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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| Autoři: | , , |
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| Médium: | artículo original |
| Stav: | Versión publicada |
| Datum vydání: | 2023 |
| Popis: | 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. |
| Země: | Portal de Revistas UCR |
| Instituce: | Universidad de Costa Rica |
| Repositorio: | Portal de Revistas UCR |
| Jazyk: | Español |
| OAI Identifier: | oai:archivo.portal.ucr.ac.cr:article/49426 |
| On-line přístup: | https://archivo.revistas.ucr.ac.cr/index.php/economicas/article/view/49426 |
| Klíčové slovo: | MUTUAL FUNDS CLUSTER ANALYSIS INVESTORS PARTITION AROUND MEDOIDS (PAM) COSTA RICA FONDOS DE INVERSIÓN INVERSIONISTAS ANÁLISIS DE CONGLOMERADO PARTICIÓN ALREDEDOR DE MEDOIDS (PAM) |