- Best Overall Asset & Fund Manager (8th win in 9years) – Alpha Southeast Asia’s Fund Management Awards 2024
- Best Asset Manager for Equity, Fixed Income, Index Equity, and Open Ended Funds – Alpha Southeast Asia Fund Management Awards 2024
- Best Fund with optimal Sharpe ratio – Alpha Southeast Asia Fund Management Awards 2024
- Best Managed Fund of the Year for Dollar Global Equity Feeder Fund category (BPI US Equity Index Feeder Fund) – CFA Society Philippines Best Managed Funds of the Year Awards
- Best Managed Fund of the Year for Dollar Equity Fund category (BPI Global Equity Fund-of-Funds) – CFA Society Philippines Best Managed Funds Awards
- Best Managed Fund of the Year for Peso Equity Fund category (BPI Philippine Infrastructure Equity Index Fund) – CFA Society Philippines Best Managed Funds of the Year Awards
- Asset Management Company of the Year - Highly Commended (Philippines) – The Asset
- The Asset Triple A Sustainable Investing Awards 2024 for Institutional Investor, ETF and Asset Servicing Providers – The Asset
- Best Asset Manager – Philippines – International Finance Awards 2024
- International Finance Awards 2023 (8th consecutive year) – International Finance Awards 2024
- Best Wealth Manager for Digital CX in the Philippines – The Digital Banker – Digital CX Awards 2024
- Best Digital CX with Digital Account Opening and Customer Onboarding (Wealth Management) process – The Digital Banker – Digital CX Awards 2024
BPI Wealth is a multi-awarded fund house recognized by institutions in the local and global investment management communities.
These awards were given after the commencement of standalone trust operations in 2017.
2024
2023
- Best Overall Asset & Fund Manager (7th win in 8 years) – Alpha Southeast Asia’s Fund Management Awards 2023
- Best Asset Manager (Fixed Income Funds), Alpha Southeast Asia’s Fund Management Awards 2023
- Best Managed Fund of the Year for Peso Balanced Fund category (Odyssey Diversified Balanced Fund) – Chartered Financial Analyst Society of the Philippines
- Best Asset Manager – Philippines, International Finance Awards 2023
- Award of Merit - 9.9 BPI Investival – The 20th Quill Awards 2023
2022
- Best Managed Fund of the Year for Equity Dollar category (BPI Invest Global Equity Fund-of-Funds), Chartered Financial Analyst Society of the Philippines
- Best Asset Manager - Philippines, International Finance Awards 2022
- Best Overall Asset & Fund Manager (6th win in 7 years), Best Asset Manager (Money Market Funds), Best Asset Manager (Equity and Fixed Income Funds), Alpha Southeast Asia's Fund Management Awards 2022
2021
- Best Asset Manager - Philippines, International Finance Awards 2021
- Asset Management Company of the Year - Highly Commended (awarded in the 4th year), The Asset Triple A Sustainable Investing Awards 2021 for Institutional Investor, ETF and Asset Servicing Providers
- Best Overall Asset & Fund Manager, Best Asset Manager (Fixed Income Funds), Best Asset Manager (Equity Funds), Best Fund Manager for Pension Mandates & Private Retirement Schemes, Alpha Southeast Asia 12th Annual Fund Management Awards 2021
- Best Managed Fund of the Year for Equity Dollar category (BPI Invest Global Equity Fund-of-Funds), Best Managed Fund of the Year for Long-Term Dollar Bond category (Odyssey Philippine Dollar Bond Fund), Chartered Financial Analyst Society of the Philippines
2020
- Best Managed Fund of the Year for Equity Dollar category (BPI Invest Global Equity Fund-of-Funds), Chartered Financial Analyst Society of the Philippines
- Best Overall Asset and Fund Manager, Best Asset Manager (Money Market Funds) - awarded for the 2nd consecutive year, Best Fund with the Optimal Information Ratio (BPI Invest Money Market Fund), Alpha Southeast Asia’s Fund Management Awards 2020
- Best Asset Manager - Philippines, International Finance Awards 2020
- Asset Management Company of the Year - Highly Commended (awarded for the 3rd year), The Asset Triple A Sustainable Investing Awards 2020 for Institutional Investor, ETF and Asset Servicing Providers
2019
- Asset Management Company of the Year - Highly Commended, The Asset Triple A Asset Servicing, Institutional Investor and Insurance Awards 2019
- Best Asset Manager - Philippines, International Finance Awards 2019
- Best Asset Manager (BPI Invest Money Market & BPI Invest Balanced Funds) and Best Fund with the optimal information ratio, Alpha Southeast Asia’s Fund Management Awards 2019
- Best Managed Funds of the Year for Balanced Peso and Equity Dollar category (BPI Invest Balanced Fund & BPI Invest Global Equity Fund-of-Funds), Chartered Financial Analyst Society of the Philippines
- Best Fund Product (BPI Invest Global Equity Fund-of-Funds) Philippines 2019, 2019 Global Banking & Finance Review Awards
Related information
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Our three fundamental principles are Long Term Focus, Value Orientation, and Risk Management.
Company Overview
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