software
Investment Solutions
View Details1. Investment Strategy, Asset Allocation & ALM
2. Fiduciary / Delegated (OCIO) Management
3. ESG & Responsible Investment Advice
Actuarial insight aligned with every long-term investment decision
Vitalis integrates actuarial consulting and independent investment management so that pension assets are evaluated in the context of the obligations they are intended to support. Rather than beginning with a standard investment product, its team considers each organization’s workforce demographics, expected benefit payments, risk profile and long-term objectives. Clients also benefit from independent advice, personalized strategies, audited processes and continuous portfolio monitoring—all supported by a mission centered on financial discipline, lasting value and more secure retirement outcomes.
Retirement security is built through decisions made long before retirement begins. By bringing actuarial discipline, responsible investment and technology together, we help employers protect long-term value and give more people the opportunity for a dignified retirement.
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