Estrategia de inversión activa y pasiva de un portafolio indexado al índice de capitalización bursátil Colcap y renta fija Coltes comprendido desde marzo a agosto de 2019.
Fuentes Santos, Nubia Esther | 2020-10-02
This research work is aimed at identifying an investment strategy based on the knowledge of the investor's profile to determine the conformation of an investment portfolio that meets their requirements taking into account the risk return ratio.
Likewise, the full knowledge that must be had about the client and the establishment of objectives and policies that are agreed in a document that serves as a route line for the administrator, giving him a degree of freedom to make decisions through the application of technical strategies and tactics.
In addition, by observing the different securities that are traded on the Colombian stock exchange in order to correctly select the assets that will be part of said portfolio as well as select the appropriate indicator or reference portfolio that allows to measure the management of the portfolio manager and the profitability he has obtained according to the established time horizon.
In addition, we want to establish the appropriate method when evaluating in the market the assets that are traded in fixed income, equity and derivative and select the values that will integrate the portfolio in order to make investments reducing risk and increasing profitability.
On the other hand, to analyze the tools of the different theoretical referents in order to establish the best tactical and technical strategy to abandon or remain in a certain market position or instead take advantage of market fluctuations to assume new investments.
Finally, know the strategies recommended by the portfolio managers by applying different theories and deepening the mechanism used in the study guide of portfolio administrators of the stock market autoregulator.