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

 

সংরক্ষণ করুন:
গ্রন্থ-পঞ্জীর বিবরন
লেখক: Zheng-Guo, Maiko, Hernández-Ramírez, Manrique, Solís, Martín
বিন্যাস: artículo original
বর্তমান অবস্থা:Versión publicada
প্রকাশনার তারিখ:2023
বিবরন: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.
দেশ:Portal de Revistas UCR
প্রতিষ্ঠান:Universidad de Costa Rica
Repositorio:Portal de Revistas UCR
ভাষা:Español
OAI Identifier:oai:archivo.portal.ucr.ac.cr:article/49426
অনলাইন ব্যবহার করুন:https://archivo.revistas.ucr.ac.cr/index.php/economicas/article/view/49426
মুখ্য শব্দ:MUTUAL FUNDS
CLUSTER ANALYSIS
INVESTORS
PARTITION AROUND MEDOIDS (PAM)
COSTA RICA
FONDOS DE INVERSIÓN
INVERSIONISTAS
ANÁLISIS DE CONGLOMERADO
PARTICIÓN ALREDEDOR DE MEDOIDS (PAM)