Know more about investment management with FAMI

FAMI – Among the Most Trusted and Best Performing Mutual Funds in the Philippines

Maximize your earnings to its fullest potential. First Metro Asset Management, Inc (FAMI) is among the most trusted and best performing mutual funds in the Philippines. We are committed to providing every Filipino the best opportunity to make their wealth and assets grow even further. Our company offers financial solutions that match with our clients’ lifestyle and needs.

We understand that you have worries when it comes to investing, so we’ve come up with investment options to give you financial freedom and security in the future. We have a team of knowledgeable and certified fund managers to oversee and expertly implement investment strategies based on your objectives and financial goals.

 

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 Congregation Philippines, Inc. 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 the Metrobank Group, one of the largest financial conglomerates in the country.

First Metro is the biggest investment bank in the Philippines with assets of P53.6 billion and stockholders’ equity of P14.1 billion as of end-2017. 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 1,484 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 Congregation Philippines, Inc. is an international Catholic religious congregation with around 5,000 members in more than 70 countries.

VISION

First Metro Asset Management, Inc. will be the preferred Mutual Fund provider 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.

Board of Directors


Francisco C. Sebastian
Chairman

Karen Liza M. Roa
President/Director

Mayo Jose B. Ongsingco
Director

Dennis G. Suico
Director

Anthony Paul B. Yap
Director

Fr. Elmer G. Dizon
Director

Fr. Albert N. Delvo
Director

Br. Manuel V. De Leon, FMS
Director

Br. Lindley H. Sionosa, FMS
Director

Jose C. Nograles
Independent Director

Ma. Teresa D. Villanueva
Independent Director

Key Officers


Karen Liza M. Roa
President

Edwin B. Valeroso
First Vice President

Marie Arabella D. Veron
First Vice President/Treasurer

Jonef A. Samonte
Vice President

Edser Trinidad
FVP, Head of Investment and Research

Nimfa B. Pastrana
Corporate Secretary

Jonathan T. Tabac
Compliance Officer

Adviser


Wilfred Son Keng Po

History and Milestones

2019
Save and Learn Money Market Fund was launched, giving investors an opportunity to earn more from a short-term investment.
2018
First Metro Consumer Fund on MSCI Philippines IMI, Inc. was launched.
Appointed new President, Ms. Karen Liza M. Roa.
2015
First Metro Exchange-Traded Fund (FMETF) was recognized as Asia’s Best Emerging Market ETF.
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 Brothers Congregation Philippines, Inc. 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.
2018
Bond Fund Segment Category

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.
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 – 1st Place: First Metro Save & Learn Balanced Fund, Inc.
1-year return – 1st Place: First Metro Save & Learn Balanced Fund, Inc. 2009
Equity Fund Segment Category

3-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.
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.

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.
First Metro Philippine Equity Exchange-Traded Fund Category
Asia's Best Emerging Market
ASEAN's Best ETF Manager

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.

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.

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.

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.