COL Financial kicks off its annual Investor Summit to teach Filipinos how to manage their portfolios better
COL Financial recently held its first COL Investor Summit targeting customers actively managing their portfolios. The event brought together local and global investment professionals, who shared their insights on their respective fields of expertise.
Riding out the volatile market
Navigating today’s volatile market was one of the central themes at the event, with seasoned investment professionals discussing how investors should position their portfolios in light of the current market condition.
Keynote speaker Mark Matthews, Head of Asia Research at leading Swiss private banking group Julius Baer, said that the global economy is doing well and will continue to get better, and that emerging markets are starting to outperform developed markets.1
“Staying the course is important, especially once one has identified a strong market or a good company. The Philippine market will continue to grow despite local and global challenges, be it political, economic, or natural,” Matthews shared.
While agreeing that the volatility the market is experiencing today will continue to present a challenge, Augusto Cosio, Jr., President of First Metro Asset Management Inc. (FAMI), said that when things look bad, it creates a great opportunity to invest and make money.2
Phillip Hagedorn, Chief Investment Officer of ATRAM, reiterated: “Nothing has changed. We’re still in a bull market.” He emphasized that their current strategy is to focus on companies with strong earnings as their values will emerge over time.
Veteran fund manager Wilson Sy of Philequity advised clients worried about the current market volatility that they should reduce their positions as there are still a lot of unknowns that need to be addressed before the market can stabilize.
COL Portfolio Management Expert Marvin Fausto also stressed the importance of asset allocation, or amount of money invested, in managing risks and returns. He urged investors to know what kind of investor they are and presented different model portfolios that investors can adopt to match their investment objectives and risk profile.
Encouraging smart investing
The COL Investor Summit was organized this year in collaboration with COL Financial’s fund partners ATR Asset Management, BPI Investment Management, First Metro Asset Management, Philam Asset Management, Philequity Management, and Sun Life Asset Management to empower its clients to take control of their financial future. The summit was held at the Meralco Theater in Ortigas, Pasig City.
COL Financial has been helping Filipinos build and manage wealth through investing for almost two decades now as part of its core advocacy. The company created the COL Investor Summit to provide a venue for investors who want to learn how to actively manage their own portfolio.
COL Financial President and CEO Dino Bate stressed the company’s commitment to create value by giving its customers what they need to succeed in building wealth. Bate said, “We hope that by having the COL Investor Summit regularly, we will be able to help our customers manage their portfolios better, wherever they are in their investment journey.”
The summit was also live-streamed over the company’s Facebook page to reach all clients, in particular those outside the country.
