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Articles

Vol. 16 No. 54 (2021)

Benefits of socially responsible investment over SIEFORES type four: analysis with Martin's optimization algorithm

DOI:
https://doi.org/10.29201/eseconomia.v16i54.44
Submitted
May 31, 2024
Published
January 12, 2021

Abstract

This article shows the elements of the modern portfolio selection theory developed by Harry Markowitz, the contributions to the theory by Martin's optimization algorithm. Subsequently, the contributions of Tobin with his separation theorem are shown to finally arrive at the asset valuation model proposed by W. Sharpe. Likewise, the application of the optimal selection of portfolios is presented using Martin's algorithm to perform an analysis of the benefits of socially responsible investment in the SIEFORES type 4. For this, the investment policy authorized by the CONSAR was used. the IPCS and the IPC to simulate the behavior of SIEFORE type 4 in a portfolio of minimum variance and another that maximizes the Sharpe index.

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