{"id":5445,"date":"2021-11-10T15:52:43","date_gmt":"2021-11-10T15:52:43","guid":{"rendered":"http:\/\/192.168.1.77\/?page_id=5445"},"modified":"2021-11-10T15:52:43","modified_gmt":"2021-11-10T15:52:43","slug":"administraciondeportafolio","status":"publish","type":"page","link":"https:\/\/www.santafevalores.com\/index.php\/services\/administraciondeportafolio\/","title":{"rendered":"Administraci\u00f3n de Portafolios"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"5445\" class=\"elementor elementor-5445\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d5c3955 elementor-section-full_width elementor-section-stretched elementor-section-height-default elementor-section-height-default\" data-id=\"d5c3955\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a847c73\" data-id=\"a847c73\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-0a07a4e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0a07a4e\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wider\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-2f8d431\" data-id=\"2f8d431\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0d3aea5 elementor-widget elementor-widget-heading\" data-id=\"0d3aea5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Dise\u00f1o de la mejor estrategia de inversi\u00f3n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80ef4f4 elementor-widget elementor-widget-spacer\" data-id=\"80ef4f4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6bb015c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"6bb015c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f57f6c elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"6f57f6c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-sort-numeric-up-alt\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ba88abf elementor-widget elementor-widget-text-editor\" data-id=\"ba88abf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>La idea de administrar sus propias inversiones a veces puede resultar una experiencia abrumadora, pero no importa cu\u00e1nto dinero tenga, existe un nivel de administraci\u00f3n de portafolio adecuado para usted.<\/p><p><strong>\u00bfQu\u00e9 es un portafolio?<\/strong><\/p><p>Es una colecci\u00f3n de activos financieros de una persona o instituci\u00f3n. Esto puede incluir acciones, bonos, papel comercial, obligaciones, titularizaciones u otros t\u00edtulos-valores; es decir, un \u00abportafolio\u00bb se refiere a todas sus inversiones.<\/p><p>La administraci\u00f3n de portafolios utiliza estrategias de inversi\u00f3n coherentes basadas en sus objetivos, cronograma y tolerancia al riesgo; esta gesti\u00f3n implica seleccionar varios t\u00edtulos-valores como inversiones y supervisarlas a lo largo del tiempo<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-43d497a\" data-id=\"43d497a\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5f10c34 elementor-widget elementor-widget-spacer\" data-id=\"5f10c34\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93eb711 elementor-align-center elementor-widget-mobile__width-inherit elementor-mobile-align-justify elementor-invisible elementor-widget elementor-widget-button\" data-id=\"93eb711\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInDown&quot;}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-xs\" href=\"https:\/\/santafevalores.com\/index.php\/services\/contacto\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone-alt\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Cont\u00e1ctanos<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6a690ec elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6a690ec\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-816fbb3\" data-id=\"816fbb3\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ac10875 elementor-widget elementor-widget-text-editor\" data-id=\"ac10875\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: center;\">Realizar una adecuada administraci\u00f3n de portafolios es una manera perfecta de seleccionar la \u00abMejor estrategia de inversi\u00f3n\u00bb en funci\u00f3n de su edad, sus ingresos, su capacidad, tolerancia al riesgo y su presupuesto.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-642ce86 elementor-section-content-middle elementor-section-full_width elementor-section-stretched elementor-section-height-default elementor-section-height-default\" data-id=\"642ce86\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-087e9df\" data-id=\"087e9df\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-10e8f8f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"10e8f8f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wider\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-eb9e97e\" data-id=\"eb9e97e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-edb7622 elementor-widget elementor-widget-heading\" data-id=\"edb7622\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Proceso de administraci\u00f3n de portafolios<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9de2db elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"d9de2db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-c5bc5fe elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"c5bc5fe\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-dab9f18\" data-id=\"dab9f18\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-77c02ed elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"77c02ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">01.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-72def1b\" data-id=\"72def1b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e7268bc elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"e7268bc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Conocimiento del cliente<\/strong><\/p>\n<p>En el primer acercamiento entre el cliente y el administrador se realiza un adecuado entendimiento tanto de las necesidades del cliente como de los servicios que el administrador puede ofrecer, para establecer si estos productos se ajustan a sus necesidades.<\/p>\n<p>Para determinar cu\u00e1l es el producto y el enfoque de portafolio que mejor se adec\u00faa al cliente se deben tener en cuenta sus objetivos, situaci\u00f3n financiera, horizonte de inversi\u00f3n, as\u00ed como el nivel de tolerancia al riesgo y establecer que dichas variables sean concordantes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-96a9e00 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"96a9e00\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-bb01a19\" data-id=\"bb01a19\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ac20db0 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"ac20db0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">02.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-e9811ff\" data-id=\"e9811ff\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7519a26 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"7519a26\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Generaci\u00f3n del perfil del cliente<\/strong><\/p>\n<p>Se busca determinar el nivel de riesgo que el cliente est\u00e1 dispuesto a asumir y se genera un diagn\u00f3stico completo al igual que su objetivo de inversi\u00f3n. Adem\u00e1s del nivel de riesgo, la casa de valores determina factores como expectativas del cliente, objetivos y metas que se espera conseguir y tiempo esperado de duraci\u00f3n del servicio.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-af541e6 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"af541e6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-2cd639e\" data-id=\"2cd639e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8e2b741 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"8e2b741\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">03.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-845be24\" data-id=\"845be24\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3fffd06 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"3fffd06\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Creaci\u00f3n y ejecuci\u00f3n de la estrategia de inversi\u00f3n<\/strong><\/p><p>La casa de valores selecciona los instrumentos financieros que correspondan. Inicia el proceso de <em>security selection<\/em> para construir la cartera con los objetivos dados por la estrategia de inversi\u00f3n que se desee utilizar ya sea pasiva o activa.<\/p><p>Una vez planteados los lineamientos fundamentales de la inversi\u00f3n (<em>asset allocation estrat\u00e9gico<\/em>), se determina los grados de libertad (<em>security selection y asset allocation t\u00e1ctico<\/em>) con los que cuenta la casa de valores para gestionar el portafolio, espec\u00edficamente, sobre decisiones como cu\u00e1ndo comprar o vender un activo individual o cu\u00e1ndo sobreponderar una clase de activos (por ejemplo bonos vs. acciones).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-d28f16d elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"d28f16d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-2a30a58\" data-id=\"2a30a58\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5a58f54 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"5a58f54\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">04.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-96e023c\" data-id=\"96e023c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1b6379a elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"1b6379a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Seguimiento<\/strong><\/p>\n<p>A lo largo del tiempo se establece el desempe\u00f1o del portafolio para evaluar si se han cumplido las metas que permiten lograr el objetivo de inversi\u00f3n. La casa de valores realiza un monitoreo constante de las principales medidas de desempe\u00f1o, que se soporta en presentaciones de resultados, elaboraci\u00f3n de informes y comit\u00e9s de retroalimentaci\u00f3n.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Dise\u00f1o de la mejor estrategia de inversi\u00f3n La idea de administrar sus propias inversiones a veces puede resultar una experiencia abrumadora, pero no importa cu\u00e1nto dinero tenga, existe un nivel de administraci\u00f3n de portafolio adecuado para usted. \u00bfQu\u00e9 es un portafolio? Es una colecci\u00f3n de activos financieros de una persona o instituci\u00f3n. Esto puede incluir&hellip;<\/p>\n","protected":false},"author":1,"featured_media":2156,"parent":993,"menu_order":50,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"content-type":"","_joinchat":[],"footnotes":""},"class_list":["post-5445","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Administraci\u00f3n de Portafolios - Santa Fe Casa de Valores S.A.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.santafevalores.com\/index.php\/services\/administraciondeportafolio\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Administraci\u00f3n de Portafolios - Santa Fe Casa de Valores S.A.\" \/>\n<meta property=\"og:description\" content=\"Dise\u00f1o de la mejor estrategia de inversi\u00f3n La idea de administrar sus propias inversiones a veces puede resultar una experiencia abrumadora, pero no importa cu\u00e1nto dinero tenga, existe un nivel de administraci\u00f3n de portafolio adecuado para usted. \u00bfQu\u00e9 es un portafolio? 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