Finanças comportamentais e perfis de investimentos

Detalhes bibliográficos
Autor(a) principal: Stéfany Bittencourt Fonseca
Data de Publicação: 2021
Idioma: por
Título da fonte: Repositório Institucional da UFMG
Texto Completo: http://hdl.handle.net/1843/36650
Resumo: The present work aims to highlight the importance of the study of Behavioral Finance with a focus on the Investor Profile, where it can be noticed a growing recognition in academic institutions and by the financial market itself. For this purpose, a sample of 100 profiles of medical investors was analyzed, considering the variables gender, age group and income. The methodology consists of the theoretical study of themes relevant to the work, data collection through the application of questionnaires to define these profiles and graphical analysis with the aid of the excel tool, considering the correlation of the variables studied in each investor profile. The main results pointed to the understanding of how some circumstances can affect the decision process in the choice of investments, where in fact, age is a factor that influences the choice of assets, although it is necessary to better explore the public under the age of 30 years. Sex is a prominent factor in the study, where symmetry was observed in the choice of investments between men or women. Income, on the other hand, was not relevant in the analysis, possibly due to the homogeneity of the sample. Finally, this contributes to the understanding of investor behavior and facilitates complete advice by professionals in the area.
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spelling Finanças comportamentais e perfis de investimentosBehavioral finance and investment profilesFinanças comportamentaisPerfil dos investidoresMédicosAdministraçãoThe present work aims to highlight the importance of the study of Behavioral Finance with a focus on the Investor Profile, where it can be noticed a growing recognition in academic institutions and by the financial market itself. For this purpose, a sample of 100 profiles of medical investors was analyzed, considering the variables gender, age group and income. The methodology consists of the theoretical study of themes relevant to the work, data collection through the application of questionnaires to define these profiles and graphical analysis with the aid of the excel tool, considering the correlation of the variables studied in each investor profile. The main results pointed to the understanding of how some circumstances can affect the decision process in the choice of investments, where in fact, age is a factor that influences the choice of assets, although it is necessary to better explore the public under the age of 30 years. Sex is a prominent factor in the study, where symmetry was observed in the choice of investments between men or women. Income, on the other hand, was not relevant in the analysis, possibly due to the homogeneity of the sample. Finally, this contributes to the understanding of investor behavior and facilitates complete advice by professionals in the area.O presente trabalho visa destacar a importância do estudo das Finanças Comportamentais com foco no Perfil dos Investidores, onde pode-se notar um crescente reconhecimento nas instituições acadêmicas e pelo próprio mercado financeiro. Para tal fim, analisou-se uma amostra de 100 perfis de investidores médicos, considerando as variáveis sexo, faixa etária e renda. A metodologia constitui-se no estudo teórico de temas pertinentes ao trabalho, coleta de dados através da aplicação de questionários para definição desses perfis e análise gráfica com auxílio da ferramenta excel, considerando a correlação das variáveis estudadas em cada perfil de investidor. Os principais resultados apontaram para o entendimento de como algumas circunstâncias podem afetar o processo de decisão na escolha dos investimentos, onde de fato, a idade é um fator que influi na escolha dos ativos, apesar de ser necessário explorar melhor o público com idade inferior a 30 anos. O sexo é um fator de destaque no estudo, onde foi observado simetria na escolha dos investimentos entre homens ou mulheres. Já a renda, não foi relevante na análise, possivelmente pela homogeneidade da amostra. Finalmente, isso contribui para compreensão do comportamento do investidor e facilita uma assessoria completa por parte dos profissionais da área.Universidade Federal de Minas GeraisBrasilCurso de Especialização em Gestão EstratégicaUFMGFrancisco Vidal Barbosahttp://lattes.cnpq.br/5115477440886635Mario Marcio Machado da SilvaStéfany Bittencourt Fonseca2021-07-02T20:52:18Z2021-07-02T20:52:18Z2021-04-19Monografia (especialização)info:eu-repo/semantics/publishedVersionapplication/pdfhttp://hdl.handle.net/1843/36650porinfo:eu-repo/semantics/openAccessreponame:Repositório Institucional da UFMGinstname:Universidade Federal de Minas Gerais (UFMG)instacron:UFMG2021-07-02T20:52:18Zoai:repositorio.ufmg.br:1843/36650Repositório InstitucionalPUBhttps://repositorio.ufmg.br/oairepositorio@ufmg.bropendoar:2021-07-02T20:52:18Repositório Institucional da UFMG - Universidade Federal de Minas Gerais (UFMG)false
dc.title.none.fl_str_mv Finanças comportamentais e perfis de investimentos
Behavioral finance and investment profiles
title Finanças comportamentais e perfis de investimentos
spellingShingle Finanças comportamentais e perfis de investimentos
Stéfany Bittencourt Fonseca
Finanças comportamentais
Perfil dos investidores
Médicos
Administração
title_short Finanças comportamentais e perfis de investimentos
title_full Finanças comportamentais e perfis de investimentos
title_fullStr Finanças comportamentais e perfis de investimentos
title_full_unstemmed Finanças comportamentais e perfis de investimentos
title_sort Finanças comportamentais e perfis de investimentos
author Stéfany Bittencourt Fonseca
author_facet Stéfany Bittencourt Fonseca
author_role author
dc.contributor.none.fl_str_mv Francisco Vidal Barbosa
http://lattes.cnpq.br/5115477440886635
Mario Marcio Machado da Silva
dc.contributor.author.fl_str_mv Stéfany Bittencourt Fonseca
dc.subject.por.fl_str_mv Finanças comportamentais
Perfil dos investidores
Médicos
Administração
topic Finanças comportamentais
Perfil dos investidores
Médicos
Administração
description The present work aims to highlight the importance of the study of Behavioral Finance with a focus on the Investor Profile, where it can be noticed a growing recognition in academic institutions and by the financial market itself. For this purpose, a sample of 100 profiles of medical investors was analyzed, considering the variables gender, age group and income. The methodology consists of the theoretical study of themes relevant to the work, data collection through the application of questionnaires to define these profiles and graphical analysis with the aid of the excel tool, considering the correlation of the variables studied in each investor profile. The main results pointed to the understanding of how some circumstances can affect the decision process in the choice of investments, where in fact, age is a factor that influences the choice of assets, although it is necessary to better explore the public under the age of 30 years. Sex is a prominent factor in the study, where symmetry was observed in the choice of investments between men or women. Income, on the other hand, was not relevant in the analysis, possibly due to the homogeneity of the sample. Finally, this contributes to the understanding of investor behavior and facilitates complete advice by professionals in the area.
publishDate 2021
dc.date.none.fl_str_mv 2021-07-02T20:52:18Z
2021-07-02T20:52:18Z
2021-04-19
dc.type.driver.fl_str_mv Monografia (especialização)
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/1843/36650
url http://hdl.handle.net/1843/36650
dc.language.iso.fl_str_mv por
language por
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.publisher.none.fl_str_mv Universidade Federal de Minas Gerais
Brasil
Curso de Especialização em Gestão Estratégica
UFMG
publisher.none.fl_str_mv Universidade Federal de Minas Gerais
Brasil
Curso de Especialização em Gestão Estratégica
UFMG
dc.source.none.fl_str_mv reponame:Repositório Institucional da UFMG
instname:Universidade Federal de Minas Gerais (UFMG)
instacron:UFMG
instname_str Universidade Federal de Minas Gerais (UFMG)
instacron_str UFMG
institution UFMG
reponame_str Repositório Institucional da UFMG
collection Repositório Institucional da UFMG
repository.name.fl_str_mv Repositório Institucional da UFMG - Universidade Federal de Minas Gerais (UFMG)
repository.mail.fl_str_mv repositorio@ufmg.br
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