Financial Blog

You don’t need a lot of money to start investing. What you do need to invest is market knowledge, experience, and plain old financial savvy. In this day and age where reliable information about the markets is sparse, getting that is anything but easy.

Enter fund managers—seasoned experts who are familiar with the tempestuous waters of financial markets. But where do you find them?

A tried and tested method is to go for award-winning funds. Just recently, the Chartered Financial Analyst (CFA) Society Philippines, which embodies the global standard of excellence in the investment industry, named Security Bank as Best Managed Fund for the second straight year. The winning fund, the SB Peso Bond Fund, edged out 81 funds from 16 institutions who joined the search.

“We further hope that with more enlightened investors, fund managers would exercise more prudence and employ higher standards of ethics and investment excellence in managing investable funds by putting the interests of their investors first above their own,” said the CFA referencing the award, in a letter to Security Bank.

The Best Managed Fund of the Year Awards recognize high-performing funds open to the public, based on their five-year risk-adjusted returns. A collaboration of the CFA Society Philippines, the Fund Managers Association of the Philippines and the Trust Officers Association of the Philippines, the program aims to raise investment awareness among retail investors and aid them in making sound investment decisions.

Security Bank encourages clients to find investment products that can help beat inflation. Likewise, they urge them to invest regularly for the long-term and build a portfolio of diversified investments.

For expert advice and more information on UITFs, go to www.securitybank.com/invest or visit the nearest Security Bank branch.