Successfully reported this slideshow.
Your SlideShare is downloading. ×
Ad
Ad
Ad
Ad
Ad
Ad
Ad
Ad
Ad
Ad
Ad
Upcoming SlideShare
Josephine cervero
Josephine cervero
Loading in …3
×

Check these out next

1 of 4 Ad

More Related Content

Viewers also liked (20)

Advertisement

More from IFAD International Fund for Agricultural Development (20)

Josephine cervero

  1. 1. Segmenting Migrants according to Gender, and Life Cycle Source: Phillippine Statistics Authority, 2013 Survey on Overseas Filipinos 0 100 200 300 400 500 600 15-24 25-29 30-34 35-39 40-44 45 and over 98.126 314.916 298.942 187.124 118.664 123.228 90.012 272.344 280.422 184.64 136.172 189.256 Age Group of OFWs vis a vis Gender In Thousands Male Female
  2. 2. Purpose Products  Car  Travel  Vacation  Wealth Accumulation  157 UITFs  49 Mutual Funds  Direct Investments  Car Loan Programs  Living Trust Account  PRTA  Retirement  Estate Planning  Direct Investments  PRTA  Living Trust Account Rainy day fund Living Allowance Education for the Kids House Insurance  Savings Account  UITFs  Mutual Funds  Housing Loan Programs  VUL Preservation & Distribution
  3. 3. SEGMENTIZED/LADDERIZED FINANCIAL TRAINING Wants Basic Needs Preservation & Distribution
  4. 4. Risk Profile Collective Individual Schemes Direct Investments UITFs/Mutual Funds/VULs Conservative Money Market Funds SA, Term Deposits Moderate Bond Funds Debt, Cooperatives, Real Estate Aggressive Balanced & Equity Funds Stocks, Derivatives Available Investment Products LANDBANK TBG Upcoming Products Harvest Fund (for BSP Approval) Open-ended Pooled Fund Supports agricultural related enterprises thru investments in cooperatives and SMEs Personal Equity & Retirement Account (PERA) Investments with Tax Benefits Maximum contribution for OFWs : PhP200,000.00 per year Green Fund (for BSP Evaluation) Principal Protected Close-ended Pooled Fund Support development in the communities thru investments in cooperatives and Small and Medium Enterprises (SMEs) engaged in agricultural businesses

Editor's Notes

  • TOTAL Remittances PHILIPPINES (2014) : USD24,348,078,000.00
    Total Remittances LANDBANK (2014): USD1,100,000,000.00 (with peso inward)
    % to Total : 4.52%

    Age Male Female
    15-24 7.8% 8.6%
    25-29 23.60% 27.60%
    30-34 24.30% 26.20%
    35-39 16% 16.40%
    40-44 11.80% 10.40%
    >45 16.40% 10.80%
  • Currently:

    Mutual Funds:
    34 Peso
    15 Foreign Currency
    Total : 49

    UITFs:
    Tax exempt : 6
    MM: 33
    Intermediate: 11
    Medium Term: 8
    Long Term Bond Peso : 12
    Balanced : 18
    Equity: 31
    Total PESO: 119

    MM$: 7
    Intermediate Term Fund $: 5
    Medium Term Fund $:7
    Long Term Bond Dollar: 10
    Equity $: 9
    Total $ 38

    TOTAL: 157

    How do you choose among the multitude investment products available in the market?
    Who is willing to guide you to achieve your financial goals?

    NGOs? Financial Advisors? Trutees? Product Providers? Sales Personnel?
  • Currently:

    Mutual Funds:
    34 Peso
    15 Foreign Currency
    Total : 49

    UITFs:
    Tax exempt : 6
    MM: 33
    Intermediate: 11
    Medium Term: 8
    Long Term Bond Peso : 12
    Balanced : 18
    Equity: 31
    Total PESO: 119

    MM$: 7
    Intermediate Term Fund $: 5
    Medium Term Fund $:7
    Long Term Bond Dollar: 10
    Equity $: 9
    Total $ 38

    TOTAL: 157

    How do you choose among the multitude investment products available in the market?
    Who is willing to guide you to achieve your financial goals?

    NGOs? Financial Advisors? Trutees? Product Providers? Sales Personnel?
  • Currently:

    Mutual Funds:
    34 Peso
    15 Foreign Currency
    Total : 49

    UITFs:
    Tax exempt : 6
    MM: 33
    Intermediate: 11
    Medium Term: 8
    Long Term Bond Peso : 12
    Balanced : 18
    Equity: 31
    Total PESO: 119

    MM$: 7
    Intermediate Term Fund $: 5
    Medium Term Fund $:7
    Long Term Bond Dollar: 10
    Equity $: 9
    Total $ 38

    TOTAL: 157

    How do you choose among the multitude investment products available in the market?
    Who is willing to guide you to achieve your financial goals?

    NGOs? Financial Advisors? Trutees? Product Providers? Sales Personnel?

×