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metadata
dataset_info:
  - config_name: Approved Collective Investment Schemes
    features:
      - name: Scheme
        dtype: string
      - name: Funds
        sequence: string
    splits:
      - name: data
        num_bytes: 8414
        num_examples: 49
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    dataset_size: 8414
  - config_name: Processed Investment Schemes Records
    features:
      - name: entry_type
        dtype:
          class_label:
            names:
              '0': ASSETS_UNDER_MANAGEMENT
              '1': EFFECTIVE_ANNUAL_RATE
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        dtype: timestamp[ns]
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      - name: entry_scheme
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    dataset_size: 4865853
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configs:
  - config_name: Approved Collective Investment Schemes
    data_files:
      - split: data
        path: Approved Collective Investment Schemes/data-*
  - config_name: Processed Investment Schemes Records
    data_files:
      - split: data
        path: Processed Investment Schemes Records/data-*
  - config_name: Raw Cytonn Reports
    data_files:
      - split: data
        path: Raw Cytonn Reports/data-*

Kenyan Collective Investment Schemes Dataset

Introduction

This dataset provides comprehensive information on Kenyan Collective Investment Schemes, with a particular focus on Money Market Funds (MMFs) from 2014 to 2024. It is the result of extensive data collection, cleaning, and analysis efforts aimed at providing researchers, analysts, and industry professionals with reliable data on Kenya's investment landscape.

For a detailed description of the methodology and analysis, please refer to the original post: Kenyan Collective Investment Schemes Dataset

Dataset Description

This dataset contains information on Effective Annual Rates for Money Market Funds (KES) and Assets Under Management for Kenyan Collective Investment Schemes. The data has been sourced from Capital Markets Authority reports and Cytonn Research publications, covering a period from 2014 to 2024.

Contents

The dataset is divided into three main components:

  1. Raw Cytonn Reports: Original market research reports from Cytonn, dating back to 2014.
  2. Approved Collective Investment Schemes: Official listings of CMA-approved collective investment schemes.
  3. Processed Investment Schemes Records: Cleaned and structured data on fund performance, assets under management, and other key metrics.

Usage

To use this dataset in your research or analysis:

  1. Access the data through the Hugging Face interface or via API calls.
  2. Refer to the documentation for details on data structure, variable definitions, and any limitations.
  3. Use the processed data for immediate analysis or refer to the raw data for custom processing.

Example code for loading the dataset using the Hugging Face Datasets library:

from datasets import load_dataset

dataset = load_dataset("ToKnow-ai/Kenyan-Collective-Investment-Schemes-Dataset")

Citation

If you use this dataset in your research, please cite it as follows:

@misc{kabui2024,
  author = {Kabui, Charles},
  title = {Kenyan {Collective} {Investment} {Schemes} {Dataset}},
  date = {2024-10-04},
  year = {2024},
  publisher = {Hugging Face},
  journal = {ToKnow.ai},
  howpublished = {\url{https://huggingface.co/datasets/ToKnow-ai/Kenyan-Collective-Investment-Schemes-Dataset}},
  url = {https://toknow.ai/posts/kenyan-collective-investment-schemes-dataset/index.html},
  langid = {en-GB},
  abstract = {This study presents a comprehensive dataset of Kenyan
    Collective Investment Schemes and their performance from 2014 to
    2024. By leveraging web crawling techniques on Capital Markets
    Authority (CMA) and Cytonn Research reports, we compiled data on
    Effective Annual Rates for Money Market Funds (KES) and Assets Under
    Management for the schemes (Money Market Fund, Equity Fund, Fixed
    Income Fund, Balanced Fund, and Special Funds). The research process
    involved data sourcing, cleaning, and basic exploratory analysis,
    resulting in a standardized dataset suitable for further research.
    We provide two primary visualizations: plots of Annual Rates for
    MMFs (KES) and Assets Under Management over time. This dataset aims
    to serve as a foundation for researchers, investors, and industry
    stakeholders to conduct more in-depth analyses of Kenya’s collective
    investment landscape. By archiving and publishing this data, we
    contribute to the accessibility and transparency of financial
    information in the Kenyan market.}
}

License

This dataset is made available under GNU GENERAL PUBLIC LICENSE. Please refer to the LICENSE file for more details.

Acknowledgements

We thank Cytonn Research for their comprehensive market reports which form a significant part of this dataset. We also acknowledge the Capital Markets Authority of Kenya for providing information on approved schemes.

Contact

For questions or feedback regarding this dataset, please open an issue on the Hugging Face dataset repository or contact [CONTACT_INFORMATION].