Ranking jerárquico del índice Dow Jones usando el método ELECTRE-III

Autores/as

DOI:

https://doi.org/10.36792/rvu.v93i93.43

Palabras clave:

Proceso jerárquico multicriterio, ELECTRE III, RATIOS FINANCIERAS, DOW JONES

Resumen

El objetivo del artículo es presentar un enfoque de proceso jerárquico multicriterio para la toma de decisiones en la selección de acciones de las principales empresas que cotizan en el índice Dow Jones. Uno de los problemas que suelen enfrentar los inversores es decidir qué acciones deben incluirse en un portafolio de inversión. El artículo permite a los inversores dar respuesta a esa pregunta, mediante un enfoque jerárquico y el método ELECTRE III utilizando diferentes criterios basados en las ratios financieras de rentabilidad, liquidez, mercado y eficiencia. En este proceso el inversor genera un ordenamiento a un nivel global y un ordenamiento en subgrupo de criterios considerando sus preferencias.

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Biografía del autor/a

Eva Luz Miranda Espinoza

Consultora en Negocios,  Maestra en Administración Financiera, Universidad TecMilenio, Contador Público, Universidad de Sonora. Parte del grupo de investigación UADEO.  Sus líneas de investigación son la lógica difusa en el campo de las finanzas y sistemas difusos. https://orcid.org/0000-0002-0992-6956,E-mail:mirandaeeva@hotmail.com, tel: (662) 127 8478

Pavel Anselmo Álvarez Carrillo, Universidad Autónoma de Occidente

Es profesor de Tiempo Completo en la Universidad Autónoma de Occidente. Actualmente es miembro del Sistema Nacional de Investigadores Nivel I. Pavel Anselmo obtuvo su grado de doctor en el Doctorado en Ciencias Administrativas de la Universidad de Occidente inscrito en el Padrón Nacional de Posgrados de Calidad SEP-CONACyT. Sus áreas de interés en la investigación incluyen, recolección de información web, análisis multicriterio y sistema de apoyo para la toma de decisiones. E-mail: pavel.alvarez@uadeo.mx. Blvd. Lola Beltrán, C.P. 80020 Culiacán Rosales, Sinaloa, México, http://orcid.org/0000-0003-4445-076X . Tel: (667) 759 1300

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Publicado

2022-01-05

Cómo citar

Munoz Palma, M., Miranda Espinoza, E. L. ., & Álvarez Carrillo, P. A. . (2022). Ranking jerárquico del índice Dow Jones usando el método ELECTRE-III. Revista Vértice Universitario , 24(93). https://doi.org/10.36792/rvu.v93i93.43

Métrica