Press Release
Jul 13, 2023

BPI Asset Management and Trust Corporation (BPI Trust), the wealth management arm of the Bank of the Philippine Islands (BPI), bagged three major awards at the recently concluded 13th Annual Alpha Southeast Asia Fund Management Awards 2022, continuing a winning streak.

 

Beating the largest fund houses in the Philippines, BPI Trust brought home its sixth trophy as the Best Overall Asset & Fund Manager in the Philippines. The company was also hailed as the Best Asset Manager for Money Market Funds, and Best Asset Manager for Equity and Fixed Income Funds. These awards come after it received recognition from the International Finance Awards as the Best Asset Manager in the Philippines.

 

"These recognitions are a testament to BPI Trust’s strength and position in the investment space in the Philippines today. Amid a challenging investment landscape, these accolades inspire us to continue to do more by serving the investing public with the most innovative products, tools, and investment solutions to help them grow their wealth,” said Maria Theresa D. Marcial, BPI Trust President and CEO.

 

Established in 2007, Alpha Southeast Asia is the first independent institutional investment magazine with a pure Southeast Asian focus. Based in Hong Kong, the Fund Management Awards are held annually, aiming to put a spotlight and recognize leading multi-asset fund management companies with an overall long-term outstanding performance as exemplified in their integrated, digital client experience, solid and transparent investment process, secured risk management, proper investment accounting systems, quality investment research, advanced portfolio management and diversification, and above par risk-adjusted returns.

 

Innovation at its core
As the largest standalone trust company in the Philippines, BPI Trust sits on a total of over Php 890 Bn in assets under management as of March 2022, with 18 percent market share of the trust industry in the Philippines. The company is home to 37 multi-awarded and innovative BPI Invest funds that allow Filipinos to access the fastest growing industries in the local and global investment space.

 

This year, the company celebrated another milestone when it launched three new, innovative investment products under its BPI Invest Sustainable Fund Suite, composed of funds offered in different asset classes. The new Unit Investment Trust Funds (UITFs) are now available for Filipino investors who seek to gain financial returns while investing in companies that adhere to the highest global environmental, social, and governance (ESG) standards or are directly tied to sustainability projects and other enabling initiatives.

 

BPI Trust aims to follow its parent bank as it continues to put sustainability front and center to provide opportunities for financial wellness for individuals, communities, and businesses from different economic backgrounds, as well as financing geared towards a greener economy and society.

 

BPI Trust remains at the forefront of financial inclusion in the country by ensuring that there is a suitable BPI Invest Fund that addresses the unique needs of clients, wherever they are in their investment journey. To know more, visit the BPI Trust page.

 

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