Unlock your financial goals
At FAMI, 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, FAMI is recognized as one of the leading asset management companies that offers a wide range of outstanding mutual fund products in the country. It managed eight (8) peso-denominated mutual funds, one dollar-denominated mutual funds, and was the fund manager of the first and only ETF in the country.
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
In December 2024, 70% of First Metro Asset Management Inc. (FAMI) was acquired by ATR Financial Holdings, Inc. (ATR Financial). FAMI was renamed ATR Financial Advisors & Managers Inc. (ATR FAMI).
ATR Financial is owned by a consortium of investors and management partners led by its Chairman, Manuel N. Tordesillas. Mr. Tordesillas is also Chairman and co-founder of ATRAM Trust Corp. and Chairman of ATR Financial Holdings and MET Holdings Inc. Mr. Tordesillas was President of the Investment House Association of the Philippines for 7 years. He served as a key figure in Philippine investment banking, having led several investment banks such as Maybank Kim Eng Investment Bank, ATR Kim Eng Capital Partners Inc., Citicorp Investment Bank and Peregrine Capital Limited over his illustrious career.
Karen Liza M. Roa is shareholder of ATR Financial and was has been President of ATR FAMI since 2018.
Through the entry of ATR Financial, ATR FAMI will focus on providing financial advice to mid-size corporate and institutional clients in customizing and managing their investment portfolios.
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
Manuel N. Tordesillas
ChairmanKaren Liza M. Roa
PresidentLorenzo Andres T. Roxas
DirectorManuel Jose M. Tordesillas
DirectorBro. Manuel V. De Leon
DirectorAllan J. De Castro
DirectorEdmundo Adolfo D. Fernandez
DirectorAlbert N. Delvo
DirectorEmmanuel G. Herbosa
Independent DirectorEdmund Alan A. Qua Hiansen
Independent DirectorRosalia A. Lagdameo
Independent DirectorKey Officers
Karen Liza M. Roa
President and DirectorMaria Avalen A. Dianco
TreasurerAlicia P. San Juan
Corporate SecretarySydney S. Reyes
Compliance OfficerInvestment Committee
Lorenzo Andres T. Roxas
ChairmanKaren Liza M. Roa
MemberManuel N. Tordesillas
MemberManuel Jose M. Tordesillas
MemberEdmund Alan A. Qua Hiansen
Member
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.
