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Evolution of the Investment Funds Portfolio
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Analyzes the evolution of assets in open and closed funds
This database presents monthly, since January 2005, the evolution of the portfolio managed by the SAFIs authorized in Bolivia (Bisa, Credifondo, Fortaleza, Mercantil, Nacional, Santa Cruz Investment, and Unión), disaggregated by type of fund (open or closed) and by specific fund (Capital, Premier, Ultra, A Medida, etc.).
Key benefits
- Tracking by fund type: Differentiates between immediately liquid funds and long-term closed funds.
- Comprehensive sector overview: Covers all main SAFIs.
- Monthly database in bolivianos and dollars: Comparability in local and foreign currency.
Explore this database to study the dynamism and consolidation of investment funds in Bolivia.
Details:
Source: Autoridad de Supervisión del Sistema Financiero - Valores
Date of update: 08-31-2026
Main Topic: State
Language: Spanish
Update frequency: Monthly
Thematic:
Finance, Stock Market
Status: Active
You can interact with the Power BI of this product
| Options | Free download | Updated |
|---|---|---|
CSV
|
$75,75
Data cut-off date:
08-31-2026 |
|
XLS - Flat table
|
$75,75
Data cut-off date:
08-31-2026 |
|
XLS - Pivot table
|
$75,75
Data cut-off date:
08-31-2026 |
|
XLS - Report
|
$87,90
Data cut-off date:
08-31-2026 |
|
PBIX - Dashboard
|
$87,90
Data cut-off date:
08-31-2026 |
Add to cart
Options
CSV
Free download
Updated
Options
XLS - Flat table
Free download
Updated
Options
XLS - Pivot table
Free download
Updated
Options
XLS - Report
Free download
Updated
Options
PBIX - Dashboard
Free download
Updated
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