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RALA
Who we are? We are an AFORE (Administradora de Fondos para el Retiro) We start working since October 2014 Actually we manage 3,000 portafolios What we do? As an AFORE we are in charge of managing the retirement funds of our clients that are affiliated to the IMSS and ISSSTE We have developed certain characteristics that make us specialists in the SIEFORE 4 -
Mision & Vision
Mision To assure our clients a financial stability for their retirement Vision To increase our clients in a 100% for December 2016 -
SIEFORE
What is a SIEFORE? They are investment associations responsible for investing the funds managed by fund managers for retirement within the AFORE. The SIEFORE 4 aims to maximize the expected long-term performance, so its investment regime allows greater investment in shares and structured instruments. -
SIEFORE
Clients Our clientele is any person under 36 years that are looking to invest in retirement funds. Characteristics Your investment regime allows investment in securities with yields focused on the long term, seeking the optimization of the pension resources. -
STOCKS
30% CEMEX (12%) ALSEA (7.5%) FEMSA (6%) DIABLOI10 (4.5%) -
DERIVATIVES
5.5% S&P 500 MINI (4.4%) EURO/DOLLAR (1.1%) -
BONDS
64.5% CETES 91 (45.15%) CETES 182 (19.35%) -
CORRELATION
SYSTEMATIC & UNSYSTEMATIC RISK -
RISK
SECURITY MARKET LINE BETA -
YIELD
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CONCLUSIONS
Current Portfolio We saw that the stock Diablo10 wasn’t a good decision. We want to reach the SML. Future As we have only one year of work we consider our reuslts very positive. For benefit of our clients we need to be in constantly learning. As time passes we will be taking more experience an improving our results. -
PROYECTED YIELD
