Diversification of the Universal Old-Age Income Fund Portfolio by Issuer

Description

Detailed information on the diversification of the investment portfolio of the Universal Old-Age Income Fund, broken down by issuer.

This database provides a comprehensive analysis of the diversification of the Universal Old-Age Income Fund’s portfolio, showing investments by issuer from 2009 to 2022. With monthly data, the main issuing entities and their participation in the fund’s portfolio can be identified, allowing analysts and investment managers to make informed decisions about the fund’s composition and its impact on returns. These data are essential for those seeking to assess the fund’s stability and diversification over time, and fall within the regulatory framework of the Bolivian Financial System.

Key Benefits:

• Diversification Monitoring: Enables analysis of how investments are distributed among different issuers, helping to evaluate risk and potential profitability.
• Portfolio Optimization: Ideal for strategic decision-making in fund and portfolio management, identifying areas of higher and lower exposure.
• Regulatory Compliance: Facilitates understanding of investment policies under the supervision of the Financial System Supervisory Authority (FSSA), ensuring analysis according to regulations.

Access this essential database now for portfolio optimization and informed decision-making. Download the data and start improving your financial analysis today.