Own and Client Portfolios of Brokerage Agencies

Monitors the monthly behavior of investments managed by the country's leading brokerage agencies

This database, published by the Financial System Supervisory Authority - Securities (FSSA-Securities), presents monthly information from July 2009 to August 2024 on the composition of own and client portfolios managed by brokerage agencies in Bolivia. The data includes key institutions such as BNB Valores, BISA, CAISA, Santa Cruz Securities, among others, segmenting between proprietary positions and third-party investments.

• Detailed analysis of investments managed by Bolivian brokerage agencies.
• Segmentation by portfolio type: proprietary position and client portfolio.
• Includes more than 15 years of monthly financial data for trend analysis.
• Available in CSV, Excel, and Power BI formats to facilitate financial analysis and visualization.

Download this essential database for financial studies, securities market analysis, or research on investment behavior in Bolivia.