CFA Society Philippines marks Vision 2026 with Call for Credibility - Honors 17 Best Managed Funds
Manila, Philippines – February 27, 2026 — In an environment defined by volatility, policy shifts, and geopolitical crosscurrents, CFA Society Philippines convened leaders of the investment community at VISION 2026, its flagship forecast and awards event, anchored on the theme: “Unfinished Business: The Philippines’ Quest for Stability and Credibility”.
More than a market outlook session, Vision 2026 positioned itself as a broader reflection on institutional trust, investment discipline, and the enduring standards that sustain financial credibility.
“Credibility in markets is not built on certainty,” Ms. Corrie Purisima, CFA, Vice President for Industry Relations and Trustee of CFA Society Philippines emphasized. “It is built on process, transparency, and the ability to make sound decisions amid uncertainty.”
That principle found its clearest expression in the culminating segment of the event: the Best Managed Funds of the Year (BMFOY) Awards.
The year’s Best Managed Funds of the Year Awards had 214 qualified funds vied for recognition across multiple categories. The search was open to peso- and dollar-denominated Unit Investment Trust Funds (UITFs) and Mutual Funds accessible to retail investors. Institutional-only funds were excluded. The 17 awardees were selected by the CFA Society Philippines Fund of the Year Committee through a rigorous quantitative evaluation of verified data. Metrics included risk-adjusted returns for actively managed funds and tracking error analysis for index strategies.
Over the 11-year period, BPI Wealth recorded the broadest presence across categories, with repeated recognitions in Peso and Dollar fixed income funds, balanced funds, equity and index strategies, money market funds, and global bond and equity fund-of-funds. Asia United Bank was consistently recognized for Peso and Dollar bond funds, including the AUB Gold Dollar Fund. China Banking Corporation maintained leadership in Dollar bond and liquidity funds, while ATRAM Group earned multiple awards for active equity, balanced, and global thematic funds. Security Bank Corporation delivered repeated results in Peso bond and Philippine equity index funds, and Metropolitan Bank & Trust Company was recognized across bond and income-focused strategies, including medium- and short-term funds.
2026 Best Managed Fund of the Year Award Winners
• Medium-Term Bond Funds using pure FVPL valuation (Peso) – AUB Peso Investment Fund
• Medium-Term Bond Funds using pure FVPL valuation (Dollar) – AUB Gold Dollar Fund
• Medium-Term Bond Funds with HTM valuation (Peso) – ALFM Peso Bond Fund
• Global Equity Index Feeder Funds (Dollar) – BPI US Equity Index Feeder Fund (Class A)
• Global Balanced/Multi-Asset Income-Paying Feeder Fund (Peso) – Manulife Global Preferred Income Feeder Fund PHP-Unhedged Share Class A
• Global Equity Feeder Funds (Dollar) – BPI European Equity Feeder Fund
• Global Equity Feeder Funds (Peso) – ATRAM Global Technology Feeder Fund – A PHP Units
• Equity (Peso) – ATRAM Alpha Opportunity Fund, Inc.
• Equity (Dollar) – BPI Global Equity Fund-Of-Funds
• Balanced/Multi-Asset Funds with FVPL valuation (Peso) – AB Capital Balanced Fund
• Intermediate Term Bond Funds using pure FVPL (Peso) – Rizal Peso Short Term Fund
• Intermediate Term Bond Funds using pure FVPL (Dollar) – METRO$ SHORT TERM BOND FUND
• Money Market Funds using pure FVPL valuation (Peso) – ChinaBank Cash Fund
• Money Market Funds using pure FVPL valuation (Dollar) – BPI US Dollar Short Term Fund
• Long-Term Bond Funds using pure FVPL valuation (Peso) – ABF Philippines Bond Index Fund
• Long-Term Bond Funds using pure FVPL valuation (Dollar) – BPI Global Bond Fund-of-Funds
• Local Equity PSE Index Funds (Peso) – BPI Philippine Equity Index Fund
Vision 2026 deliberately bridged two essential conversations: the forward-looking examination of economic uncertainties and the recognition of institutions that exemplify operational excellence across market cycles.
In her closing reflections, Ms. Jade Roxas-Divinagracia, CFA, Vice President for Member Relations and Trustee of CFA Society Philippines, underscored the structural dimension of investor confidence:
“Stability without credibility is fragile. And credibility without reform is temporary. Growth may be cyclical, but credibility is structural. Our unfinished business is ensuring that stability becomes structural, not cyclical.”
Her remarks encapsulated the event’s central thesis: macroeconomic resilience must be reinforced by governance continuity, reform execution, and institutional transparency.
More than a forecast forum, Vision 2026 served as a reminder that the Philippines’ quest for stability and credibility remains ongoing. Each disciplined investment process, each transparent governance framework, and each principled leadership decision advances that unfinished business.
The Vision 2026 was made possible with the support of ATRAM Group as Silver Sponsor, and Seaoil Philippines and BPI Wealth as Bronze Sponsors. For more information about the awards and CFA Society Philippines, visit http://cfasociety.org/philippines or email [email protected].