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Submitted January 29, 2026
Published 2026-01-30

Artículos

Vol. 1 No. 2 (2026): Innovisión

Research analysis on financial management and its relationship with the loan portfolio of Banco General, Panama, 2024:01–2025:04


DOI https://doi.org/10.48204/3073-0007.9312

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References
DOI: 10.48204/3073-0007.9312

Published: 2026-01-30

Abstract

This article examines the relationship between securities investments and the loan portfolio of Banco General in Panama during the period from January 2024 to April 2025. A quantitative approach was adopted, combining descriptive statistical analysis and econometric modeling to assess the impact of investment strategy on the bank’s financial intermediation capacity. A monthly database was constructed using official reports from Banco General and the Superintendency of Banks of Panama. Key financial variables were analyzed through growth rates (TC?%) and percentage participation (PP?%), allowing for the identification of patterns and variability in the bank’s main financial accounts: loan portfolio, investments, equity, deposits, and liquid assets. The econometric component of the study consisted of a simple linear regression estimating the degree of association between securities investments (independent variable) and the loan portfolio (dependent variable). Results revealed a positive and statistically significant relationship between both variables, with a coefficient of determination of R² = 0.6437. This indicates that 64.37?% of the observed variation in the loan portfolio can be explained by investment performance, thus validating a coherent financial strategy. Additionally, a marked territorial concentration of credit was identified (over 92?% directed to the local market), alongside a prudent risk management approach through active provisioning and sustainable equity policies. The findings support the conclusion that Banco General maintains a solid financial structure aligned with principles of efficiency, operational control, and sustainable growth. This research provides valuable empirical evidence for institutional analysis and decision-making in the Panamanian banking sector, as well as a foundation for future studies in applied finance.

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