Training Financial Analysts for Smes

The general objective of this project is to promote the development of small- and medium-sized enterprises (SMEs) in the Region (Mexico, Colombia and Venezuela) by improving their capacity to access financial markets and increasing their supply of skilled management. The project would specifically contribute to foster capital movements to the participating countries by enhancing the quality of financial research expertise as well as the quality, transparency, and distribution of financial information to national and international sources of capital. The project will transfer to the participating Latin American educational institutions and local financial analysts the unique know-how developed by Tulane University to produce and implement "Burkenroad Reports" for SMEs. This would be accomplished by: a) training professors of the participating institutions on financial research and investment issues, related to the "Burkenroad Reports" preparation; b) development of courses to be offered by the trained professors to students and other practitioners; and c) preparation and dissemination of the Burkenroad Reports.

Project Detail

Country

Regional

Project Number

TC0004008

Approval Date

January 17, 2001

Project Status

Closed

Project Type

Technical Cooperation

Sector

EDUCATION

Subsector

EDUCATION

Lending Instrument

Lending Instrument Code

Modality

Facility Type

Environmental and Social Impact Category (ESIC)

Total Cost

USD 1,484,500.00

Country Counterpart Financing

USD 724,500.00

Original Amount Approved

USD 760,000.00

Financial Information

Operation Number	Lending Type	Reporting Currency	Reporting Date	Signed Date	Fund	Financial Instrument
ATN/ME-7308-RG	Non-Sovereign Guaranteed	USD - United States Dollar	May. 31, 2025	May. 25, 2001	Multilateral Investment Fund II (MIF) -	Nonreimbursable

Operation Number

ATN/ME-7308-RG

Lending Type: Non-Sovereign Guaranteed
Reporting Currency: USD - United States Dollar
Reporting Date: May. 31, 2025
Signed Date: May. 25, 2001
Fund: Multilateral Investment Fund II (MIF) -
Financial Instrument: Nonreimbursable

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Implementation Phase

https://www.iadb.org/document.cfm?id=EZSHARE-179713381-3936

Project Performance Monitoring Reports

PPMR for MIF project TC0004008 - ATN_ME-7308-RG July, 2001 [1786837].PDF

Dec. 31, 1999

Spanish

https://www.iadb.org/document.cfm?id=EZSHARE-2068403537-6405

Procurement Plan

Plan de Adquisiciones 2004 [289112].DOC

Dec. 31, 1999

Other

https://www.iadb.org/document.cfm?id=EZSHARE-917344851-121

Donors Memorandum

Capacitación de analistas financieros para pequeñas y medianas empresas [424215].PDF

Dec. 31, 1999

Spanish

https://www.iadb.org/document.cfm?id=EZSHARE-917344851-108

Donors Memorandum

Training of Financial Analysts for SMEs [422476].PDF

Dec. 31, 1999

English

Closed Phase

https://www.iadb.org/document.cfm?id=EZSHARE-179713381-1349

Project Completion Report

Capacitacion Analistas Financieros PyMEs - MIF_AT-390 [1406399].DOC

Dec. 31, 1999

Spanish