{"id":1874,"date":"2022-05-31T13:07:50","date_gmt":"2022-05-31T13:07:50","guid":{"rendered":"https:\/\/pocketrisk.com\/es\/?page_id=1874"},"modified":"2026-04-29T07:08:24","modified_gmt":"2026-04-29T07:08:24","slug":"white-paper","status":"publish","type":"page","link":"https:\/\/pocketrisk.com\/es\/white-paper\/","title":{"rendered":"White Paper"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css_animation=&#8221;&#8221; row_type=&#8221;row&#8221; use_row_as_full_screen_section=&#8221;yes&#8221; type=&#8221;full_width&#8221; angled_section=&#8221;no&#8221; text_align=&#8221;left&#8221; background_image_as_pattern=&#8221;without_pattern&#8221; z_index=&#8221;&#8221; css=&#8221;.vc_custom_1654004519225{padding-top: 150px !important;padding-bottom: 150px !important;background-image: url(https:\/\/pocketrisk.com\/es\/wp-content\/uploads\/2022\/05\/demo1.png?id=1877) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221;][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #ffffff;\">Libros blancos<\/span><\/h1>\n<p style=\"text-align: center;\"><span style=\"color: #ffffff;\">Investigaci\u00f3n y recursos del equipo de Pocket Risk<\/span><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=&#8221;&#8221; row_type=&#8221;row&#8221; use_row_as_full_screen_section=&#8221;no&#8221; type=&#8221;grid&#8221; angled_section=&#8221;no&#8221; text_align=&#8221;left&#8221; background_image_as_pattern=&#8221;without_pattern&#8221; css=&#8221;.vc_custom_1654261003188{margin-top: 30px !important;margin-bottom: 30px !important;}&#8221; z_index=&#8221;&#8221; el_class=&#8221;unique-box&#8221;][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;white-paper-01&#8243;][vc_single_image image=&#8221;2012&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/what-is-risk-tolerance\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/what-is-risk-tolerance\/\">Tolerancia al riesgo<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1777446263549{margin-top: 0px !important;margin-bottom: 0px !important;}&#8221;]<\/p>\n<p style=\"color: #fff;\">Aqu\u00ed explicamos qu\u00e9 es la tolerancia al riesgo, en qu\u00e9 se diferencia de la capacidad de riesgo y c\u00f3mo Pocket Risk puede ayudarle a completar el perfil de riesgo de inversi\u00f3n de su cliente.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;mobile-margin white-paper-02&#8243;][vc_single_image image=&#8221;2013&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/risk-capacity\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/risk-capacity-survey\/\">Capacidad de riesgo<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;&#8221;]<\/p>\n<p style=\"color: #fff;\">Aqu\u00ed explicamos qu\u00e9 es la capacidad de riesgo, c\u00f3mo se diferencia de la tolerancia al riesgo y c\u00f3mo podemos ayudarle a determinar la capacidad de riesgo de su cliente.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;mobile-margin white-paper-03&#8243;][vc_single_image image=&#8221;2014&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/tool\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/tools-for-financial-advisors\">Herramienta<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;&#8221;]<\/p>\n<p style=\"color: #fff;\">Aqu\u00ed analizamos en detalle nuestro software para asesores financieros. Descubrir\u00e1 c\u00f3mo funciona y por qu\u00e9 es tan beneficioso evaluar el valor del perfil de riesgo de sus clientes.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=&#8221;&#8221; row_type=&#8221;row&#8221; use_row_as_full_screen_section=&#8221;no&#8221; type=&#8221;grid&#8221; angled_section=&#8221;no&#8221; text_align=&#8221;left&#8221; background_image_as_pattern=&#8221;without_pattern&#8221; css=&#8221;.vc_custom_1654261003188{margin-top: 30px !important;margin-bottom: 30px !important;}&#8221; z_index=&#8221;&#8221; el_class=&#8221;unique-box&#8221;][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;white-paper-04&#8243;][vc_single_image image=&#8221;2052&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/what-is-risk-tolerance\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/investment-principles\/\">Principios de inversi\u00f3n<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1777446372460{margin-top: 0px !important;margin-bottom: 0px !important;}&#8221;]<\/p>\n<p style=\"color: #fff;\">Aqu\u00ed hablamos sobre ciertos consejos y estrategias de inversi\u00f3n que pueden ayudar a los clientes de asesores financieros a tomar decisiones mejores y m\u00e1s fundamentadas.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;mobile-margin white-paper-05&#8243;][vc_single_image image=&#8221;2268&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/what-is-risk-tolerance\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/risk-assessment\/\">Evaluaci\u00f3n del riesgo<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1777446397172{margin-top: 0px !important;margin-bottom: 0px !important;}&#8221;]<\/p>\n<p style=\"color: #fff;\">Aqu\u00ed explicamos c\u00f3mo los inversores pueden identificar riesgos potenciales y se\u00f1ales de advertencia para analizar el alcance total de posibles p\u00e9rdidas en sus inversiones.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;white-paper-06&#8243;][vc_single_image image=&#8221;4345&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/what-is-risk-tolerance\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/aggressive-risk-tolerance\/\">Tolerancia al riesgo agresiva<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1777446421828{margin-top: 0px !important;margin-bottom: 0px !important;}&#8221;]<\/p>\n<p style=\"color: #fff;\">Maximizar los rendimientos potenciales para inversores experimentados requiere comprender y gestionar adecuadamente una tolerancia al riesgo agresiva.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=&#8221;&#8221; row_type=&#8221;row&#8221; use_row_as_full_screen_section=&#8221;no&#8221; type=&#8221;grid&#8221; angled_section=&#8221;no&#8221; text_align=&#8221;left&#8221; background_image_as_pattern=&#8221;without_pattern&#8221; css=&#8221;.vc_custom_1654261003188{margin-top: 30px !important;margin-bottom: 30px !important;}&#8221; z_index=&#8221;&#8221; el_class=&#8221;unique-box&#8221;][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;white-paper-07&#8243;][vc_single_image image=&#8221;4347&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/what-is-risk-tolerance\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/conservative-risk-tolerance\/\">Tolerancia al riesgo conservadora<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1777446451812{margin-top: 0px !important;margin-bottom: 0px !important;}&#8221;]<\/p>\n<p style=\"color: #fff;\">Los inversores con una tolerancia al riesgo conservadora priorizan la preservaci\u00f3n del capital y la evitaci\u00f3n de p\u00e9rdidas, en lugar de buscar rendimientos m\u00e1ximos.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;mobile-margin white-paper-08&#8243;][vc_single_image image=&#8221;4355&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; qode_css_animation=&#8221;&#8221; qode_hover_animation=&#8221;zoom_in&#8221; link=&#8221;https:\/\/pocketrisk.com\/es\/what-is-risk-tolerance\/&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3><a style=\"color: #ffffff;\" href=\"https:\/\/pocketrisk.com\/es\/moderate-risk-tolerance\/\">Tolerancia al riesgo moderada<\/a><\/h3>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1777446476236{margin-top: 0px !important;margin-bottom: 0px !important;}&#8221;]<\/p>\n<p style=\"color: #fff;\">Una tolerancia al riesgo moderada se refiere a la disposici\u00f3n de un inversor a asumir un nivel medio de riesgo para alcanzar sus objetivos financieros.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row css_animation=&#8221;&#8221; row_type=&#8221;row&#8221; use_row_as_full_screen_section=&#8221;yes&#8221; type=&#8221;full_width&#8221; angled_section=&#8221;no&#8221; text_align=&#8221;left&#8221; background_image_as_pattern=&#8221;without_pattern&#8221; z_index=&#8221;&#8221; 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