Portfolio, Quota, Participants, and Yield Rate of Investment Funds

Evaluate the performance and evolution of Bolivian investment funds with reliable data.

This monthly database from the Financial System Supervision Authority - Securities (FSSA-Securities) offers a comprehensive overview of the behavior of investment funds in Bolivia since 2009. It gathers key information on managed portfolios, issued quotas, number of participants, and yield rates of open and closed funds, managed by the country's main SAFIs. Ideal for financial institutions, consultants, academics, and portfolio managers seeking to understand market fund dynamics and their economic impact.

Key Benefits:

• Detailed data on over 30 funds managed by 14 Bolivian SAFIs.
• Includes historical evolution of quotas, participation, and profitability indicators.
• Allows comparison of strategies among funds and assessment of their behavior against macroeconomic indicators.
• Key tool for market analysis, benchmarking, and financial planning.
• Accessible and adaptable formats (CSV, Excel, Power BI) for immediate integration into dashboards or analytical models.

Gain a strategic view of the funds market in Bolivia. Download this database and start making decisions based on solid data.