Finance & Banking · Investment Management

La Gestora

Simulation to practice pension fund management, asset allocation, regulatory compliance, and strategic decision-making for a Mexican AFORE (retirement fund administrator)

4 rounds Executive English, Español

Preview

Who it is for

An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 4 rounds. In each one they submit their decisions and the simulation calculates the results.
  3. The simulation can be run in English, Español.
  4. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • Factor Rebalancing (%)
  • Duration Reduction (%)
  • FIBRA Increase (%)
  • CKD Increase (%)
  • FIBRA UNO — Diversified (%)
  • FIBRA Terrafina — Industrial / Nearshoring (%)
  • FIBRA Danhos — Premium Retail (%)
  • FIBRA MTY — Office and Retail, Monterrey (%)
  • CKD Selection
  • New Commission Rate (%)

What participants track

What participants follow on screen as the rounds go by:

  • Improvement Levers
  • FIBRA and CKD Selection
  • Crisis Response
  • Digital Strategy and Capital Allocation

Subjects covered

Designed for courses in Investment Management.

  • Portfolio Theory (Markowitz)

Ready to use La Gestora with your students?

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