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Evaluación de la Eficiencia de Gestión de las Sociedades de Inversión Básicas Especializadas en Fondos para el Retiro

Author

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  • Atlatenco Ibarra Quetzalli

    (Posgrado. Universidad Virtual del Estado de Guanajuato. México)

Abstract

Financing of contributory pensions paid by social security systems in Mexico, pertains to the defined contribution and individual capitalization model. For this reason, what has special relevance is the efficient investment strategies put into effect by financial institutions which have been purposely created to manage the resources that workers have in their individual account in order to face expenses in their old age. In this research, a management efficiency evaluation of management investment companies specialized in retirement savings is carried out on the basis of their performance and management from December 2012 to November 2019. For that purpose, some indexes corresponding to Henry Markowitz´s modern portfolio theory are calculated. It was proved that the higher the yield, the greater the risk.

Suggested Citation

  • Atlatenco Ibarra Quetzalli, 2022. "Evaluación de la Eficiencia de Gestión de las Sociedades de Inversión Básicas Especializadas en Fondos para el Retiro," Revista Ciencias Administrativas (CADM), IIA, Universidad Nacional de La Plata, Instituto de Investigaciones Administrativas, Facultad de Ciencias Económicas, Universidad Nacional de La Plata, issue 20, pages 1-10, July-Dece.
    • Handle: RePEc:lap:recadm:162
    DOI: 10.24215/23143738e101
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    More about this item

    Keywords

    retirement savings; profitability; risk.;
    All these keywords.

    JEL classification:

    • J26 - Labor and Demographic Economics - - Demand and Supply of Labor - - - Retirement; Retirement Policies
    • E22 - Macroeconomics and Monetary Economics - - Consumption, Saving, Production, Employment, and Investment - - - Investment; Capital; Intangible Capital; Capacity
    • G32 - Financial Economics - - Corporate Finance and Governance - - - Financing Policy; Financial Risk and Risk Management; Capital and Ownership Structure; Value of Firms; Goodwill

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