PAMI Launches New Equity Index Fund

(PAMI) Philam Asset Management Inc is Philam Life’s asset management subsidiary, whose assets have grown to P40.698 billion in 2014 from P21.903 billion in 2004. PAMI is one of the largest asset and wealth management companies in the country, managing mutual funds from different asset classes and is a major contributor to the development of the Philippine mutual fund industry. PAMI has won nine awards from PIFA in 2014 alone, and has consecutively been named Most Trusted Brand since 2010, Investment Fund Category by Reader’s Digest.

Veteran and newbie investors alike should look into taking advantage of this opportunity in the stock market, with a particularly quick and easy option of investing in index funds, which operate by mimicking the performance of the stock market.

“At PAMI, we want to address the clamor for investing in the Philippine Stock Market. Through our new index fund, the PAMI Equity Index Fund, investors can grow with the country’s 30 largest corporations that comprise the Philippine Stock Exchange Index (PSEi). These companies are spread among a range of industries and are key players in the Philippines’ economic growth,” explained Philam Asset Management, Inc. (PAMI) President Ferdinand Berba.
Apart from the particular growth prospects of a Philippine-based index fund, it retains the inherent benefits of diversification and cost-efficiency. “One of the key intentions of the PAMI Equity Index Fund is accessibility to the 30 largest and most stable corporations in one investment,” Berba said. “Usually, it takes hundreds of thousands of pesos to invest in all of these stocks. By investing in the index fund, even a minimum investment of P5,000 gives you the opportunity to hitch on the growth of the Philippine economy.

Aside from possible high returns from the market’s current growth, Berba noted that new investors can use this opportunity to better understand how investment funds work. “Since not every individual is investment savvy and familiar with technical concepts, investing in an index fund will provide clients with a clearer picture on how the market works. You will get a better understanding of the market and the corresponding financial returns,” he concluded.

For those who are interested in adding insurance protection to the investment benefits of an index fund, Philam Life offers its Money Tree and Money Tree Elite products. “The addition of the PAMI Philam Equity Index Fund as a new fund option for Money Tree and Money Tree Elite is exciting news,” noted Philam Life Chief Marketing Officer Jaime Jose M. Javier, Jr. “We are the first company that makes it possible for client-investors to choose an index fund to increase the cash component of their insurance plan,” he added.

Money Tree and Money Tree Elite allows clients to choose from a range of funds, depending on their appetite for risk. Regardless of which fund they choose, there is guaranteed life insurance coverage of at least 125% of their investment, all packaged in a simple one-pay investment.
“Moreover, those who want to add more money into their investment or add health riders for increased protection are free to do so at any time,” Javier concluded.

To learn more about Philam Asset Management Inc (PAMI) and their recently launched PAMI Equity Index Fund, visit