The strategy gained industry recognition after Metropolitan Bank & Trust Company’s Metro-dollar Short Term Bond Fund was named Best Managed Fund at the CFA Society Philippines’ annual awards on Feb. 27.
Why it matters
With interest rate uncertainty and currency fluctuations affecting investment decisions, banks are increasingly offering structured funds that balance liquidity, stability, and yield—particularly for investors holding US dollars.
The CFA Society Philippines’ Best Managed Fund of the Year Awards assess funds not only on returns but also on how well managers balance risk relative to peers.
“This recognition affirms our commitment to disciplined investment management and to helping Filipino investors make their hard-earned funds work harder for them,” said Ric Pedrosa, trust banking group head.
“In today’s evolving market environment, we continue to focus on strategies that balance stability and growth so our clients can make informed investment decisions and pursue their financial goals with confidence.”
The big picture
Metrobank’s Trust Banking Group is focusing on investment strategies that help clients preserve and grow wealth amid shifting global interest rates and persistent market volatility.
The Metro-dollar Short Term Bond Fund aims to help investors maximize their dollar holdings through a diversified portfolio of US dollar-denominated fixed income securities and money market instruments.
With a maximum weighted average portfolio duration of two years, the fund targets investors seeking flexibility while earning returns potentially higher than traditional dollar savings accounts.
Between the lines
The product is designed for moderate investors who prioritize liquidity and stable income while looking for returns above standard deposit products.
For Metrobank, the recognition reinforces its positioning as a trusted investment partner for Filipinos navigating increasingly complex financial markets. —Ed: Corrie S. Narisma
