Determinación de la escala de las firmas de gestión de activos más prominentes mediante el análisis de datos

Palabras clave: hypothesis testing, asset management firms, the Big Three

Resumen

Peter Phillips and other prominent authors shed light on the existence of hidden superpowers that exert influence over the world’s most important corporations. This power also extends to major global communications entities. Phillips highlights that 17 of the so-called ‘Giants’ manage portfolios with a staggering $1 trillion or more in assets. Additionally, there is a small group of institutions called the ‘Big Three,’ globally recognized asset management giants comprising BlackRock, Vanguard Group, and State Street Corporation. The discourse surrounding these ‘Giants’ and the ‘Big Three’ prompted the application of data analytics techniques to scrutinize and validate these assertions. Data, drawn from diverse sources such as Yahoo Finance and StockAnalysis.com, underwent meticulous cleaning to mitigate errors and address missing information. Subsequently, three hypotheses were subjected to rigorous evaluation through hypothesis testing. As a result of this process, only one of the three hypotheses proposed was rejected, leading us to conclude that the ‘Big Three’ indeed hold a very strong position among companies that belong to the most important indices (S&P 500, NASDAQ 100, DJIA) of the American financial markets.

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Biografía del autor/a

Erick Leonel Garcia Ibañez, Peter the Great St. Petersburg Polytechnic University St. Petersburg, Russia

Es magíster en Informática Empresarial por la Universidad Politécnica de San Petersburgo Pedro el Grande, Rusia. Es ingeniero informático por la Universidad Nacional de Trujillo y posee certificaciones en Scrum, ITIL, finanzas corporativas y gestión de proyectos. Cuenta con una amplia experiencia en el desarrollo de soluciones de TI y análisis de datos, donde destaca como un profesional apasionado y altamente capacitado en ofrecer soluciones innovadoras para problemas comerciales complejos. Trabajó 10 años como
analista y desarrollador de software en la Compañía Minera Poderosa. Además, tiene más de 5 años de experiencia como inversor minorista en mercados financieros. Actualmente, se desempeña como consultor de transformación digital en London Consulting Group, una empresa con sede en México que desarrolla proyectos de innovación y gestión del cambio en Latinoamérica.

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Publicado
2024-07-31
Cómo citar
Garcia Ibañez, E. L. (2024). Determinación de la escala de las firmas de gestión de activos más prominentes mediante el análisis de datos. Interfases, (019), 139-156. https://doi.org/10.26439/interfases2024.n19.7072
Sección
Artículos de investigación