BPI investment funds named best in class at CFA Society awards

BPI CFA Society awards
BPI AMTC Chief Investment Officer Smith Chua (second from right) and Head of Investment Solutions, Allen Martin Dee receive (second from left) the trophy for 2019 Best Dollar Equity Fund for BPI Global Equity Fund-of-Funds from CFA Society Philippines. BPI Balanced Fund was also named as the winner in the Peso Balanced Fund Category. Credits to BPI.

The Bank of the Philippine Islands (BPI) investments funds management were named the best in two classes at the Chartered Financial Analyst (CFA) Society Philippines’ 2019 Best Managed Fund of the Year Awards.

BPI Asset Management and Trust Corporation (AMTC) took home two trophies from the CFA Society Awards held during the Philippine Junior Finance and Investment Summit 2019 on September 7, 2019 at the SMX Convention Center–Manila.

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BPI AMTC was awarded from among a total of 89 funds from 16 investment houses and Trust Institutions that competed in this year’s search.

BPI AMTC received the following awards:

  1. Winner, Peso Balanced Fund Category for BPI Balanced Fund
  2. Winner, Dollar Equity Fund Category for BPI Global Equity Fund-of-Funds

“We are pleased to be recognized for not one, but two of our product offerings. These awards are an affirmation of our tried-and-tested methods of delivering the best possible investment outcomes for our clients,” said BPI AMTC Chief Investment Officer Smith Chua in a media release sent to Good News Pilipinas.

“What we offer our clients is the assurance that they are with a company with unmatched consistency, longevity, and reliability. Our performance over the decades has certainly proven that we are a brand that can be relied on for their long-term prosperity,” said Sheila Marie Tan, President and CEO of BPI AMTC.

BPI lead economist Emilio Neri Jr. was also one of the featured speakers at the Philippine Junior Finance and Investment Summit.

Asset Awards recipient Emilio Neri Jr., Vice President and lead economist of BPI shares the possibility of misinterpretation of leading indicator of inverting yield curve due to lack of supply of long term bond by major central bank. Credits to CFA Society.

The CFA Society Philippines is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers and other financial practitioners. It holds an annual search for the best managed funds among local investment companies to meet its goal of elevating industry standards and practices.

BPI AMTC is the Philippines largest and first bank-originated standalone corporation. It has over P 670-billion in assets under management (AUM) and an impressive track record of nearly six decades of consistently positive performance. As a wholly-owned subsidiary of the Bank of the Philippine Islands (BPI), BPI AMTC also benefits from its parent company’s 168 years of banking excellence and innovation.

BPI previously received multiple awards from various regional award-giving bodies for its investment banking practices, including the Asia Risk Awards.

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SEND congratulations in the comments below to BPI for its receiving recognition for its investment funds management!

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The Good News Pilipinas Team is a group of Filipino journalists who advocate putting more good news stories about the Philippines and Filipinos on the media.