November 1, 2025 | 12:00am
MANILA, Philippines — The wealth management arm of Ayala-led Bank of the Philippine Islands (BPI) is set to make sustainable investing more accessible to Filipino retail investors with the upcoming launch of the peso class of a fund suite, while aiming to grow its total assets under management (AUM) to P4 trillion by 2030.
BPI Wealth president and CEO Maria Theresa Marcial said the BPI Sustainable Fund Suite, composed of the BPI Sustainable Equity Fund, BPI Sustainable Fund and BPI Sustainable Balance Fund, was initially offered in dollars. The new peso class will soon be available to local investors through the BPI mobile app.
“All three are global funds, and we launched them a year or two ago in dollars. But what we have learned is that it’s not as easy for a typical Filipino investor because they have to buy dollars,” Marcial said in an interview on the sidelines of the BPI Signature Yacht Race Series Season 3 launch.
“So what we’re launching this time is the peso class of the BPI Sustainable Fund Suite. People can now subscribe to the funds in pesos, so that makes it easier,” she added.
Marcial said the peso-denominated versions would be available “anytime soon” and would target retail investors, with a minimum investment of just P1,000. In comparison, the dollar class required a minimum of $100.
The BPI Sustainable Fund Suite integrates environmental, social and governance (ESG) principles into its investment strategy and aligns with BPI Wealth’s broader advocacy for responsible investing.
Marcial also shared that the firm continues to see opportunities in Singapore, following the launch of BPI Wealth Singapore branch earlier this month. The new office, located at the Marina Bay Financial Center, serves as a platform for Filipino and regional clients seeking to access global financial markets.
“Singapore is very much connected with global financial markets. Whether it’s equity, fixed income, or even other asset classes such as private equity or private debt, these instruments are quite accessible,” she said.
She said that BPI Wealth’s Singapore operations aim to capture opportunities from what she called the “great wealth transfer,” a massive intergenerational shift of wealth in Asia-Pacific.