Artículo


Por Lic. Alicia Maurice - Contáctese con Nosotros                 
                                                

¿Que sabe su asesor financiero?

La información es clave para que asesores e inversionistas puedan acercarse y compartirla favorablemente. La responsabilidad de conocer los factores que determinan el porqué de una u otra inversión es prioritariamente de los administradores de portafolios. La razón es simple. Los indicadores sobre los que se toman las decisiones de inversión, como devaluación, inflación, tendencia de las tasas de interés, deuda del gobierno, incidencia del comportamiento de otros mercados en los precios de los activos financieros, etc.,necesariamente tienen que conocerse por parte de los administradores de portafolios, porque de ellos derivan, en última instancia, las condiciones para realizar ciertas inversiones. es por esto por lo que el asesor debe conocer el perfil del cliente y éste, a su vez debe conocer al asesor. Solo, así se pueden tomar decisiones acertadas al momento de invertir.

 

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