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Company Profile

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 an investment management company adviser licensed by the Philippine Securities and Exchange Commission to manage and distribute mutual funds. FAMI is the investment manager, administrator, and principal distributor of First Metro mutual funds and First Metro Philippine Equity Exchange Traded Fund (FMETF), the country’s first Exchange-Traded Fund (ETF).

Ownership Structure

First Metro Investment Corporation (FMIC) is the investment banking arm of Metrobank Group – one of the largest conglomerate in the Philippines. First Metro holds the distinction of being the only publicly listed investment house among the 44 member institutions of the Investment Houses Association of the Philippines.

Catholic Educational Association of the Philippines (CEAP) is a nationwide network of private Catholic educational institutions in the Philippines founded in 1941. It now has more than 1,484 member-schools and more than 120 superintendents of Catholic Schools. It is a voluntary organization which operates through regional educational associations located in the 17 regions of the country.

Marist Brothers Foundation is an international Catholic religious congregation with around 5,000 members in more than 70 countries.

Key Officers


Francisco C. Sebastian
Chairman


Augusto M. Cosio, Jr.
President


Rey DC Erlano
First Vice President


Edwin B. Valeroso
First Vice President


Marie Arabella D. Veron
First Vice President/Treasurer


Nimfa B. Pastrana
Corporate Secretary


Jonathan T. Tabac
Compliance Officer

Company History

2018

First Metro Consumer Fund on MSCI Philippines IMI, Inc. was launched.

2015

First Metro Exchange-Traded Fund (FMETF) was recognized as Asia’s Best Emerging Market ETF.
FAMI was awarded ASEAN’s Best ETF Manager.

2014

FAMI hits Php14 Billion AUM.

2013

FAMI launched the country’s first exchange-traded fund, First Metro Exchange-Traded Fund (FMETF) and One Wealthy Nation, Inc. (OWN).

2012

First Metro Save & Learn Money Market Fund was converted to First Metro Save & Learn Dollar Bond Fund.

2010

Assignment of new President, Mr. Augusto “Gus” M. Cosio, Jr.

2009

FAMI launched Monthly Investment Program (MIP).
The Philippine Securities and Exchange Commission (SEC) approved the public offering of the shares of First Metro Save and Learn Money Market Fund.

2008

First Metro Save & Learn Money Market Fund was launched.

2005

The Catholic Educational Association of the Philippines (CEAP) signed a joint venture agreement with the Marist Development Foundation and First Metro Investment Corporation to establish First Metro Asset Management, Inc. (FAMI). First Metro Save & Learn Equity Fund, First Metro Save & Learn Balanced Fund and First Metro Save & Learn Fixed Income Fund.

Awards

2009
Equity Fund Segment Category

3-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.


2011
Bond Fund Segment Category

1-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
3-year return – 2nd Place: First Metro Save & Learn Fixed Income Fund, Inc.
5-year return – 3rd Place: First Metro Save & Learn Fixed Income Fund, Inc.

Equity Fund Segment Category
1-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.

Money Market Fund Segment Category
1-year return – 3rd Place: First Metro Save & Learn Money Market Fund, Inc.

Balanced Fund Segment – Peso Denominated Category
1-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.


2012
Bond Fund Segment Category

1-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
3-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.

Equity Fund Segment Category
1-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.
3-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.

Money Market Fund Segment Category
1-year return – 2nd Place: First Metro Save & Learn Money Market Fund, Inc.

Balanced Fund Segment – Peso Denominated Category
1-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.
3-year return – 2nd Place: First Metro Save & Learn Balanced Fund, Inc.


2013
Bond Fund Segment Category

1-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
3-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.

Equity Fund Segment Category
3-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.

Money Market Fund Segment Category
1-year return – 3rd Place: First Metro Save & Learn Money Market Fund, Inc.
3-year return – 3rd Place: First Metro Save & Learn Money Market Fund, Inc.

Balanced Fund Segment – Peso Denominated Category
1-year return – 2nd Place: First Metro Save & Learn Balanced Fund, Inc.
3-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.

2014
Bond Fund Segment Category

1-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
3-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.

Equity Fund Segment Category
5-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.

Money Market Fund Segment Category
1-year return – 3rd Place: First Metro Save & Learn Money Market Fund, Inc.
3-year return – 2nd Place: First Metro Save & Learn Money Market Fund, Inc.

Balanced Fund Segment – Peso Denominated Category
1-year return – 3rd Place: First Metro Save & Learn Balanced Fund, Inc.
3-year return – 2nd Place: First Metro Save & Learn Balanced Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.


2015
Bond Fund Segment Category

3-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.

Equity Fund Segment Category
5-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.

Balanced Fund Segment – Peso Denominated Category
5-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.


2016
Bond Fund Segment Category

3-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
10-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.

Equity Fund Segment Category
10-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.


2017
Bond Fund Segment Category

5-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
10-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.

Equity Fund Segment Category
10-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.

Balanced Fund Segment – Peso Denominated Category
10-year return – 2nd Place: First Metro Save & Learn Balanced Fund, Inc.