Unlock your financial goals
At First Metro Asset, we transform Filipinos from savers to investors by providing innovative investment solutions, advocating investment literacy and giving exceptional customer experience.
Who We Are
Company History
Today, First Metro Asset is recognized as one of the leading asset management companies that offers a wide range of outstanding mutual fund products in the country to give you financial freedom and security for your future. Currently, First Metro Asset is the investment manager of eight (8) peso-denominated mutual funds, one (1) dollar-denominated mutual fund, and issuer of the first and only ETF in the country, the First Metro Exchange-Traded Fund.
Mission
As trusted stewards who promote investment literacy, create innovative investment solutions and provide exceptional customer experience, FAMI will transform Filipinos from savers to investors.
Vision
To be the preferred mutual fund provider in the Philippines.
FAMI Values
Influenced by a culture of:
Ownership Structure
First Metro Investment Corporation (FMIC) is the investment banking arm of the Metrobank Group, one of the largest financial conglomerates in the country.
First Metro is the biggest investment bank in the Philippines with consolidated net income of P364 million and a consolidated total interest net income of P357 million. It is backed by over 50 years of experience in developing the country’s capital markets.
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 1,525 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 Congregation Philippines, Inc. is an international Catholic religious congregation with around 5,000 members in more than 70 countries.
Board of Directors
Jose Patricio A. Dumlao
ChairmanKaren Liza M. Roa
DirectorBr. Allan J. De Castro, FMS
DirectorSr. Marie Fe D. Gerodias, RVM
DirectorSr. Ma. Marissa R. Viri, RVM
DirectorBr. Dominador Santiago
DirectorWilfred Son Keng Po
DirectorDennis Suico
DirectorAnthony Paul B. Yap
DirectorMs. Bernadette Nepomuceno
Independent DirectorMa. Teresa D. Villanueva
Independent DirectorKey Officers
Karen Liza M. Roa
President and DirectorEdser D. Trinidad
First Vice President, Head of Investment and ResearchDr. Edwin B. Valeroso
First Vice President, Head of Special Markets and TrainingMaricel L. Madrid
TreasurerAtty. Nimfa B. Pastrana
Corporate SecretaryJonathan T. Tabac
Compliance OfficerInvestment Committee
Karen Liza M. Roa
President and DirectorAnthony Paul B. Yap
DirectorWilfred Son Keng Po
DirectorAdviser
Mr. Francisco C. Sebastian
Chairman
Corporate Governance
We commit ourselves to the principles and best practices to maintain corporate values beneficial to the company and our stakeholders
Achievements
First Metro Asset Management - Best ETF Provider by The Asset Asian Awards 2022
5-Year Performance - 2nd Place: Index Fund Category
3-Year Performance – 1st Place: Index Fund Category
1-Year Performance - 2nd Place: Index Fund Category
10-Year Performance - 2nd Place: Equity Fund Category - Peso Denominated
5-Year Performance - 2nd Place: Balanced Fund Category - Peso Denominated
1-Year Performance - 2nd Place: Balanced Fund Category - Peso Denominated
1-Year Performance - 2nd Place: Money Market Fund Category - Peso Denominated
Most Innovative Wealth Manager
Most Innovative Wealth Manager
10-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
10-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.
1-year return - 3rd Place: First Metro Save & Learn Balanced Fund, Inc.
10-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.
5-year return – 2nd Place: First Metro Exchange-Traded Fund
3-year return - 3rd Place: First Metro Exchange-Traded Fund
1-year return - 3rd Place: First Metro Exchange-Traded Fund
5-year return – 2nd Place: First Metro Save & Learn Fixed Income Fund, Inc.
10-year return – 1st Place: First Metro Save & Learn Fixed Income Fund, Inc.
10-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.
10-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.
1-year return – 1st Place: First Metro Save & Learn Balanced 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.
10-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.
10-year return – 2nd Place: First Metro Save & Learn Balanced Fund, Inc.
Best Managed Fund – First Metro Save and Learn Fixed Income Fund (HTM Valuation 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.
10-year return – 1st Place: First Metro Save & Learn Equity Fund, Inc.
Asia's Best Emerging Market
ASEAN's Best ETF Manager
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.
5-year return – 2nd Place: First Metro Save & Learn Equity Fund, Inc.
5-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc.
