How to choose investments that match your needs? A proposal for the categorization of mutual funds for Latin American emerging markets, case of Costa Rica
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| Autores: | , , |
|---|---|
| Formato: | artículo original |
| Estado: | Versión publicada |
| Fecha de Publicación: | 2023 |
| Descripción: | Mutual funds are frequently classified according to their investment objective; however, this methodology does not guarantee that the products formed in the same group have a similar level of return, risk, and performance. For this reason, this study proposes a classification method using the conglomerate analysis technique for the 92 mutual funds in the Costa Rican market. As a result, it was possible to separate the 92 mutual funds into 8 different groups by the grouping method called partition around medoids (PAM). This proposal can facilitate investors and other actors better strategic planning and decision making from a financial perspective. |
| País: | Portal de Revistas UCR |
| Institución: | Universidad de Costa Rica |
| Repositorio: | Portal de Revistas UCR |
| Lenguaje: | Español |
| OAI Identifier: | oai:portal.revistas.ucr.ac.cr:article/6253 |
| Acceso en línea: | https://revistas.ucr.ac.cr/index.php/reconomicas/article/view/6253 |
| Palabra clave: | Mutual funds Investors Cluster analysis Partition around medoids (PAM) Costa Rica G11 G23 G19 Fondos de inversión Inversionistas Análisis de conglomerado Partición alrededor de medoids (PAM) |