About Us – First Metro Asset
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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


Established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Congregation Philippines, Inc.
Proud investment manager and distributor of First Metro mutual funds.
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).
Home of multi-awarded investment funds with strong and consistent investment performance.
Team with vast experiences in investment management which covers portfolio, risk, research and analytics.
Provider of innovative investment solutions through convenient and hassle-free transactions.
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Company History

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First Metro Asset began in 2005. First Metro Investment Corporation signed a joint venture with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Congregation Philippines, Inc. to establish First Metro Asset Management Inc. (FAMI). The purpose of FAMI is to enhance the investment literacy and provide reputable investment products to education and religious sectors.

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.

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FAMI Values

Influenced by a culture of:

Teamwork
Respect
Integrity
Innovation
Passion for Excellence

Ownership Structure

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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
Chairman
Karen Liza M. Roa
President and Director
Br. Manuel V. De Leon, FMS
Director
Fr. Albert N. Delvo
Director
Jose C. Nograles
Director
Br. Dominador Santiago
Director
Wilfred Son Keng Po
Director
Dennis Suico
Director
Ma. Teresa D. Villanueva
Director
Sr. Ma. Marissa R. Viri, RVM
Director
Anthony Paul B. Yap
Director

Key Officers

Karen Liza M. Roa
President and Director
Sheila S. Limon
First Vice President, Head of Direct Sales
Edser B. Trinidad
First Vice President, Head of Investment and Research
Dr. Edwin B. Valeroso
First Vice President, Head of Special Markets and Training
Maricel L. Madrid
Treasurer
Atty. Nimfa B. Pastrana
Corporate Secretary
Jonathan T. Tabac
Compliance Officer

Investment Committee

Karen Liza M. Roa
President and Director
Anthony Paul B. Yap
Director
Wilfred Son Keng Po
Director

Adviser

Mr. Francisco C. Sebastian
Chairman
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Corporate Governance

We commit ourselves to the principles and best practices to maintain corporate values beneficial to the company and our stakeholders

Achievements



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