Abstract:

When we talk about finance and specifically the construction of investment portfolios, the theory and strategies that come from the American market are always the first reference we have as countries like Mexico. The proximity of territories and the great historical influence that we have had from them have meant that our academic programs in this regard are always a reflection of their economists and financiers.

Globalization and the result of the ways of working after the pandemic have allowed us to have an approach and connection to the way in Latin American countries such as Chile, Argentina or Brazil, and even the most distant European regions work. This new access has allowed us to expand the way we operate in finance and has also given us more distant networks that change the rules of the game.

Today, within the academy there are also ways to collaborate and take advantage of these new networks, and collaborations based on the COIL (Collaborative Online International Learning) methodology have opened doors to new knowledge and techniques. A COIL collaboration assumes of having at least 2 academics in different institutions and, most importantly, two distant countries.

These collaborations seek to learn new ways of working, but also seek to generate a multicultural collaboration that leaves the students in question with something beyond theoretical knowledge. This type of collaboration is based on a joint project with teams of multidisciplinary students that allow the exchange of theory, ideas and ways of working, and that in turn show participants the complexity of managing teams of different ages, ideas different and even different hours.

Taking a collaboration like this and adapting it to financial issues is perhaps a complicated challenge, but it also allows us to expand the way we operate in different markets around the world. An investment portfolio always begins under the premise of diversification, but there are factors such as the risk profile or the availability of different financial assets that limit the possible diversification within it.

During the month of March 2023, a collaboration was carried out between the Tecnológico de Monterrey Campus Aguascalientes and the Catholic University of Chile with groups of 25 students of similar ages and with the same interest, knowing the Theory of investments that allows the best possible diversification, higher performance at lower possible volatility. The result was an investment portfolio with assets from different regions and using little-known methods, but above all it allowed students to learn about new financial indicators that allow them to expand Benchmarking options.

Being able to replicate this in new regions and countries even further away from the United States is, without a doubt, an opportunity to continue innovating in the classroom on financial topics for the benefit of the users of our financial systems.

Keywords:

Investment Theory, COIL, Collaborations, Finance, Education, Online.