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UPJFA Return on Investment (ROI)

UPJFA Return on Investment (ROI) is a three-weekend case competition that aims to empower senior high school students to engage in financial literacy. With financial workshops and talks, it serves as the first step towards building a financially literate generation. ROI 2021: Conquer Your Tomorrow, held last November 6, 13, and 27, had a total of 245 participants from senior high schools all over the Philippines. This year’s ROI focused on creating value through the different talks about financial instruments, compounding the interest earned from investments, and challenging the participants’ resistance through a culminating case competition.

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The top 5 finalists of the competition from a pool of 63 teams all over the Philippines were Team Arrupe from Ateneo De Zamboanga University Senior High School, DLSU IS Team A and B from De La Salle University-Integrated School, FINasaya from St. Scholastica’s Academy of Marikina, and ICA Nicole, Nadine, & Jermaine from Immaculate Conception Academy-Greenhills. The 2nd runner up was DLSU IS Team A and the 1st runner up was ICA Nicole, Nadine, & Jermaine. The final champion who presented the most realistic investment plan was Team FINasaya from St. Scholastica’s Academy of Marikina!

The success of this event wouldn’t be possible without event sponsors. ROI 2021 would like to especially thank year-long sponsors. The gold sponsors, Macquarie and CFA Society; the silver sponsors, GCash, COL Financial, PDAX, and Accenture; and the bronze sponsor, D&L. This event would also not be possible without ROI’s gold sponsors: Unilever and Altpaynet; and the silver sponsor Manulife. The organizers also like to give a shout-out to the event’s media partners: BusinessMirror, Adobo Magazine, and WhenInManila.

The ROI team would like to express sincere gratitude to the event speakers: Dylan Berdin from UPJFA, Jong Layug from GCash, Karen Jonas from CFA Society Philippines, Zedric Matubis from Manulife, Paolo Tomacruz from Investagrams, Kenneth Hungchiuming from PDAX, and Anne Raqueno and Vince Cortes from Macquarie. And appreciation to the case competition judges: Ryan Acorda, Clarah Villasenor, Mikhael Magana, and Bret Urmeneta.

“Given that we had several talks, and each time we were given different sets of speakers, I love how each one [of] them really emphasized that as early as now, we should already invest and learn how to manage our finances despite in our current situation wherein there is a pandemic. This shows that even if you are young and is currently only enrolled in senior high this should not prevent or hinder you from investing and budgeting your finances properly.” – ROI 2021 Participant