Examinando por Materia "Inversionistas"
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Ítem Determinantes del precio de las acciones en Colombia Un análisis Econométrico.(Universidad EAFIT, 15/12/1996) Arroyave Agudelo, Ivan Dario; Universidad EAFITÍtem Escala de los principales fondos de inversión en Colombia basada en la medición Morning Star(Universidad EAFIT, 2014) Bolívar Castro, Olga Lucía; Jaramillo Zuleta, Andrea MarcelaLa propuesta tuvo como objeto analizar y validar 2 años de historia del comportamiento de los fondos que operan en Colombia y como sus portafolios de inversión se comportan teniendo como punto de referencia el Índice general de la Bolsa de Colombia -- A través del ejemplo de medición MorningStar se modelará qué fondos estarían mejor calificados por una metodología de acuerdo a sus categorías y si esta, podrían aplicarse en Colombia -- Partiremos del concepto que Morning Star plasma en su www.bmorningstar.com/ así: la rentabilidad obtenida por un fondo de inversión en un determinado periodo de tiempo es simplemente la variación porcentual del valor liquidativo medido en ese periodo de tiempo -- Esa rentabilidad dependerá evidentemente del comportamiento (es decir de las subidas o bajadas de precio), de los títulos que el fondo tenga en cartera durante ese mismo periodo de tiempo -- La metodología Morningstar nace en 1992 como una ayuda para que los inversores puedan tomar decisiones sobre sus inversiones de renta variable o renta fija para diversificar sus riesgos de acuerdo al portafolio -- La metodología morningstar agrupará categorías de políticas de inversión con características similares teniendo en cuenta costos de comisiones de gestión, suscripción al fondo, reembolso al fondo, etc. -- Se aplicará la metodología de valoración de carteras colectivas Ratio Sortino para evaluar los fondos porque no exige simetría en los datos y la media varianza de su fórmula hace que los datos sean más eficaces; el ratio Sortino es una modificación del ratio Sharpe y no toma en cuenta rendimientos positivos o por encima de una tasa esperada; es el ratio más usado para esta labor, es antiguo pero todavía se usa porque su ventaja radica en que es acertado a la hora de valorar un portafolio -- Los especialistas como David Moreno lo recomiendan ya que las metodologías tradicionales se enfocan en la medición del riesgo que debe asumir el inversor, este ratio se enfoca en el retorno esperado del inversionista y es llamado también reward to semi variabilityÍtem Estrategia para interesar posibles inversionistas en un negocio de tecnología financiera (Fintech) para MiPymes no bancarizadas, en la ciudad de Bogotá(Universidad EAFIT, 2023) López Ochoa, Álvaro Andrés; Uribe de Correa, Beatriz AmparoThe main purpose of the study was to design a strategy aimed at attracting potential national and international investors to carry out a financial technology (FinTech) business for unbanked MSMEs in the city of Bogotá. For this, the background of financial technology (FinTech) and the description of the Todosistemas STI company were carried out, the financial technology business (FinTech) for unbanked MSMEs in the city of Bogotá was characterized, search strategies were explored and achievement of national and international investors, under the application of FinTech technological innovation in Colombia, the main aspects of interest of national and international investors were determined, along with a risk matrix, to finance working capital for Mipymes, using financial technology (FinTech) in Colombia, and a proposal was prepared to present strategies for national and international investors, with their main aspects of interest, for making working capital loans through financial technology (FinTech). Based on the above, a documentary review process and semistructured interviews were carried out that led to the approach of the indicated proposal, based on the main elements that investors take into account to evaluate investment proposals in such a way that they can be acquired. investors and capital to get FinTech Tyque up and running.Ítem Mecanismos de inversión en el mercado de valores de Colombia : un análisis a la normatividad financiera colombiana que rige a los fondos de inversión colectiva, a las sociedades comisionistas de bolsa, a las acciones y a los principales derivados financieros que permiten la inversión en el mercado de valores de Colombia(Universidad EAFIT, 2022) Cortés Hoyos, Laura; Escudero Díez, David; Vélez Villegas, Juan EstebanThe present monograph presents the financial instruments that allow investment in the Colombian stock market, analyzing the local regulations governing mutual funds, broker-dealer company, shares, and the main derivatives and financial instruments. The purpose is to establish whether such regulation can be considered adequate to promote the development of the Colombian financial market, determining which are the existing investment alternatives, and analyzing how investments could be made through these instruments.Ítem Metodologías de estimación del costo de capital : una aproximación al caso colombiano(Universidad EAFIT, 2010) Valderrama Alvarado, María Cristina; Toro Jaramillo, Iván Darío; Díez Benjumea, John Miguel; Gaitán Riaño, Sandra Constanza41 p.Ítem Modelo de Black-Litterman para la optimización de portafolios con views obtenidos por modelación de volatilidad(Universidad EAFIT, 2018) Valencia García, Jorge Andrei; Trespalacios Carrasquilla, AlfredoThe Black-Litterman model incorporates the market equilibrium returns and investors views to generate a new prediction of the return of the portfolio -- This model is applied for the optimization of stock portfolios in Colombia -- The main difference compared to the existing literature in Colombia is the use of GARCH processes for forecasting the returns that are used as views in the optimizer -- Portfolios are modeled weekly with a horizon of 20 trading days for the second semester of 2017 and the real returns of those portfolios adjusted by Black-Litterman versus the reference portfolios are compared -- It is found that 58.82% of portfolios outperform COLCAP with the suggested methodology. In addition, comparisons are made with respect to the measure of value aggregation (α), with Black-Litterman presenting a better performanceÍtem Plan de marketing territorial para atracción de inversión extranjera en el oriente antioqueño(Universidad EAFIT, 2023) Caballero Rosas, Paola Andrea; Ruiz Velásquez, María AndreaCountries, cities and regions have seen the opportunity to work on exogenous and endogenous marketing to promote their opportunities and advantages to attract companies, tourists and visitors that impact the territorial development of a certain destination. Global dynamics have set eyes on cities, countries and regions so that they offer benefits and incentives that are appealing to foreign companies to settle their operations and generate quality employment. In the same way, the places are currently working to exalt their benefits and thereby develop a region that facilitates the promotion of their cultural, economic, geographical, and technological identity. Eastern Antioquia seeks to be identified as a competitive and productive region that is apt to promote mechanisms for the entry of tourists and potential investors to stimulate local development, regional integrity, and economic reactivation. Regional investment promotion agencies have been created in Colombia and today have been considered a good global positioning tool that catapults the positive aspects of the country and its region. All of the above will be framed in a marketing plan that allows diagnosing, analyzing, formulating strategies and verifying if what is envisioned for Eastern Antioquia is successful and, in this way, connect it with the world.Ítem Plan de negocio para la creación de una compañía prestadora de servicios financieros del tipo Crowdfunding inmobiliario(Universidad EAFIT, 2023) Capacho Vera, John; Ruiz Alzate, Claudia Marcela; Uribe de Correa, Beatriz Amparo; Salazar Gómez, Francisco JavierÍtem Relación entre gobierno corporativo y generación de valor en las empresas con Reconocimiento IR(2018) Castaño Marín, Jennyfer Carolina; Castro Duque, Yuliana; Gaitán Riaño, Sandra ConstanzaWith this study, we can identify the relationship between corporate governance and the value creation -- The result obtained provides the latest measures related to the adoption of the practices of the country code and its implementation -- For the development of the research, to 2017 was chosen a sample of 25 companies that counted with IR recognition, which is granted by the Colombian stock exchange -- This information was collected from the surveys of the year in 2013 to 2016 period, this corresponds to reports from each of the companies to Colombian Financial Superintendence and which are also published on their web pages; they were tabulated manually to find an index of compliance of corporate governance, which created an economic model of linear regression that also includes financial variables -- Finally, the results of the study conclude that there is a positive relationship between corporate governance and the value creation for the study period, which indicates that Colombian companies remain in the position of adopted best practices that generate value for organizations and that lead to contribute to a stable and attractive financial market for investorsÍtem Reporte Burkenroad: Coltejer S. A.(Universidad EAFIT, 2018) Montoya Gómez, Marisol; Guevara Arcila, Luis Felipe; Pareja Vasseur, Julián