Modeling the Monthly Average of the Quota Values per AFP and Type 2 Fund with the Box and Jenkins or ARIMA Methodology

The economic and financial crises in the world are recurrent due to the presentation of different patterns. These crises have affected the returns of the private pension system in Peru and there were no effective responses from the Pension Fund Administrators (AFPs). By using the Box and Jenkins or...

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Detalles Bibliográficos
Autor: Bazán Ramírez, Wilfredo
Tipo de recurso: artículo
Estado:Versión publicada
Fecha de publicación:2021
País:Perú
Institución:Universidad Nacional Mayor de San Marcos
Repositorio:Revistas - Universidad Nacional Mayor de San Marcos
Idioma:español
inglés
OAI Identifier:oai:revistasinvestigacion.unmsm.edu.pe:article/18930
Acceso en línea:https://revistasinvestigacion.unmsm.edu.pe/index.php/idata/article/view/18930
Access Level:acceso abierto
Palabra clave:series de tiempo
rentabilidad
estacionariedad en sentido débil
raíz unitaria
ruido blanco
time series
profitability
weak stationarity
unit root
white noise
Descripción
Sumario:The economic and financial crises in the world are recurrent due to the presentation of different patterns. These crises have affected the returns of the private pension system in Peru and there were no effective responses from the Pension Fund Administrators (AFPs). By using the Box and Jenkins or Autoregressive Integrated Moving Average (ARIMA) methodology, the behavior of the monthly average returns of the daily quota values of the type 2 fund—which began in December 2005—of each AFP can be described and forecast. Type 2 funds are distributed 55% in fixed income and 45% in equities, with a balanced profile destined for workers between 45 and 60 years old. The data type of the monthly average returns of the type 2 fund corresponds to the weak stationary time series, since the first moments such as the mean and the variance and autocovariance are time‑invariant.