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Informed investors profile

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The Regional Investor Education Centre (RIEC), also called InformedInvestors, is a foundation incorporated in 2011 as a registered company limited by guarantee. We carry out public financial literacy …

The Regional Investor Education Centre (RIEC), also called InformedInvestors, is a foundation incorporated in 2011 as a registered company limited by guarantee. We carry out public financial literacy programs to promote financial literacy and investment clubs registration and support. InformedInvestors seeks to help MILLIONS of East Africans gain financial literacy and consequently participate in financial markets and gain financial freedom and independence.


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  • 1. ORGANISATION PROFILE & STRATEGIC PLAN FOR 2011-2012 Regional Investor Education Centre (RIEC), InformedInvestors Kenya| Uganda|Tanzania|Rwanda|Burundi|South Sudan E info@informedinvestors.org |W http://www.informedinvestors.org/ Head Office (Kampala) Contact Person: Ojijo (Founder & Team Leader) | M 0701/0776/0793-100059| Bari Salim (Country Director, Uganda) | M 0700-313257/0774-940115|A P.O. Box 4657 | Plot 110, Sekanyolya Rd. Off. Col. Muamar Gaddafu Rd. | Makerere Kivulu (Opp. Wandegeya Flats), Kampala …promoting financial literacy & supporting investment clubs!
  • 2. Regional Investor Education Centre (RIEC), InformedInvestorsBACKGROUND1.1 About Regional Investor Education Centre (RIEC), InformedInvestorsThe Regional Investor Education Centre (RIEC), also called InformedInvestors, is a foundation incorporated in 2011 as a registered company limited by guarantee. We carry out public financial literacy programs to promote financial literacy and investment clubs registration and support. InformedInvestors seeks to help MILLIONS of East Africans gain financial literacy and consequently participate in financial markets and gain financial freedom and independence.1.2 Vision, Mission, Philosophy and Objectives of InformedInvestorsOur Philosophy: Financial independence is within reach; each of us has the opportunity and means to take ownership of our own financial futures.Our Vision: An informed and growing empowered investor community in East Africa finding financial independence and freedom, through financial investments.Our Mission: To provide a program of sound investment information, education, and support that helps create successful lifetime investors.Objectives: 1. To promote financial literacy 2. To promote financial investment 3. To further institutional growth of InformedInvestors1.3 ProgramsInformedInvestors runs three programs as below: 1. Financial Literacy Program: Teaching Financial Literacy to members of the public through My Money TV Show-A weekly 30-minute public television series about personal finance and investing featuring investment industry professionals and an audience; Money Classes to public institutions (community youth groups, churches, mosques and NGOs), and publication of financial literacy materials including books, booklets; a regional quarterly investments magazine, the Inspre-2-Empower Magazine; a Money Library with online, print and audio-visual resources and a public gallery for watching money movies; and finally, training financial literacy trainers. 2. Investments Clubs Registration & Support Program: Teaching financial literacy to investment club members and providing advice and support for individual Investment Clubs, registering the investment clubs in a national database and organizing an Annual Investments Clubs Conference. 3. Students’ Financial Literacy & Personal Development Program: Teaching financial literacy and career and personal skills development to students in high school & tertiary institutions. The program also facilitates formation of InformedInvestors Clubs in high schools and tertiary institutions. …learn & earn!
  • 3. Regional Investor Education Centre (RIEC), InformedInvestors1.4 Program Rationale-Contribution to Financial Sector DeepeningEfficient financial system, with specific reference to financial markets, is key to development. In his classic, Lombard Street, (1873), Walter Bagehot argued that it was England’s efficient capital markets that made the industrial revolution possible. Joseph Schumpeter, (1912) also agrees in his German book on the subject, The Theory of Economic Development, contending that financial markets promote economic growth by funding entrepreneurs and in particular by channeling capital to the entrepreneurs with high return projects. Indeed, investing in the financial markets saves the investor the hurdle of taking care of liabilities, utilities, customer management, etc, which all together cause the demise of many a start up business venture. Well-functioning money markets, foreign exchange markets, and secondary markets for securities are important factors in the transmission of monetary policy to the economy as well as a key foundation for long-term economic growth and stability (Bernanke, B. S., 2008). Competitive and liquid money markets allow market participants to access short-term funding or investment possibilities and manage liquidity risk. In addition, an aggressive strategy in investing in financial markets will reduce the rate of sprouting of small unsustainable businesses as the individuals or investors who do not have a low amount of capital or time to follow up business operations can simply buy securities and let them trade. However, there is apparent disconnect in financial investments in East Africa, and this can be attributed to various challenges, inter alia, lack of education for the business people about how the shares and other financial instruments are traded. This is noticed in the small investor base and few products listed on the four stock exchange markets and oversubscription in certain products. This further makes it difficult to introduce innovative products in the market. InformedInvestors hence seeks to fill this gap and promote the investment in the financial markets.1.5 AdministrationInformedInvestors is managed through various organs, with the following roles & responsibilities. Organ Responsibility Staff Board Provides professional advisory support & networking contacts Board Chairman Alternate Board Chairman Board Members Regional Director Maintaining vision, building networks and inspiring & empowering the team Ojijo (Founder & Team Leader) Executive Supervise the day-to-day running of the business Country Director (Uganda)-Bari Salim Deputy Director, Operations-human resource, programs) Deputy Director, Finance and Administration Administration Support business operations; implement running of events Secretary/Administrator, Drivers, Security etc Volunteer Trainers Training Financial literacy and supporting investment clubs Trainers …learn & earn!
  • 4. Regional Investor Education Centre (RIEC), InformedInvestors2.0 SOURCES OF FUNDING/SUSTAINABILITYRegional Investor Education Centre (RIEC), also called InformedInvestors, seeks to run a sustainable program based on four models of operation as below:2.1 DonationsInformedInvestors runs the programs through donations and contributions from various segments of the society.2.2 Income Generating ActivitiesRegional Investor Education Centre (RIEC), also referred to as InformedInvestors, will engage in income generating ventures, like distribution of software’s, and selling booklets and books, and also the membership subscription by investment clubs, for sustainability. The foundation also raises funds through investment activities including, amongst others, sale of branded items. Finally, the foundation raises income through training programs as below: £ Youth Money Mind Live Conferences £ Selling financial literacy books £ Annual Financial Literacy Extravaganza £ Corporate Financial Literacy Programs £ Monthly Financial Literacy & Personal Development Seminars2.3 Strategic PartnershipsThrough this approach, Regional Investor Education Centre (RIEC) also referred to as InformedInvestors, will seek to build her institutional capacity through strategic partnerships of mutual benefit and through strategic partnering with industry players to leverage strengths and achieve objectives. …learn & earn!
  • 5. Regional Investor Education Centre (RIEC), InformedInvestors3.0 ACTIVITY PLANFinancial Literacy Program Activity Objective: To promote financial literacyDetails Target Group M&E Framework Output OutcomeMoney Classes: Member of Youth groups Teaching financial literacy classes Increased public financial literacy after teaching 60 of approx. 50 participants at the institutions per region, that is 240 institutions nationwide, Employees in companies, NGOs and offices/premises of; each class having approx. 50 participants, totaling 12,000 government departments -10 Government Institutions/Ministries Generation of money from sales of books, booklets and Faithful in religious institutions per region magazines for sustainability of the InformedInvestors - 10 Churches per region -10 Mosques per region -10 NGOs per region -10 Companies per region -10 Youth Groups per regionPublication of Financial The public - 5 books on financial literacy and 6 Increased public financial literacyLiteracy IEC Materials: Financial Investment Booklets Primary school children & teachers Availability of financial literacy materials - 16 Illustrated Magazines on financial High school teachers and children literacy, for Primary & High School Money Increase in financial literacy and knowledge of the public children from reading the books, booklets and magazines The youth - quarterly magazine on investments Generation of money from sales of books, booklets and issues and personal finance advice, called magazines for sustainability of the InformedInvestors Ingenious Magazine,Training Financial Literacy -Government Institutions/Ministries 4 Training workshops for financial literacy Increased public financial literacy after training 10Trainers: -Primary Schools teachers trainers held in all regions, 1 per region representatives per each of the nine (9) target groups, totaling -High School teachers each having 10 representatives from each 90 trained financial literacy trainers per region, and totaling to -Religious leaders target group, i.e, 10 government 360 in the whole country -Tertiary Institutions lecturers employees, 10 primary school teachers, etc - NGO members . Availability of 360 financial literacy trainers …learn & earn!
  • 6. Regional Investor Education Centre (RIEC), InformedInvestors -Youth Group Leaders -Company employees Generation of money from sales of books, booklets and magazines for sustainability of the InformedInvestorsMy Money TV Show: The public A weekly 30-minute public television Increase in financial literacy and knowledge of the public52 episodes, one per week series about personal finance and from watching the TV showfor a whole year investing featuring real people stories and real-life situations. Generation of money from sales of DVDs of various shows/episodes Generation of money from sales of books, booklets and magazines for sustainability of the InformedInvestorsMoney Library: The public A library with online, print and audio- Informed public on financial literacy visual resources and a public gallery for watching money movies. Availability of financial literacy materials, both print and online Generation of money from sales for sustainability of the project and the program (InformedInvestors), e.g., sales of burnt CDs containing the information …learn & earn!
  • 7. Regional Investor Education Centre (RIEC), InformedInvestorsInvestment Clubs Registration & Support Program Activity Objective: To promote financial literacyDetails Target Group M&E Framework Output OutcomeAdvice, Newly formed 100 investment clubs supported to Fully functional investment clubsSupport & Investment Clubs register and start saving andRegistratio investing Availability of financial literacy materials, both print and onlinen of Targeting a total ofInvestment 100 clubs, 25 clubs Increase in financial literacy and knowledge of the public from reading the books and bookletsClubs per region Increase in the investor base by having members of investments clubs investing, saving or trading in financial markets and instrumentsOrganizing Registered Investments Clubs Conference held Increase in financial literacy and knowledge of the public from reading the books and bookletsthe Annual investment clubs, in September, 2011Investment Approximately 100 Networking and hence building social capital and sharing experiences in investing skills and strategiess Clubs clubs, with averageConference membership of 15 members, totaling 1,500 …learn & earn!
  • 8. Regional Investor Education Centre (RIEC), InformedInvestorsStudents’ Empowerment Program Activity Objective: To empower students through financial literacy, career and personal skills developmentDetails Target Group M&E Framework Output OutcomeStudents’ Money Workshops to train 50 students 4 Training workshops held in the four regional 4,000 Students trained in inter-personal skills ofstudents on financial literacy through from 20 tertiary capitals , each training 1000 students, totaling 4000 leadership, effective communication, public speaking,personal and career development institutions in students career development and entrepreneurship as elements of each region, financial literacy totaling 1000 students per region, and 4000 countrywide Generation of money from sales of books, booklets and magazines for sustainability of InformedInvestorsVolunteerMatch Website to connect 4,000 Students A database driven interactive website for registration Students from all over east Africa being able to registerorganisations looking for interns, in tertiary of students and individuals/ organisations willing to online and hence volunteer, intern or apprenticevolunteers and apprentices to the students institutions be part of volunteer, internship and apprenticeshipavailable professionals, program organisations and governmentInformedInvestors Clubs to promote -high schools InformedInvestors Clubs formed in 10 high schools and Increase in financial literacy and knowledge of thefinancial literacy in high schools and -tertiary 10 tertiary institutions in all regions, totaling 20 per students from teaching by financial literacy trainers andtertiary institutions institutions region, and 80 in the country from reading the books, magazines and booklets …learn & earn!