FOCUS ON: IFIE/IOSCO 2010 CONFERENCE
INVESTOR EDUCATION AROUND THE GLOBE
IFIE MEMBER PROFILE
YOUR FEEDBACK WELCOME
As we head into the last quarter of 2010, it is
easy to see that this has been an incredible last 12 months for IFIE and
We ended 2009 with two extremely successful investor
education seminars that were jointly sponsored by IFIE with the JSDA in
Tokyo and Osaka that were packed with Japanese and the international
community investor education professionals. IFIE also completed our
first survey of global of investor education programmes indicating
increased spending on investor education around the world, among other
During the first half of 2010, we had two watershed events in the development of IFIE.
First, the Asian investor education community
gathered in Seoul for a major investor education event, the creation of
the Asian Forum for Investor Education (AFIE) organized by KOFIA and
jointly sponsored by the South Korean KOFIA and IFIE. Second, the
Middle East North Africa investor education community gathered in Cairo
at a spectacular seminar to launch the Middle East North Africa
International Investor Education Forum (MENA IFIE) organized by the
Egyptian EFSA and IFIE. Both of these organizations will operate as
Regional Subcommittees of IFIE to build local and regional solutions to
investor education needs while leveraging the global strengths and
experiences of IFIE.
We know that the remainder of 2010 promises to be equally exciting as highlighted by two critical activities:
is once again partnering with the International Organization of
Securities Commissions (IOSCO) to hold the third joint investor
education conference, which will take place 8-9 November 2010 in Cairo,
Egypt. The Egyptian Financial Services Authority (EFSA) is serving as
the host for the event. If you have not already registered to be a part
of this event, which will feature experts from the world's leading
regulatory organizations, stock exchanges, and financial firms, please
visit http://www.ifie.org/2010conference to do so.
are now conducting the second annual global "State of Investor
Education Survey" and we'd like your help. This second year of the
survey will include streamlined questions and answers, will collect data
to build on the benchmark questions asked last year and will include
additional questions. We believe that the survey will provide the
foundation to help many organizations create new and innovative
programmes and will form the basis for continuing benchmarks of
excellence for investor education programmes. We plan to continue to
conduct this survey on an annual basis. As regulators, financial
institutions, associations, and educators look for ways to restore
investor confidence, we hope our survey will provide a clearer picture
of efforts around the world today‚€¶ and where programmes plan to go in
the coming years. Please take part in the survey!
I hope to see you in Cairo during November. It will
be a great opportunity to network with other investor education
professionals, to learn about programmes conducted around the world and
to share your experiences with others. I know that we have a
spectacular agenda highlighted by a terrific event on Monday night at
the pyramids. We expect that the conference to be well attended so
please register and make your plans early.
International Forum for Investor Education
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Are you planning to join us in Cairo?
If so, remember that 29 September 2010 is the
early-bird registration deadline for the third joint investor education
conference of the International Forum for Investor Education (IFIE) and
the International Organization of Securities Commissions (IOSCO) will be
held 8-9 November 2010 in Cairo, Egypt. The event will be sponsored by
the Egyptian Financial Supervisory Authority.
This will be an unique opportunity to learn from and network with the world's leading experts on investor education.
Conference attendees will be limited and advance registration is strongly recommended. Registration is open and early-bird conference rates and other details are posted at http://www.ifie.org/2010conference.
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is an exchange holding company approved under Section 15 of the Capital
Markets and Services Act 2007. It operates a fully-integrated exchange,
offering the complete range of exchange-related services including
trading, clearing, settlement and depository services. The wholly-owned
subsidiaries of Bursa Malaysia own and operate the various businesses.
Bursa Malaysia today is one of the largest bourses in Asia with just
under 1,000 listed companies offering a wide range of investment choices
to the world. Companies are either listed on Bursa Malaysia Securities
Berhad Main Market or ACE Market. In assisting the development of the
Malaysian capital market and enhancing global competitiveness, Bursa
Malaysia is committed to maintaining an efficient, secure and active
trading market for local and global investors. Bursa Malaysia offers
investor education materials through its Web site at http://www.bursamalaysia.com/website/bm/bursa_basics/
The Muscat Securities Market
(MSM) was established by the Royal Decree (53/88) issued on 21 June
1988 to regulate and control the Omani securities market and to
participate, effectively, with other organizations for setting up the
infrastructure of the Sultanate's financial sector. After ten years of
continuous growth there was a need for a better functioning of the
Market. The MSM was restructured in November 1998 with the establishment
of two separate entities, an exchange, Muscat Securities Market (MSM)
where all listed securities shall be traded and the Capital Market
Authority (CMA) - the regulatory. The Exchange is a governmental entity,
financially and administratively independent from the regulatory but
subject to its supervision. Thus the securities industry in Oman was
well established to enhance investors' confidence by developing and
improving all the processes appertaining to the stock market. As a
continuing process in the development of the securities market, the MSM
has developed its regulations to provide information and financial data
relating to the performance of the Market and all listed companies
directly to investors through a highly advanced electronic trading
system. This will not only ensure transparency of activities which is
considered to be one of the main principles of a well organized market,
but will support the market by encouraging investors to make the right
investment decision at the right time. The Market has developed its
existing mechanism of clearance and settlement by introducing a new
mechanism for the sake of encouraging stable dealing in securities as
well as providing a better environment that might help the flow of
foreign investment to the Sultanate. The MSM offers information about
investing through a FAQ on its Web site.
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The ANBIMA - Brazilian Association of Financial Markets and Capital
was established in October 2009 as a result of the union of ANBID -
National Association of Investment Banks with ANDIMA - National
Association of Financial Market Institutions. The new entity represents
325 members, including commercial banks, and multiple investment asset
managers, brokers, securities dealers and investment advisors. ANBIMA
offer both classroom courses and online courses to provide professionals
dealing with fixed income products, variable, credit and currency with
ongoing education. Information on the courses they offer can be found on its Web site. For all investors, ANBIMA offers a wealth of information through its "Como Investor" Web site.
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