Template-Type: ReDIF-Article 1.0
Author-Name: Atlatenco Ibarra Quetzalli
Author-Workplace-Name: Posgrado. Universidad Virtual del Estado de Guanajuato. México 
Title: Evaluación de la Eficiencia de Gestión de las Sociedades de Inversión Básicas Especializadas en Fondos para el Retiro 
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. 
Classification-JEL:  J26, E22, G32
Keywords:  retirement savings; profitability; risk.
Journal: Ciencias Administrativas
Pages: 1-10
Issue: 20
Number: 3
Year: 2022
Month: July-December
DOI: 10.24215/23143738e101
File-URL: https://revistas.unlp.edu.ar/CADM/article/view/12255
File-Format: Application/pdf
Handle: RePEc:lap:recadm:162