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BPI Asset Management, Inc.

April 6, 2012 by Leave a Comment




BPI Asset Management, Inc. is one of the largest institution in the investment management community in the Philippines. Anchored on BPI’s 160 years in banking and finance, BPI Asset Management has a long track record of managing assets of both institutional and individual investors through innovative investment products and solutions considered to be the most complete in the industry.

BPI Asset’s diverse client base spans a broad spectrum to consist of institutional accounts as well as high net worth and mass affluent individual investors. They also cater to individuals who are starting to build their wealth.

BPI ASSETS UNDER MANAGEMENT

 

As the asset management industry worldwide recovers after the global financial crisis, global assets under management (AUM) rose significantly presenting tremendous opportunities and challenges. The Asia Pacific region registered the highest growth in 2009. Not to be outstaged, the Philippines recorded an AUM growth that outpaced the global industry trend for the same period. More remarkably, BPI Asset Management led this growth by expanding 49.8% in the same year. The recent acquisition of ING Investment Management Philippines further created a much stronger investment organization in the Philippine asset management and trust industry.

PRODUCTS & SERVICES DIRECTORY

Investment Funds

 

Mutual Funds

  • ALFM Money Market Fund
  • ALFM Peso Bond Fund
  • ALFM Dollar Bond Fund
  • ALFM Euro Bond Fund
  • Ekklesia Mutual Fund
  • ALFM Growth Fund
  • Philippine Stock Index Fund
  • Bahay Pari Solidaritas Fund
Fund Name
Fund Type
Risk Profile
Minimum Initial Investment
Minimum Additional Investment
Exit Fee
Holding Period (days)
Management Fee
ALFM Money Market Fund Money Market Fund Conservative Php10,000.00 Php1,000.00 1% 30 0.75%
ALFM Peso Bond Fund Medium Term Bond Fund Moderately Conservative Php10,000.00 Php1,000.00 1% 180 1.50%
ALFM Euro Bond Fund Medium Term Bond Fund Moderately Conservative EUR 500.00 EUR 100.00 1% 180 0.50%
ALFM Dollar Bond Fund Medium Term Bond Fund Moderately Aggressive USD 500.00 USD 100.00 1% 180 1.25%
Ekklesia Mutual Fund Medium to Long Term Bond Fund Moderately Aggressive Php5,000.00 Php1,000.00 1% 180 1.75%
ALFM Growth Fund Long Term Balanced Fund Aggressive Php10,000.00 Php1,000.00 1% 180 2.00%
Philippine Stock Index Fund Index Tracker Equity Fund Aggressive Php10,000.00 Php1,000.00 1% 180 1.50%
Bahay Pari Solidaritas Fund Medium to Long Term Balanced Fund Aggressive Php5,000.00 Php1,000.00 1% 180 2.00%

 

BPI Investment Funds

  • BPI Short Term Fund
  • BPI Premium Bond Fund
  • BPI Institutional Fund
  • BPI International Fund Plus
  • BPI Global Philippine Fund
  • ABF Philippines Bond Index Fund
  • BPI Balanced Fund
  • BPI Equity Fund
  • Philippine Dollar Bond Index Fund
  • BPI Global Equity Fund

Odyssey Funds

  • Odyssey Peso Cash Management Fund
  • Odyssey Peso Income Fund
  • Odyssey Peso Bond Fund
  • Odyssey Tax Exempt Peso Fixed Income Fund
  • Odyssey Philippine Dollar Bond Fund
  • Odyssey Emerging Market Bond Fund
  • Odyssey Tax Exempt Philippine Dollar Fixed Income Fund
  • Odyssey Diversified Capital Fund
  • Odyssey Diversified Balanced Fund
  • Odyssey Philippine Equity Fund
  • Odyssey Philippine High Conviction Equity Fund
  • Odyssey Tax Exempt Philippine Equity Fund
  • Odyssey Asia Pacific High Dividend Equity Fund

Institutional Fund Management

 

Fund Management Solutions

  • Corporate and Institutional Funds
    - Corporations
    - Educational Institutions
    - Religious Organizations
    - Foundations
  • Pension and Provident Funds

Other Fiduciary Solutions

  • Securities Custody Account
  • Mortgage Trust Indenture
  • Escrow Agency
  • Asset or Mortgage-Backed Security
  • Facility Agency or Bond Trusteeship

Wealth Management

  • Special Purpose Trust Participation in BSP Special Deposit Account
  • Living Trust
  • Investment Management Account
  • Securities Custody Account
  • Regular Subscription Plan
  • PERA (Personal Equity & Retirement Account)


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About Nick Raquel

Nick Raquel is the webmaster of MutualFundPhilippines.com. He is an investor, both on Mutual Funds and Stock Market, and sometimes, an occasional Forex Trader.He took a lot of seminars for personal finance, two of which are the module offered by the Registered Financial Planning (RFP) Philippines and the training/seminar conducted for Certified Investment Solicitors. He is not a finance professional. He just want to share all of his ideas, having an above average knowledge of the investment world because of his fascinating interest on it. He is a Certified Public Accountant (CPA), although working as an IT professional.

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