ATR Asset Management (ATRAM)
The ATR Asset Management Group (ATRAM) is an independent asset management firm servicing both institutional and retail clients through mutual funds, unit investment trust funds, and segregated portfolios. ATRAM operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust).
ATRAM's stability comes from its key investment personnel having ownership in the firm, and from its management team having worked together for many years. ATRAM's senior portfolio managers have extensive experience in managing portfolios through several market cycles over the past 20 years.
ATRAM was awarded the Fund House of the Year in 2014 and 2015 by the Asian Investor Investment Performance Awards while also receiving the Philippine Rising Star Award from The Asset.
ATRAM MF is currently the investment manager for seven mutual funds registered with the Securities and Exchange Commission (SEC):
•ATRAM Philippine Balanced Fund, Inc.
•ATRAM Philippine Equity Opportunity Fund, Inc.
•ATRAM Alpha Opportunity Fund, Inc.
•ATRAM AsiaPlus Equity Fund, Inc.
•ATRAM Total Return Dollar Bond Fund, Inc.
•ATRAM Corporate Bond Fund, Inc.
•ATRAM Dynamic Allocation Fund, Inc.
BPI Investment Management, Inc. (BIMI)
BPI Investment Management, Inc. (BIMI) has been responsible in formulating and executing the investment strategies of the country's largest & most established mutual fund group - ALFM Mutual Funds. A wholly-owned subsidiary of the Bank of the Philippine Islands, BPI Investment was first established in 1974 as Ayala Investment Management, Inc. With the use of state-of-the-art technology, intensive financial experience and a focus on innovation, the company is a strong industry player and has garnered multiple awards over the years.
Below is the complete list of funds under the management of BIMI:
ALFM Funds Group
•ALFM Money Market Fund, Inc.
•ALFM Peso Bond Fund, Inc.
•ALFM Dollar Bond Fund, Inc.
•ALFM Euro Bond Fund, Inc.
•ALFM Growth Fund, Inc.
•Philippine Stock Index Fund Corp.
•Bahay Pari Solidaritas Fund, Inc.
•Ekklesia Mutual Fund, Inc.
First Metro Asset Management, Inc. (FAMI)
First Metro Asset Management, Inc. (FAMI) was established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation to engage in the mutual fund business, promote savings mobilization and advocate investment literacy among Filipinos.
FAMI is the investment manager, administrator, and principal distributor of the Save and Learn Mutual Funds and the following funds:
•First Metro Save and Learn Fixed Income Fund
•First Metro Save and Learn Balanced Fund
•First Metro Save and Learn Equity Fund
•First Metro Save and Learn Dollar Bond Fund
•OWN Mutual Fund
•First Metro Philippine Equity Exchange Traded Fund
Philam Asset Management, Inc. (PAMI)
Philam Asset Management, Inc. (PAMI) is a wholly owned company of Philam Life - the largest and most profitable insurance company in the Philippines and the undisputed market leader for over 60 years - which is a member company of the AIA Group, the largest pan-Asian life insurance group that has a unique heritage of serving the world's most dynamic region for 90 years. Established in 1992, PAMI is one of the largest asset and wealth managers in the local mutual fund industry.
PAMI currently administers, distributes and provides investment advisory to nine (9) mutual funds:
Fixed Income funds for conservative investors:
•Philam Managed Income Fund
•Philam Bond Fund
•Philam Dollar Bond Fund
Equity-laced funds for the moderate to aggressive investors:
•PAMI Horizon Fund
•PAMI Equity Index Fund
•Philam Strategic Growth Fund
•PAMI Asia Balanced Fund
•PAMI Global Bond Fund
From 2010-2015, PAMI was also given the Reader's Digest Gold Trusted Brand Award for the Investment Fund Category in the Philippines.
Philequity Management, Inc. (PEMI)
Philequity Management Inc. (PEMI) is an investment management company which was established in 1994 for the purpose of achieving consistent and long-term above average returns for its investors. Philequity Management, Inc. is 51% owned by Vantage Equities, a PSE-listed company which strategically invests in companies operating in the financial industry. Philequity Management was founded by a group of stockbrokers in order to manage the flagship Philequity Fund. The company's Investment Committee is composed of Mr. Wilson Sy, Mr. Roberto Lorayes, Mr. Edmundo Bunyi, Jr., Mr. Ignacio B. Gimenez and Mr. Jerome Gonzalez. Together, they have accumulated over a century's worth of investment experience.
In 2010, PEMI also garnered the following Lipper Fund Awards:
•Philequity Fund: Best Fund over 5-years Equity, Philippines
•Philequity Bond Fund: Best Fund over 5-years Bond, Philippines Peso
Lipper, a Thomson Reuters company, is a global leader for supplying mutual fund information, ratings, analytical tools and commentary.
The following open-ended mutual funds available to the public are being managed by PEMI:
•Philequity PSE Index Fund
•Philequity Dividend Yield Fund
•Philequity Peso Bond Fund
•Philequity Dollar Income Fund
Sun Life Asset Management Company, Inc. (SLAMCI)
Sun Life Asset Management Company, Inc. (SLAMCI) is the fund manager and principal distributor of the Sun Life Prosperity Funds and is a wholly-owned subsidiary of Sun Life of Canada (Philippines), Inc. (SLOCPI).
SLAMCI acts as the adviser, administrator, and provides management, and all required operational services for the family of the Sun Life Prosperity Funds:
•Sun Life Prosperity Money Market Fund
•Sun Life Prosperity GS Fund
•Sun Life Prosperity Bond Fund
•Sun Life Prosperity Balanced Fund
•Sun Life Prosperity Dynamic Fund
•Sun Life Prosperity Philippine Equity Fund
•Sun Life Prosperity Philippine Stock Index Fund
•Sun Life Prosperity Dollar Abundance Fund
•Sun Life Prosperity Dollar Advantage Fund
The company benefits from the expertise of Sun Life Financial, a global force in financial services with international operations, subsidiaries and joint ventures serving millions of people in Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Indonesia, India, and China.