Examinando por Materia "PORTAFOLIO DE INVERSIONES - COLOMBIA"

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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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    Evaluación del impacto normativo en la gestión de liquidez en empresas de economía mixta
    (Universidad EAFIT, 2025) Ortiz Morales, Alejandro; Alzate Arias, Hernán Alonso
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    Medición del riesgo de crédito para un fondo de deuda privada en Colombia
    (Universidad EAFIT, 2025) Correa Carmona, Sara; Jaramillo Holguín, Paola Andrea; Cadavid Gil, Alejandro
    Currently, there are few investment options in non-traditional assets in Colombia. However, alternatives have emerged, such as private debt investments via funds, which invest in credit assets such as credit agreements, promissory notes, and payroll deeds, among others. Proper identification and management of the credit risk inherent in this type of asset allows for the minimization of losses and generates investor confidence. Therefore, this study proposes the Camel methodology to identify and assess credit risk for private debt assets, segmented within the construction sector, specifically small and medium-sized enterprises (SMEs). The indicators applied for credit risk analysis were based on the companies' financial information over a five-year period, and showed that, although they are highly leveraged and may not have access to traditional credit, they are adequately managed and generate liquidity and attractive returns. Thus, the results demonstrate that private debt assets for the construction sector are an investment target.
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    Optimización de portafolios : un análisis comparativo de estrategias convencionales vs. algoritmos genéticos para los mercados de Estados Unidos y Colombia
    (Universidad EAFIT, 2024) Vélez Bunzl, Juan José; Botero Ramírez, Juan Carlos
    Investment portfolio optimization is an aspect of vital interest for investors; considering there are different methods for achieving this goal, the question arises about which of them allows to obtain the optimal portfolio. The purpose of this thesis is to perform a comparison between different approaches such as Markowitz and inverse variance, among others, with an optimization technique using genetic algorithms. Furthermore, it is intended to analyze the results obtained by these methodologies in a developed market like the United States and in a less developed one like Colombia. To do this, historical data on 10 of the leading stocks from the S&P500 and Colcap indexes were collected, while portfolios were constructed using Matlab and Phyton; with this, it is expected to demonstrate whether the use of artificial intelligence (AI) techniques such as genetic algorithms, can generate portfolios with a better performance than those produced through other methodologies. Also, it is important to assess the influence of the type of market we are dealing with in this outcome.
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    Optimización de portafolios inmobiliarios : una aplicación al mercado colombiano
    (Universidad EAFIT, 2019) Ramírez Arango, Andrés Felipe; Gómez Granados, Pamela Andrea; Yepes Raigosa, David Alejandro