{"id":120,"date":"2018-09-14T16:25:52","date_gmt":"2018-09-14T16:25:52","guid":{"rendered":"http:\/\/ec2-35-171-7-2.compute-1.amazonaws.com\/?page_id=120"},"modified":"2026-04-29T05:42:17","modified_gmt":"2026-04-29T05:42:17","slug":"connecting-model-portfolios","status":"publish","type":"page","link":"https:\/\/pocketrisk.com\/es\/connecting-model-portfolios\/","title":{"rendered":"Connecting Model Portfolios"},"content":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_class=”custom-container connect-m new-text-container” z_index=”” css=”.vc_custom_1537377505125{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #468da4 !important;}” el_id=”website-d”][vc_column el_class=”text-center”][vc_column_text css=””]<\/p>\n

Aseg\u00farese de contar con la cartera adecuada para sus prospectos y clientes.<\/h1>\n

[\/vc_column_text][vc_empty_space height=”30px”][vc_column_text css=””]<\/p>\n

Vincule sus carteras modelo con el algoritmo de puntuaci\u00f3n de Pocket Risk.<\/h2>\n

[\/vc_column_text][vc_empty_space height=”50px”][vc_single_image image=”6613″ img_size=”400×400″ alignment=”center” css=”” qode_css_animation=””][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537377659370{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”custom-container testimonial-main connect-tesi new-text-container”][vc_column width=”1\/6″ el_class=”testimonial-img-in-mobile”][vc_single_image image=”68″ img_size=”90×90″ alignment=”right” qode_css_animation=””][\/vc_column][vc_column width=”3\/4″ el_class=”testimonial-text-in-mobile”][vc_column_text css=””]<\/p>\n

Pocket Risk ayuda a mi empresa a generar nuevos negocios. Gracias a la evaluaci\u00f3n precisa del perfil de riesgo de una persona, pude mostrar a los prospectos en qu\u00e9 medida su cartera actual no cumpl\u00eda con sus necesidades. Como resultado, los prospectos se convirtieron en clientes y trabajamos juntos para alinear correctamente sus carteras.<\/p>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_column_text css=””]Ryan Callan, Callan Capital[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537377932844{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #f5f5f5 !important;}” z_index=”” el_class=”questionnaires-container custom-short-container new-text-container”][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column width=”1\/3″ el_class=”bigh4″][vc_empty_space height=”20px”][vc_column_text]0.1[\/vc_column_text][vc_column_text css=””]<\/p>\n

A\u00f1adir carteras modelo<\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_column_text css=””]\u2013 A\u00f1ada hasta 11 carteras modelo con diferentes clases de activos[\/vc_column_text][vc_empty_space height=”30px”][\/vc_column][vc_column width=”1\/3″ el_class=”margin-btm-img”][vc_single_image image=”6608″ img_size=”full” css=”” qode_css_animation=””][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column][vc_empty_space height=”40px”][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column width=”1\/3″ el_class=”margin-btm-img center”][vc_single_image image=”6609″ img_size=”343×188″ alignment=”right” css=”” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″ el_class=”bigh4″][vc_empty_space height=”20px”][vc_column_text]0.2[\/vc_column_text][vc_column_text css=””]<\/p>\n

Puntuaciones de clientes vinculadas a sus carteras modelo<\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_column_text css=””]\u2013 Una puntuaci\u00f3n baja corresponde a una cartera conservadora
\n[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column][vc_empty_space height=”40px”][\/vc_column][vc_column width=”1\/6″][vc_empty_space][\/vc_column][vc_column width=”1\/3″ el_class=”bigh4″][vc_empty_space height=”20px”][vc_column_text]0.3[\/vc_column_text][vc_column_text css=””]<\/p>\n

Analice los resultados y tome decisiones de inversi\u00f3n<\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_column_text css=””]\u2013 A\u00f1ada hasta 11 carteras modelo con diferentes clases de activos[\/vc_column_text][vc_empty_space height=”30px”][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”6610″ img_size=”full” css=”” qode_css_animation=””][\/vc_column][vc_column width=”1\/6″][vc_empty_space][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=”” css=”.vc_custom_1537738245295{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” el_class=”custom-container border-top”][vc_column][vc_column_text css=””]En general, en Pocket Risk se aplica un rango de +\/- 5. Esto significa que, para una cartera con un 60 % de acciones, un score de 55\u201365 es adecuado.<\/p>\n

Algunos asesores financieros han adoptado un rango de riesgo de +\/- 10, lo que implica que una puntuaci\u00f3n de riesgo de 40 podr\u00eda corresponder a una cartera 50\/50 (es decir, 50 % en acciones).[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_class=”custom-container connect-m new-text-container” z_index=”” css=”.vc_custom_1537377505125{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #468da4 !important;}” el_id=”website-d”][vc_column el_class=”text-center”][vc_column_text css=””] Aseg\u00farese de contar con la cartera adecuada para sus prospectos y clientes. [\/vc_column_text][vc_empty_space height=”30px”][vc_column_text css=””] Vincule sus carteras modelo con el algoritmo de…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full_width.php","meta":{"footnotes":""},"class_list":["post-120","page","type-page","status-publish","hentry"],"yoast_head":"\nConectar carteras con puntuaci\u00f3n de riesgo<\/title>\n<meta name=\"description\" content=\"Conecta carteras y analiza la capacidad de riesgo de tus clientes para asesorarlos mejor.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pocketrisk.com\/es\/connecting-model-portfolios\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Conectar carteras con puntuaci\u00f3n de riesgo\" \/>\n<meta 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