IT’S OFFICIAL: Investa partners with one of the Top-Performing fund management companies in the Philippines — PhilEquity Management Inc. 

Last Nov 15, Investa held the last episode of its 3-part series called The Feeling is Mutual: Finding your Perfect Mutual Fund Match. And for the final installment of the investment learning series, Investa was joined by the Independent fund management company — PhilEquity Management. 

Joanne Marquez, Marketing Lead at Investa, kicked off the live event by giving an overview about how Mutual Funds work. She also added that different mutual funds serve different kinds of investors. She further discussed the diverse PhilEquity funds and their performances over time. 

Investa CEO, JC Bisnar, continued the livestream by giving some extreme scenarios relating to investing. He discussed how people lost so much during market crashes like the Great Depression. However, looking at the big picture, long-term investments like Mutual Funds still can grow over time. 

“Kahit na nakuha natin ang greatest depression… over time, nag-uptrend pa rin [the markets]. Because there is value creation. As long as di nagsara ang bansa… then that value creation becomes revenues and earnings. Then those earnings make companies’ valuations bigger. Ang tanong na lang… what did you do during the market crashes?”

The event moved forward with the special participation of @marksenpai26, a financial content creator from Tiktok. He discussed how saving alone could not free Filipinos from financial burdens. Investing is the way, he implied. 

Finally, the main segment of the learning session has begun with the appearance of one of Investa’s partners — PhilEquity Management. Darlene Sy gave a brief introduction about PhilEquity’s fund management journey. She mentioned that the company started way before the term Mutual Funds were familiar to many Filipinos. It has become one of the pillars of fund management in the country. And over the years, PhilEquity has proven to be one of the best and top performing fund management companies in the Philippines. 

The learning episode was also graced with the presence of PhilEquity Vice President, Miguel Agarao. He discussed different funds for different risk appetites. He also boasted about their funds’ performances over the years all because of the heavy commitment of their fund managers.

“You will never find a mutual fund where the fund managers are heavily invested in their own mutual fund,” Agarao confidently stated. 

The two parties were gathered once again to seal the partnership through a virtual signing, as seen below.

Investa is now officially partnered with the three biggest fund management companies in the Philippines — PhilEquity Management Inc (PEMI), BPI Investment Management Inc (BIMI), and Sun Life Asset Management Inc. (SLAMCI) just to bring financial inclusion and affordable investing to millions of Filipinos. 

Diverse funds for diverse financial goals, FOR ALL FILIPINOS, can be enjoyed in #TheNewInvestaApp very soon. For more information about Investa, visit www.investagrams.com/investa. 

IT’S OFFICIAL: Investa partners with one of the Top and Biggest Banks in the Philippines — BPI Investment Management, to bring financial inclusion to Filipinos.

Last Nov 10, 2021Investa hosted the second episode of their 3-part investment learning series named The Feeling is Mutual: Finding Your Perfect Mutual Fund Match. The livestream started with the Investa Ambassador, Deorie Caraca. She shared how important it is to never delay investing. She emphasized that the best time to invest is now because compounding is powerful. Even though an investor started with just a little, but started investing early, the profits will eventually grow.

Investa CEO, JC Bisnar, seconded Caraca’s points. He discussed the misconceptions of many Filipinos about investing. He said that we were taught to let our money grow in a bank. In hindsight, Bisnar recalled the moment he realized that the said teaching is false. It could take decades or centuries for our money to grow in a traditional bank.

“Instead na tinago mo yung pera mo sa baul for 5 to 10 years, kung sa Mutual Fund mo nilagay mas lumago na sana.” Bisnar furthered his discussion by explaining the power of compounding and peso-cost averaging on our investments if placed in mutual funds.

The live event continued with the special participation of our guest content creator, Joshua Salazar (@IamJoshSalazar on Tiktok). He generously shared his investing experience. He recalled how expensive investing was years ago. Investors needed at least 5 digit-funds to start investing. Now, he is thankful that through innovative apps and teams like Investa, investing is made more affordable and for every Filipino. 

Then, the learning session came to the main segment with the representatives from BPI Investment Management Inc (BIMI). Jan Bueno, BIMI Wholesale Distributor Officer, started the segment about the inspiration behind BIMI’s effort. He shared that BIMI wanted investing to have these three pillars: prudent, accessible, and affordable. And all of those can be found in the trusted fund management of BIMI. Bueno continued his discussion by giving an overview of BIMI’s different mutual funds.

Lastly, the President of BPI Investment Management Inc, Marty Enrile, took on the livestream. He showered Investa with good words about the app’s efforts of pushing financial inclusion in the country. Enrile also discussed how he was confident with the new partnership of BPI and Investa. 

“This is our initial foray into a digital distribution na may app. And we purposely picked Investa because I looked at the platform, I looked at the user experience, ano ang mga natututunan ko dito. And for a long time stock market professional, the platform is actually very useful to me…I see the credibility in the information that I’m able to gather from Investa, and this is why BPI picked a partner that is equally credible to our institution and Investa is that platform.” Enrile added. 

The two parties gathered together for the live question and answer portion, adding Investa’s Operations Manager, Erwin Angeles to the livestream. Angeles discussed that with the partnership of Investa and BIMI, Filipinos’ hard-earned money are rest assured secured and in good hands. 

Finally, the partnership was sealed with the virtual signing of the Memorandum of Agreement as seen below. 

Before the episode ended, Marty Enrile gave a few parting, yet impactful words.

“That’s something that we also want to see, financial inclusion. Lahat ng tao sana matuto mag-invest palaguin yung mga naiipon nila hindi lang yung may kaya or yung may risk appetite. Pero yung mga hopes and aspirations din na to live a better life. And I find that Investa is the right platform for that… We’re excited for this venture and to see where this can go and how many lives we can touch and how many people we can help.”

The three-part investment learning series will conclude on November 15, 7PM with Investa’s another Top Fund Management partner, PhilEquity Management Inc. The New Investa App will be available for the public very soon. To get early access, visit www.investagrams.com/investa. 

IT’S OFFICIAL: Investa partners with SunLife Asset Management to help Filipinos lead more and prosperous lives. 

Last November 4, 2021, Investa held the first episode of the 3-part investment learning series called THE FEELING IS MUTUAL: Finding the Perfect Mutual Fund Match. JC Bisnar, Investa’s CEO kicked off the event by sharing how Investa has worked hard making an impact in the Filipinos’ investing journey. He emphasized that the company started developing education & trading tools to make investing less intimidating.

“Ang pinaniniwalaan namin sa Investa, ang mga Pilipino, masisipag yan. But the opportunities aren’t provided everywhere. Kayang yumaman ng Pinoy,” Bisnar added that Investa is now moving forward and helping more Filipinos by becoming a legitimate investment platform, easily accessible for everyone.

Teasing the audience, Bisnar gave a sneak peek into the UI of the New Investa App. 

He pointed out that Filipinos can now invest in the Top Funds in the country. And the best part is that the App will help the investors find the perfect fund match for their own risk appetite.

The live event then continued with the special participation of Lovely Charmaine Gomez, well-known as MissInvest on Tiktok. She generously shared how she started her investing journey. She pointed out that before she makes any investment, she checks these things: Transparency, Diversification, Leverage, Safety, & Legitimacy. She further urged the viewers to start small and start now in their investments. MissInvest lastly expressed her gratitude that Investa has finally made investing affordable & friendly for all Filipinos.

Finally, SunLife Asset Management (SLAMCI) was represented by its very own CEO, Gerald Bautista, and Banks & Alternative Distribution Channel Manager, Angeline Cruz. Bautista was proud of how SLAMCI has been helping around 200,000 investors with Php 168+ Billion Assets Under Management. Furthermore, Baustista boasted about SLAMCI being awarded as the Best Asset Management Company in the Philippines by Euromoney, implying that investors’ money are safe in SLAMCI’s hands.

Angeline Cruz continued SLAMCI’s presentation by giving an overview of different SunLife’s prosperity funds. She shared the different fund performances to help investors make the best decision for their investments.

Eventually, the two parties gathered together for the live question and answer portion, adding Investa’s representation by its Operations Manager, Erwin Angeles. Angeles noted that the two parties worked hard for 2 years. And that this the start and the first time that Mutual Funds will reach the masses, being true to both parties’ advocacy of Financial Inclusion. 

“We welcome the partnership with Investa. The next step really is education, education to our investors, to our public, and providing it to the right platform such as Investa. And we are really happy that Investa is in front and in the trenches of making this happen. To the team of Investa, JC, and Erwin, maraming salamat sa inyo of allowing this opportunity to educate more Filipinos,” Bautista said.

Finally, the partnership was made official and sealed with a virtual signing of the Memorandum of Agreement as seen below. 

This is just the first of the many Top Fund Company partnerships with Investa. On November 10, 7PM, BPI Asset Management will be sharing their mutual fund offerings. And on November 15, 7PM, PhilEquity will also be live to discuss more investment opportunities.

The New Investa App will be available for the public very soon. To get an early access, visit www.investagrams.com/investa.