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OAS Capital Fund: Historical Background, Financial Performance, and Recommendations

This presentation provides a historical background of the OAS Capital Fund for Fellowships, Scholarships, and Training Programs. It also analyzes its current financial situation and offers recommendations for future improvements.

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OAS Capital Fund: Historical Background, Financial Performance, and Recommendations

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  1. OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs: Financial Assessment DEPARTMENT OF BUDGETARY AND FINANCIAL SERVICES NOVEMBER 2008

  2. What is covered in this presentation? I. Historical Background and Current Financial Situation II. Financial Performance Benchmark III. Recommendations

  3. OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs I Historical Background and Current Financial Situation

  4. Historical BackgroundOAS Capital Fund for Fellowships, Scholarships and Training Programs • Initially established by resolution AG/RES. 1460 (XXVII/97). • The Capital Fund received US$5,000,000 as a capital contribution pursuant to CP/RES.831 in 2003. • Purpose • Support human resource development in member states. • Align the development objectives and priorities of the OAS adopted in the strategic plan of CIDI. • Invite the member states and permanent observers to make voluntary contributions. • Promote private-sector donations to the Capital Fund. • Ensure the long-term financial stability of the OAS initiatives. OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs

  5. Current Financial SituationOAS Capital Fund for Fellowships, Scholarships and Training Programs 5

  6. II Financial Performance Benchmark 1/1/2020 6 OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs

  7. Financial Performance BenchmarkOAS Capital Fund for Fellowships, Scholarships and Training Programs 1/1/2020 7 OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs

  8. Financial Performance BenchmarkOAS Capital Fund for Fellowships, Scholarships and Training Programs Current Investment Strategy vs. Investment Scenario assuming ROWE Fund Strategy 1/1/2020 8 OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs

  9. Financial PerformanceOAS Capital Fund for Fellowships, Scholarships and Training Programs • CURRENT INVESTMENT STRATEGY: • Advantages • Good asset protection that guaranties capital preservation. • Capital investments can easily be accessible. • Low transaction and maintenance cost. • Disadvantages • Ensures lower return on investments. • Not designed for long term growth investment strategy. 1/1/2020 9 OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs

  10. III Recommendations OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs

  11. Strategic alternatives and Next StepsOAS Capital Fund for Fellowships, Scholarships and Training Programs • Recommendations • Promote the existence of the Capital Fund to further the OAS mandates and to acquire contributions from member states and permanent observers, as well as private-sector donations through strategic partnerships with 501(c)3 organizations, like the Trust for the Americas. • Develop a disbursement policy in line with a projected disbursement schedule to then establish an investment strategy. • Investments should be diversified among instruments. • Invest in high quality securities in order to reduce risk. 1/1/2020 11 OAS CAPITAL FUND for Fellowships, Scholarships and Training Programs

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