Wazzup Pilipinas!
CFA Institute, the global association of investment professionals that sets the standard for professional excellence, will recognize May as Putting Investors First Month. This marks the second year of this annual awareness campaign and builds on the success of May 2014, when activities took place in 58 cities globally by member societies representing more than 60,000 investment professionals. The initiative aims to unite investment professionals in a commitment to place investor interests above all others.
Throughout the month, many of the organization’s 144 member societies worldwide will host local events and call attention to the needs and rights of investors by endorsing the Statement of Investor Rights, a list of ten rights that any investor should expect from financial service providers.
CFA Society Philippines hosted the Philippine Retail Conference 2015 last May 16, 2015 at the SMX Convention Centre Aura. The conference provided education to over 1,500 retail investors collaboration with the Philippine Stock Exchange, Central Bank of the Philippines, Securities and Exchange Commission, Department of Justice, Insurance Commission, ABS-CBN News Channel, The Global Filipino Investors, Fund Managers Association of the Philippines, Trust Officers Association of the Philippines, Money Market Association of the Philippines, Asian Institute of Management, and Ateneo de Manila University.
April Tan, president of CFA Society Philippines said that, “The conference aimed to increase the financial knowledge of individual Filipino investors in today’s dynamic market. With the theme ‘Secure Your Future Now,’ the conference highlighted the key principles and practices that will help individual investors reach their retirement goals.”