Trust Investments

 

At BDO Trust and Investments Group (BDO TIG), we understand that investors may have diverse investment objectives, risk-reward profiles and time horizons.  That is why we have designed an array of products and services that would suit your specific needs. You can opt to have an investment portfolio customized for your particular needs and be able to choose specific securities to invest in. You can also choose to invest from any of our Unit Investment Trust Funds (UITFs). We have UITFs for investors with moderate, balanced or aggresive risk appetite/s.

With our expertise in managing investment funds we have been able to provide solutions to address the different investment needs of our diverse clients, across different economic scenarios and investment mood cycles, and across different asset classes.

Unit Investment Trust Funds

 

Unit Investment Trust Funds (UITFs) are open-ended pooled trust funds made available to interested investors through units of participation which are valued on a marked-to-market basis.

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BDO ESG EQUITY FUND

(NOW AVAILABLE!)

 

BDO Trust and Investments Group has launched the BDO ESG Equity Fund, a unit investment trust fund (UITF) that invests in local companies that exhibit good environmental, social and governance (ESG) practices. The Fund is the first ESG-themed UITF in the Philippines.

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Easy Investment Plan

 

The Easy Investment Plan (EIP) is a wealth build-up scheme that allows you to reach your desired financial goals and wellness through regular saving and investing.

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Customized Portfolio Management

 

If you wish to have a customized investment portfolio, open a Trust or Investment Management Account with BDO Trust and let its expertise work for you. BDO Trust will manage your funds, aiming to make the most of your money while taking into account your investment objectives, preferred type of securities and strategies and set guidelines.

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Special Trust and Corporate Agency Services

 

As financial transactions become more complex, individuals and corporations can rely on BDO Trust's Special Trust and Corporate Agencies Division to provide fiduciary and agency support services required by debt and equity capital markets.

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Investment Management Advisory

 

The Investment Management Advisory is where BDO Trust offers advisory and consultancy services aimed to create and increase wealth through investments and other available means.

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Protect your greatest asset by partnering with the market leader

Your employees are your company’s most valuable asset. It is only right to take care of them, and to empower them to build a good life after retirement.

 

However, establishing a corporate retirement program can seem overwhelming. That’s where the BDO Trust and Investments Group (BDO Trust) can help you. Armed with unparalleled experience in this field, we will find ways to develop the right retirement program that addresses your company’s unique needs.

 

If you want to learn more, please leave your details below. A BDO Trust Account Officer will reach out to you soon.

 

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