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Increasing Financial Literacy
& EXPANDING AWARENESSOF THE
SECURITIES INDUSTRY & FINANCIAL MARKETS
Increasing Financial Literacy SIFMA FOUNDATION
About Us
The SIFMA Foundation is dedicated to
fostering knowledge and understanding
of the financial markets for individuals of
all backgrounds. Drawing on the support
and expertise of SIFMA member firms,
the SIFMA Foundation provides financial
education programs and tools that
strengthen economic opportunity across
communities and increase individuals’
access to the benefits of the global
marketplace.
The SIFMA Foundation’s acclaimed Stock
Market Game™ program is an online simulation of the global capital markets
that engages students grades 4-12 in the world of economics, investing and
personal finance, and prepares them for financially independent futures. Nearly
600,000 students take part every school year across all 50 states and around
the globe. The Stock Market GameTM has reached 14 million students since its
inception in 1977.
The SIFMA Foundation’s InvestWrite national essay competition is a
culminating activity for The Stock Market GameTM (SMG) students, extending
what they have learned in SMG by challenging them to analyze, think critically
and problem solve. Students address real-world financial issues and situations
by answering a question about long-term
saving and investing.
The Capitol Hill Challenge (CHC) matches
Members of Congress with schools across
the country participating in The Stock
Market GameTM. Winners receive a paid trip
to Washington, DC to meet their member of
congress, tour financial landmarks, and learn
first-hand about financial policy making. Since
its inception in 2004, CHC has engaged almost
1,200 U.S. Representatives and Senators with
over 30,000 students across the country.
A competitive edge early in life.
Tracking economic indicators.
Increasing Financial Literacy SIFMA FOUNDATION
Join Us
Through the generous support of SIFMA member firms, corporate
partners, private foundations, and individuals, the SIFMA Foundation
has provided students in grades 4–12, their teachers, and their
parents with broader knowledge and a deeper
understanding of the essential role that the
securities industry and financial markets play in
the global economy, while also reinforcing their
knowledge of personal finance.
The SIFMA Foundation’s sponsors and partners
support us in many ways. Some provide financial
contributions for the development of new
educational programs or to maintain existing
programs. Others contribute time and experience
by volunteering to visit classrooms using The Stock
Market GameTM program, judging the InvestWrite
essay contest, speaking at teacher training events,
and helping to develop teaching materials. Still
others do both!
When you and your company contribute to the
SIFMA Foundation, you:
• Provide first-hand access to the fundamentals of bond, mutual
fund, and stock investing to audiences who might otherwise
never have this exposure.
• Educate the general public about the role the securities industry
and financial markets play in preserving and strengthening the
nation’s infrastructure and its prosperity long into the future.
• Protect and grow the nation’s economy through the creation of
an informed investor public and a new generation of financially
literate youth.
• Demonstrate the charitable nature of the securities industry and
financial markets.
Join us in our mission to provide individuals access to the tools and skills they need to lead financially independent lives and to help our communities and our nation grow and prosper.
Virtual becomes real at NYSE.
Increasing Financial Literacy SIFMA FOUNDATION
Contribute
Make your tax-deductible contribution today at www.sifma.org/foundation
If you prefer to send a check, make it payable to the SIFMA Foundation
and mail it to:
SIFMA Foundation for Investor Education
120 Broadway, 35th Floor
New York, NY 10271
Enhance your cash contribution! Ask about your company’s charitable
Matching Gifts Program.
Would you like to volunteer your expertise to one or more of our programs?
Contact Nancy Kahn at [email protected] or call 212-313-1307.
The SIFMA Foundation would like to thank our SIFMA member
firms, corporate and foundation supporters, individual donors,
and volunteers who have helped millions of students become
financially prepared for life.
CAPITOL HILLc h a l l e n g e
Hands-on training on a simulated trading floor.
Increasing Financial Literacy SIFMA FOUNDATION
For Parents & Teachers
Recent history has taught us just how important it is to have a
fundamental understanding of saving and investing. The Stock Market
GameTM has significant and measurable impact on student financial
literacy and academic achievement across all grades.
An independent study by Learning Point Associates found students
who participated in the SMG program scored significantly higher on
mathematics and financial literacy tests than their peers who did not
participate. They also found that teachers who taught SMG reported the
program influenced them to engage in financial planning, research, and
use of investment products and services.
Teachers: Register your students for The Stock Market GameTM program
today so they have the
life skills to succeed tomorrow.
Visit www.stockmarketgame.org.
Parents: Encourage your
child’s teacher to review The
Stock Market GameTM website
at www.stockmarketgame.org
and register their class to
participate.
0
10
20
30
40
50
60
Grades 7-10Grades 4-6
Performance in Mathematics
SMG Participants Non-Participants
Nat
iona
l Per
cent
ile
Congressman Barney Frank congratulates student winners.
MATH ACHIEVEMENT
Increasing Financial Literacy SIFMA FOUNDATION
Volunteer Opportunities
The SIFMA Foundation has a number of volunteer opportunities available
for you to choose from, such as:
InvestWriteJudge the SIFMA Foundation’s national essay competition,
InvestWrite. Judging is simple and done entirely online.
For more information or to register as a judge visit:
www.investwrite.info/judges.
Classroom VisitsCreate an atmosphere of authenticity and excitement
about the industry by visiting a classroom engaged in The
Stock Market Game™ program.
Speakers BureauWhether live at a teacher professional development day
or online for a financial literacy webinar; administrators,
teachers, parents, and students are eager to hear from you.
Curriculum AdvisorThe Stock Market Game’s grade 4-12 classroom
curriculum is what differentiates it from other financial
literacy programs. Help keep the SMG relevant by
volunteering to to assist with curriculum materials.
For more information about these opportunities or to sign up,
contact Nancy Kahn at [email protected] or call 212-313-1307.
Information about the SIFMA Foundation is available at
www.sifma.org/foundation.
Volunteer Opportunities
InvestWriteBecome a judge for the SIFMA Foundation’s national essay contest. Submissions come from elementary, middle, and high school students across the United States. Judging is done entirely online. Rubrics for scoring essays are provided. To register to be a judge: www.investwrite.info/judges
Classroom VisitsFor over 30 years The Stock Market Game has enhanced classrooms in a variety of disciplines. Even with advances in computer and Internet technology, nothing replaces meeting in person with an industry expert. Create an atmosphere of authenticity and excitement about the industry by visiting a classroom engaged in The Stock Market Game. For more information: www.stockmarketgame.org
Speakers BureauShare your knowledge and experiences with administrators, teachers, and the general public (some of whom have had no exposure to the world of investments). The SIFMA Foundation for Investor Education has a robust speakers program. Whether live at a teacher professional development day or online for a financial literacy Webinar, participants are eager to hear from you.
Curriculum AdvisorThe Stock Market Game’s grade 4 – 12 classroom curriculum is what differentiates it from other financial literacy programs. Help keep The Stock Market Game meaningful and relevant to learners of all ages by volunteering to edit its curriculum materials.
Contact Nancy Kahn at [email protected], 212-313-1307, www.sifma.org/education
Other Volunteer Opportunities are Available!
Volunteer Opportunities
InvestWriteBecome a judge for the SIFMA Foundation’s national essay contest. Submissions come from elementary, middle, and high school students across the United States. Judging is done entirely online. Rubrics for scoring essays are provided. To register to be a judge: www.investwrite.info/judges
Classroom VisitsFor over 30 years The Stock Market Game has enhanced classrooms in a variety of disciplines. Even with advances in computer and Internet technology, nothing replaces meeting in person with an industry expert. Create an atmosphere of authenticity and excitement about the industry by visiting a classroom engaged in The Stock Market Game. For more information: www.stockmarketgame.org
Speakers BureauShare your knowledge and experiences with administrators, teachers, and the general public (some of whom have had no exposure to the world of investments). The SIFMA Foundation for Investor Education has a robust speakers program. Whether live at a teacher professional development day or online for a financial literacy Webinar, participants are eager to hear from you.
Curriculum AdvisorThe Stock Market Game’s grade 4 – 12 classroom curriculum is what differentiates it from other financial literacy programs. Help keep The Stock Market Game meaningful and relevant to learners of all ages by volunteering to edit its curriculum materials.
Contact Nancy Kahn at [email protected], 212-313-1307, www.sifma.org/education
Other Volunteer Opportunities are Available!
Volunteer Opportunities
InvestWriteBecome a judge for the SIFMA Foundation’s national essay contest. Submissions come from elementary, middle, and high school students across the United States. Judging is done entirely online. Rubrics for scoring essays are provided. To register to be a judge: www.investwrite.info/judges
Classroom VisitsFor over 30 years The Stock Market Game has enhanced classrooms in a variety of disciplines. Even with advances in computer and Internet technology, nothing replaces meeting in person with an industry expert. Create an atmosphere of authenticity and excitement about the industry by visiting a classroom engaged in The Stock Market Game. For more information: www.stockmarketgame.org
Speakers BureauShare your knowledge and experiences with administrators, teachers, and the general public (some of whom have had no exposure to the world of investments). The SIFMA Foundation for Investor Education has a robust speakers program. Whether live at a teacher professional development day or online for a financial literacy Webinar, participants are eager to hear from you.
Curriculum AdvisorThe Stock Market Game’s grade 4 – 12 classroom curriculum is what differentiates it from other financial literacy programs. Help keep The Stock Market Game meaningful and relevant to learners of all ages by volunteering to edit its curriculum materials.
Contact Nancy Kahn at [email protected], 212-313-1307, www.sifma.org/education
Other Volunteer Opportunities are Available!
Volunteer Opportunities
InvestWriteBecome a judge for the SIFMA Foundation’s national essay contest. Submissions come from elementary, middle, and high school students across the United States. Judging is done entirely online. Rubrics for scoring essays are provided. To register to be a judge: www.investwrite.info/judges
Classroom VisitsFor over 30 years The Stock Market Game has enhanced classrooms in a variety of disciplines. Even with advances in computer and Internet technology, nothing replaces meeting in person with an industry expert. Create an atmosphere of authenticity and excitement about the industry by visiting a classroom engaged in The Stock Market Game. For more information: www.stockmarketgame.org
Speakers BureauShare your knowledge and experiences with administrators, teachers, and the general public (some of whom have had no exposure to the world of investments). The SIFMA Foundation for Investor Education has a robust speakers program. Whether live at a teacher professional development day or online for a financial literacy Webinar, participants are eager to hear from you.
Curriculum AdvisorThe Stock Market Game’s grade 4 – 12 classroom curriculum is what differentiates it from other financial literacy programs. Help keep The Stock Market Game meaningful and relevant to learners of all ages by volunteering to edit its curriculum materials.
Contact Nancy Kahn at [email protected], 212-313-1307, www.sifma.org/education
Other Volunteer Opportunities are Available!
Increasing Financial Literacy SIFMA FOUNDATION
We would like to thank our 2012 partners
Alacra, Inc.
Allen & Company of Florida, Inc.
Allen & Overy LLP
Allen, Mooney & Barnes Brockerage Services
AllianceBernstein Holdings
Allison-Williams Company
American Century Brokerage, Inc.
Ameriprise Financial Services, Inc.
Aon Risk Solutions
Asia Pacific Financial Management Group
Associated Investment Services
Atlas Strategic Advisors, LLC
Auriga USA LLC
Balance Sheet Solutions, LLC
Banco Popular de Puerto Rico
Bank of America Consumer Education
Bank of America Merrill Lynch & Co., Inc.
Barclays Capital Inc.
BATS Trading, Inc.
BBVA Securities Inc.
Berkshire Capital Securities LLC
Bingham McCutchen LLP
Bloomberg LP
Bloomberg Tradebook LLC
BMO Capital Markets GKST Inc.
BNP Paribas
BNY Mellon Asset Management
BNY Mellon Corporation
Boenning & Scattergood, Inc.
BondDesk Group, LLC
Brean, Murray, Carret & Co.
Broadridge Financial Solutions, Inc.
Brooks Brothers
Brueckner Family Foundation
BTG Pactual US Capital
Cadaret Grant & Co., Inc.
Cadwalader, Wickersham & Taft LLP
Calhoun, Baker Inc.
Calypso Technology
Canaccord Genuity Inc.
Capco
The Capital Grille
Capital One Asset Management
Capital One Investment Services LLC
Capital One Southcoast, Inc.
Capital Research and Management Company
Cascade Financial Management, Inc.
Centennial Securities Company, LLC
Chapin, Davis & Co., Inc.
Charles River Brokerage, LLC
Cheevers & Company Inc.
Chester Harris and Company, Incorporated
Christopher Weil & Company, Inc.
CIBC World Markets Corp.
2012 Partners SIFMA FOUNDATION
CICC US Securities, Inc.
City Securities Corporation
Clancy Financial Services, Inc.
Cleary, Gottlieb, Steen & Hamilton LLP
Cohen & Gresser LLP
Cormark Securities (USA) Limited
Cravath, Swaine & Moore LLP
Crédit Agricole Securities (USA) Inc.
Credit Suisse Securities (USA), Inc.
Cullen Investment Group, Ltd.
Cutter & Company Brokerage, Inc.
DART Executions, LLC
Davenport & Company LLC
Davidson Companies
Davy Securities Limited
Deloitte
William Dentzer, Jr.
Depository Trust & Clearing Corp.
Desjardins Securities International Inc.
Dexia Securities USA LLC
Direct Edge
DiscoverReady, LLC
DnB NOR Markets, Inc.
Dominick & Dominick, LLC
DST Market Services
Dun & Bradstreet
E*TRADE Financial Corp.
E.H. Smith, Jacobs & Co., Inc.
Edward Blodgett
Edward D. Jones & Co. L.P.
Edwards Family Fund
eFinancial Careers
Eladian Partners, LLC
Equitable Communications
ESN North America, Inc.
Estrada Hinojosa & Company, Inc.
Eurex / Deutsche Boerse
Euroclear Bank SA/NV
Fidelity Brokerage Company
Fidelity Investments
Fifth Third Securities, Inc.
FINRA
First Analysis Securities Corporation
First Investors Corporation
First New York Securities LLC
Fiserv
Fitch Ratings
FMSbonds, Inc.
Franklin Templeton Distributors, Inc.
FTN Financial
Gardner Rich & Company
GFI Securities LLC
Gibson, Dunn & Crutcher LLP
GIT Investment Services, Inc.
Gleacher & Company Securities, Inc.
Globe Tax Services Inc.
Goldman Sachs
Grant Thornton LLP
2012 Partners SIFMA FOUNDATION
Great American Advisors, Inc.
Griffiths McBurney Corp.
Chris & Tom Guba
H.D. Vest Investment Securities, Inc.
Haywood Securities (USA) Inc.
Hefren-Tillotson, Inc.
Height Securities LLC
Hennion & Walsh, Inc.
Herndon Plant Oakley Ltd.
Hertz Corporation
Hightower Securities
Noe Hinojosa, Jr.
Hornor, Townsend & Kent, Inc.
HSBC Global Asset Management USA
HSBC Securities (USA) Inc.
Hunter Associates, Inc.
ICAP
ICI Education Foundation
Incapital, LLC
ING Financial Partners, Inc.
Intercontinental Asset Management Group
Intercontinental Exchange (ICE)
International Correspondent Trading, Inc.
J.J.B. Hilliard, W.L. Lyons, LLC
Jane Street Markets, LLC
John Hancock Funds, LLC
Johnston, Lemon & Co. Incorporated
JPMorgan Chase & Co.
KGS Alpha Capital Markets LP
Knight Capital Group, Inc.
The Lamport Foundation
LCH.Clearnet Limited
Lebenthal & Co., LLC
Legent Clearing LLC
Lincoln Financial Distributors
Liquidnet, Inc.
Loews Corporation
Lombard Securities Incorporated
Loomis, Sayles & Company, L.P.
Loop Capital Markets LLC
LPL Financial, LLC
Marin Gibson
Matthew Capdevielle
McGraw-Hill
M & I Financial Advisors, Inc.
M.R. Beal & Company
Macquarie Capital (USA) Inc.
Macquarie Private Wealth Corp.
Madison Avenue Securities, Inc.
MarketAxess Corporation
Marriott Marquis
Marsh & McLennan
Marwood Group & Co. USA
Mayer Brown LLP
MBIA, Inc.
McDonald Partners, LLC
Melvin Securities, LLC
Meritus Financial Group, Inc.
2012 Partners SIFMA FOUNDATION
Metratech Corporation
MGI Securities (USA) Inc.
MKP Capital Management, L.L.C.
MMC Securities Corp.
MML Investor Services, Inc.
MNI / Deutsche Börse
Moors & Cabot
Morgan Stanley & Co., LLC
Morgan Stanley Investment Management
Morgan Stanley, Operations, Technology and Data
nabSecurities
NASDAQ OMX
National Bank of Canada Financial
National Foundation for Affordable Housing Solutions
Newedge USA, LLC
NYSE Euronext
Niagara International Capital Limited
Nina McLemore
Numerix
O’Connor & Company Securities, Inc.
OM Securities, LLC
Omgeo LLC
OppenheimerFunds Distributor, Inc.
Opus Capital Markets Consultants LLC
Oriental Financial Services, Corp.
Patrina Corporation
Paul Hastings LLP
PEFCO
Petersen Investments, Inc.
Pierpont Securities LLC
PIMCO
Piper Jaffray & Co.
Planned Investment Co., Inc.
PNC
Price Family Foundation
PricewaterhouseCoopers LLP
Proskauer Rose LLP
Putnam Investment Management
R.W. Smith & Associates, Inc.
Rabo Securities USA, Inc.
RBC Capital Markets Corporation
RBC Wealth Management
RD Capital Group Inc.
Regional Brokers Inc.
Richards Kibbe & Orbe LLP
Ridge Clearing & Outsourcing Solutions, Inc.
Robinson & Robinson, Inc.
Rockfleet Financial Services
S&P Capital IQ
Safra Securities
Sanford C. Bernstein & Co., LLC
Sapient Corporation
Schulte Roth & Zabel LLP
Scotia Capital
Scott & Stringfellow, LLC
Scott-Macon Securities, Inc.
Scottrade, Inc.