...............Hong
Kong Institute of Investors & Tertiary Division
Founder & Chairman : Mr. Tam Siu Hing, Ricky
Overview
Hong Kong Institute of Investors (HKII) was founded by Mr.
Ricky Tam in May 1999. It aims at protecting the interests
of the general Hong Kong investing public. By maintaining
a close relationship with members and the other sectors, the
Institute seeks to enhance Investors knowledge of the various
financial markets and investment tools, through which members
may cultivate a proper investment concept and refine their
investment skills. Our vision is to help ensuring the healthy
development of the financial market in Hong Kong in the long
run.
At the end of 1999, HKII was accepted by the World Federation
of Investors Corporation (WFIC) as the first member in the
Asian region (including Japan). And Mr. Ricky Tam, Founder
and Chairman of HKII, is now the Director of WFIC.
To further commit the mission of educating the investors
in particular the young generation, the Tertiary Division
under the Institute was set up in February 2001. Students
representing different universities have teamed up to form
an Executive Committee to actively achieve our mission by
organising and participating in various investment activities
such as: regular publication; regular tea gathering to enable
the student members to learn from adult members and allow
professional experts to share their investment experience;
investment seminars with different themes held in different
Universities; Hong Kong Investment Competition to widely publicize
the investor education. In addition, some more extensive functions
are now under planning, for instance, Summer Internship Program,
which will be unveiled later.
Regarding the programs targeted at adult members, HKII does
not only organize seminars, professional investment courses,
trainings and tea gatherings on a regular basis, but also
conduct monthly investment talks and provide members with
monthly newsletter reporting the latest activities. Recently,
we are pleased to have both the Securities and Futures Commission
of Hong Kong as well as Mandatory Provident Fund Schemes Authority
providing special features for the columns of "SFC Square''
and "MPF Perspective" in our monthly newsletter.
It is reflected that the important role of the Institute played
in the investor education has been highly recognized in the
market.
In addition, throughout the launch of the extensive Hong
Kong Investment Competition, the Institute has led the investor
education to a more diversified perspective, from which investors
can learn various investment tools and upgrade their investment
knowledge. This type of education-oriented competition has
been well received by both investors and commercial organizations.
Thanks to the full support provided by a team of Honorary
Advisors comprising professors and financial experts plus
the continued patronage extended by retail investors, financial
institutions and media organizations, the number of members
has been on a steady increase. Now we have around 6,000 members.
Looking ahead, we will continue to make our strenuous efforts
to further promote investor education in hopes of significantly
enhancing the professional standard of our investors.
Mission
The Institute is a non-profit-making organisation aiming
at protecting the interests of the general Hong Kong investing
public. By maintaining a close relationship with members and
the other sectors, the Institute seeks to enhance Investors'
knowledge of the various financial markets and investment
tools, through which members may cultivate a proper investment
concept and refine their investment skills. Our vision is
to help ensuring the healthy development of the financial
market in Hong Kong.
Objectives
- The Institute endeavours to protect the best interests
of the Hong Kong investing public in the long run, having
amassed Investors' wisdom and strength. We will play an
active role in helping promote the healthy development of
the Hong Kong financial market by reflecting to the Government
and relevant authorities Investors' opinions through appropriate
channels.
- The Institute is based in Hong Kong with a global outlook.
We look far ahead into the future, continuously carrying
out researches, studies and analyses on the development
of the global economic and financial systems so as to help
Investors access the most updated information and gain an
insight into diverse investment opportunities.
- The Institute provides opportunities for Investors to
refine their investment skills. Investment seminars, discussion
sessions and exchange trips in Hong Kong, the Mainland China
and other regions are organised for Investors to discuss,
deliberate and share their experience with professionals
in other fields as well as other organisations in an open
and pragmatic manner.
- The Institute keeps Investors posted with developments
in the world's major market and investment tools to ensure
thorough understanding, thereby enhancing Investors' confidence
through objective and impartial educational articles and
special contributions published in the various media.
Tertiary Division
Structure
The Tertiary Division of the Hong Kong Institute of Investors
is headed by Mr. Ricky Tam, Founder and Chairman of the Hong
Kong Institute of Investors, with the support by a group of
students coming from different universities forming the Executive
Committee. Under the Tertiary Division, there are five departments,
which are: External Affairs Department, Membership Department,
Editorial Department, Marketing Department and Information
Systems Department. Each department is led by a Department
Head who will be responsible for managing various departmental
functions implemented by the subordinates.
Mission
The Tertiary Division of the Hong Kong Institute of Investors
seeks to enhance tertiary students' knowledge of the various
financial markets and investment tools, through which students
can cultivate a proper investment concept applied in the actual
investment environment. By continuously developing a close
relationship with tertiary students and jointly organizing
diversified programs with prestigious organizations in the
investment field, the Division can help students instill a
proper investment attitude and refine their investment skills
in the long run. To stimulate students' keen interest in investment
education, the Division has adopted an innovative and proactive
approach to be in line with the prevailing information era.
Our vision is to help supporting the healthy development
of the financial market in Hong Kong.
Founding Societies (in alphabetical order of the name of
tertiary institutions)
- City University of Hong Kong
Economics and Finance Society
- City University of Hong Kong
Society of Investment and Finance
- Hong Kong Baptist University
Business Management Society
- Hong Kong Shue Yan College
Business Investment Society
- Lingnan University
China Trade Society
- Lingnan University
Society of Investment and Finance
- The Chinese University of Hong Kong
Strategic Investment Society
- The Chinese University of Hong Kong
The Society of Quantitative Finance
- The Hong Kong University of Science and Technology
Finance Students' Society, HKUSTSU
- The University of Hong Kong
Economics and Finance Society bea hkusu
Supporting Societies (in alphabetical order of the name of
tertiary institutions)
- City University of Hong Kong
Management Society
- Hong Kong Shue Yan College
Association of Departments of Business Administration and
Accounting
- Lingnan University
Business Administration Society
- The Chinese University of Hong Kong
Economics Society
- The Hong Kong University of Science and Technology
Accounting Students' Society
Application Form
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