Examinando por Materia "INVERSIONES DE CAPITAL - EVALUACIÓN"

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    Alternativas de inversión disponibles en el mercado colombiano para las medianas empresas del sector textil, a fin de potenciar su gestión financiera y preservar su liquidez
    (Universidad EAFIT, 2025) Castaño Barrera, Stefanny; Hernández Moreno, Bryan; Cadavid Gil, Alejandro
    This research project aims to highlight the investment alternatives available in the Colombian market for medium-sized companies in the textile sector, with the goal of enhancing their financial management and liquidity through the analysis and measurement of key financial indicators that will enable them to make informed and sustainable decisions and access the stock market. To this end, financial information was collected from one hundred and five companies, whose liquidity, profitability, debt, and efficiency indicators were analyzed. This information was then used to analyze a data analytics model with a business intelligence tool. The project aims to advise them on investment alternatives, considering an efficient liquidity structure and adequate financial education for decision-making.
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    ¿Cómo la gestión patrimonial y el entendimiento del impacto fiscal de los diferentes productos de inversión en Colombia afectan la rentabilidad neta de un portafolio en el largo plazo?
    (Universidad EAFIT, 2025) Serna Ramírez, Francisco Antonio; Sierra Blandón, Manuel; Durán Preciado, Andrés
    This study analyzes the fiscal impact on the optimization of equity investment portfolios in Colombia, developing a financial model that projects cash flows and annual returns, considering taxes, commissions, and transaction costs. The mean-variance method was used to recombine portfolios annually and maximize net returns. The results highlight that integrating tax benefits and understanding the fiscal treatment of financial products significantly improves portfolio performance compared to strategies that do not account for tax impact. The analysis emphasizes the importance of considering taxes, commissions, and parafiscal contributions, which significantly affect net returns. It is concluded that explicitly incorporating fiscal variables into wealth management is crucial for optimizing investment decisions in a high-tax environment. Additionally, passive strategies, such as ETFs that automatically reinvest dividends, offer tax advantages and lower commissions, enabling them to compete with more complex active strategies in terms of profitability.
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    Diseñar un modelo de negocio para los inversionistas de Cervecería Primer Piso S.A.S.
    (Universidad EAFIT, 2024) Cardona Echavarría, Andrés Felipe; Pineda Toro, Oscar Mauricio