EL AMBIENTE DE

INVERSIÓN
ANALISIS DE OBJETIVOS
 Comprender el significado del término
inversión y los factores que se usan para
diferenciar los tipos de inversiones.
INVERSIÓN

La inversión es cualquier instrumento en el que se

depositan fondos con la expectativa de que genere un
rendimiento y/o conserve o incremente su valor.
FACTORES DE
DIFERENCIAMIENTO
Para diferenciar los tipos de inversión se pueden usar los
siguientes factores:

 Títulos o propiedad  Derivados financieros

 Inversión directa  Riesgo
 Inversión indirecta  Plazo
 Deuda  Inversiones internas
 Patrimonio neto  Inversiones extranjeras
02
Describir el proceso de
inversión y los tipos de
inversionistas.
PROCESO DE INVERSIÓN

INSTITUCIÓN DEMANDANTES
PROVEDORES FINANCIERA
Son los que necesitan los
Tienen fondos O MERCADO
fondos
adicionales FINANCIERO
TIPOS DE INVERSIONISTAS
Cuando nos referimos a los individuos en el proceso de inversión lo
hacemos para distinguir a las familias del gobierno y las empresas.

• Administran sus fondos personales para lograr sus metas financieras.

Incluyen las instituciones financieras, como bancos, compañías de seguro
INVERSIONISTAS de vida, fondos de inversión y fondos de pensión.
INDIVIDUALES

• Es decir profesionales de la inversión que recibió un pago para administrar

el dinero de otras personas.
INVERSIONISTAS
INSTITUCIONALES
 Whoa!
It could be the part of the presentation where
you can introduce yourself, write your email...
This is a great
headline
This is the subtitle that makes it
comprehensible
Awesome Words
Because key words are great for
catching your audience’s attention
Our services

Mercury is the closest

planet to the Sun and
the smallest one in the
Solar System—it’s
Jupiter is a gas giant only a bit larger than
and the biggest planet our Moon
Despite being red, Mars in our Solar System.
is a cold place, not hot. It’s the fourth-
It’s full of iron oxide brightest object in the
dust, which gives the sky
planet its reddish cast

Basic Medium Premium

Sometimes, reviewing concepts is a good idea

Ceremony Video

Decoration Honeymoon

Catering Entertainment
Maybe you need to divide
the content
Mercury
Mercury is the closest planet to the Sun
and the smallest one in the Solar System
—it’s only a bit larger than our Moon.
The planet’s name has nothing to do with
the liquid metal since it was named after
the Roman messenger god, Mercury.
Venus
Venus has a beautiful name and is the
second planet from the Sun. It’s terribly
hot—even hotter than Mercury—and its
atmosphere is extremely poisonous. It’s
the second-brightest natural object in the
night sky after the Moon
You could use three
columns, why not?

Mars Venus Saturn

Despite being red, Mars is a cold Venus has a beautiful name and is Yes, this is the ringed one. It’s a gas
place, not hot. It’s full of iron oxide the second planet from the Sun. It’s giant, composed mostly of
dust, which gives the planet its terribly hot, even hotter than hydrogen and helium
reddish cast Mercury
A picture always
reinforces the
concept
Images reveal large amounts of
data, so remember: use an image
instead of long texts
A picture is
worth a
thousand
words
 Option 1 Option 2
Starters Starters
Salt & Pepper Squid Salt & Pepper Squid
Mercury is the closest planet to the Sun and the Mercury is the closest planet to the Sun and the
smallest one in the Solar smallest one in the Solar

Vegetarian Tart Vegetarian Tart

Venus has a beautiful name, but it’s terribly hot, Venus has a beautiful name, but it’s terribly hot,
even hotter than Mercury even hotter than Mercury

Mains Mains
Crispy Salmon Crispy Salmon
Jupiter is a gas giant and the biggest planet in our Jupiter is a gas giant and the biggest planet in our
Solar System Solar System

Vegetarian Ravioli Vegetarian Ravioli

Saturn is the ringed one. It’s a gas giant, composed Saturn is the ringed one. It’s a gas giant, composed
mostly of hydrogen and helium mostly of hydrogen and helium

Desserts Desserts
Despite being red, Mars is a cold place, not hot. It’s Despite being red, Mars is a cold place, not hot. It’s
full of iron oxide dust full of iron oxide dust
Our choice!
Describe here what you would recommend to
the attendees
 03
Organization
This is the subtitle that makes it
comprehensible
This is a map
The honeymoon
14,112
Big numbers catch your audience’s attention
333,000.00 earths is the Sun’s mass

24h 37m 23s

is Jupiter’s rotation period

386,000 km
is the distance between the Earth and the Moon
If you want to modify this graph, click on it, follow the
link, change the data and replace it
A timeline
always works fine

16:00 18:00 19:00 20:00 21:00 23:00 00:00

This is the seating arrangement
This is the subtitle that makes it comprehensible

main table

Table 1 Table 4
John Doe John Smith
1 4
Jess Doe Lisa Parker
Alice Doe Martha Law
Petra Doe 2 3 James Law

Table 2 Table 3
Mark Jones Paul Banks
Tess Jones Kari Banks
Alice Earth Anna Banks
Ray Powell Charles Banks
 04
Design
This is the subtitle that makes it
comprehensible
Bridal time!

Mercury Mars Jupiter

Mercury is the closest Despite being red, Mars It’s a gas giant and the
planet to the Sun and the is a cold place, not hot. biggest planet in our
smallest one in the Solar It’s full of iron oxide Solar System. Jupiter is
System. It’s only a bit dust, which gives the the fourth-brightest object
larger than our Moon planet its reddish in the sky
 Infographics make your idea understandable...

Celebration costs Honeymoon costs

Mercury is the closest Venus has a beautiful
planet to the Sun and the name, but it’s terribly hot.
smallest one in the Solar Its atmosphere is very
System poisonous

Design costs
Saturn is the ringed
planet. It’s a gas giant,
composed mostly of
hydrogen and helium
Perhaps you need
more details
Mercury is the closest planet
to the Sun

Saturn is the ringed planet

Despite being red, Mars is a

Venus has a beautiful name, cold place, not hot
but it’s very hot
Thanks!
Does anyone have any questions?

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