Castro Ramos, Dina EstherFuentes Santos, Nubia Esther2020-10-142020-10-142020-10-02https://repositorio.unicordoba.edu.co/handle/ucordoba/3437This 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.Resumen. 9Introducción. 13Objetivo General. 15Específicos 151. Asset Allocation: 202. Security Selection 203. Asignación Táctica: 20Estrategia y criterios Para La Selección Del Portafolio De Inversión Activa Y Pasiva. 21Análisis Del Comportamiento De Los Índices De Capitalización Bursátil Y Renta Fija Del Primero De Marzo Al 31 De Octubre De 2019. 22Índices De Capitalización Bursátil. COLCAP. 22Índice De Renta fija COLTES. 25Análisis ECOPETROL. 29Análisis PFBCOLOM. 30Análisis GRUPOSURA. 31Análisis BCOLOMBIA. 33Análisis NUTRESA. 34Portafolios Indexados Al Índice De Capitalización Bursátil COLCAP Y Renta Fija COLTES De Marzo A Agosto De 2019. 35Declaración De Dividendos De Las Empresa Seleccionadas Dentro Del Índice De Capitalización Bursátil Teniendo En Cuenta Si Cumple Con Los Derechos Para Percibir Dicho Pago. 37Conclusiones. 42Recomendaciones. 45Bibliografía 47application/pdfspaCopyright Universidad de Córdoba, 2020Trabajo de grado - Pregradoinfo:eu-repo/semantics/restrictedAccessAtribución-NoComercial 4.0 Internacional (CC BY-NC 4.0)AutorreguladorPortafolioEstrategiasInversiónRentabilidadBursátilAutoregulatorStock exchangePortfolioStrategiesInvestmentProfitability