The analysis of the effectiveness of the set of investments is important in making effective financial decisions to identify opportunities and risks at the sector level. The research examined the performance of the investment portfolio in the financial context by sectors of Ecuador during the period 2017–2023, with the purpose of specifying its importance in the effective management of financial resources in the country. The methodology applied was a quantitative approach, with a descriptive and explanatory route. Through descriptive statistics and non-parametric tests such as Kruskal and U-Mann-Whitney, the behavior of the portfolio and its significant differences in the performance of fundraising between the different sector groups (provincial and local governments, non-financial public corporations, other non-financial corporations, other resident sectors) were identified. The results obtained indicated that the average fundraising of the other non-financial corporations sector is relatively more volatile. In addition, the fundraising market does not function independently and only depends on internal sector policies. These findings highlight the importance of taking into account the specific individuality of the sector in question when formulating and implementing strategies for financial management in Ecuador.

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Performance of the Investment Portfolio in the Financial Panorama by Sectors in Ecuador

  • Tania Morales-Molina,
  • Ximena Morales-Urrutia,
  • Ana Córdova Pacheco,
  • Verónica Verdesoto Guamán

摘要

The analysis of the effectiveness of the set of investments is important in making effective financial decisions to identify opportunities and risks at the sector level. The research examined the performance of the investment portfolio in the financial context by sectors of Ecuador during the period 2017–2023, with the purpose of specifying its importance in the effective management of financial resources in the country. The methodology applied was a quantitative approach, with a descriptive and explanatory route. Through descriptive statistics and non-parametric tests such as Kruskal and U-Mann-Whitney, the behavior of the portfolio and its significant differences in the performance of fundraising between the different sector groups (provincial and local governments, non-financial public corporations, other non-financial corporations, other resident sectors) were identified. The results obtained indicated that the average fundraising of the other non-financial corporations sector is relatively more volatile. In addition, the fundraising market does not function independently and only depends on internal sector policies. These findings highlight the importance of taking into account the specific individuality of the sector in question when formulating and implementing strategies for financial management in Ecuador.