Group 17 Date: 05/07/2021

Members: Abad, Joseph Rainier P.

Dacanay, Andy B.
Gonzales, Danica Cris M.

MANAGERIAL ECONOMICS
ASSESSMENT 1.2

I. Name of Firm

SM Investments Corp.

II. Industry

The SM Investments Corp. is a holding firm. In the Philippines, it is involved in financial

services, retail, banking, and properties. 

III. Product line(s)

SM Investments Corporation (SM) is engaged in retail, property, and financial services

wherein: retail ("The SM Store", SM Supermarket, SM Hypermarket, SaveMore, Walter Mart
Supermarket, Inc., and Alfamart); property (SM Prime Holdings, Inc. and SM Development
Corporation); and financial services (BDO Unibank, Inc. and China Banking Corporation). These
are the things that SM Investment Corporation (SM) is inclined in the private business sector.

IV. Type of Corporate Social Responsibility and which from among the Sustainable
Development Goals does it address

Type of Corporate Social Responsibility: 

1. Responsibility to Society in General

2. Responsibility to Employees

3. Responsibility to Consumers

4. Obligation towards the Environment

5. Responsibility to Society in General

 Sustainable Development Goals:

Provide inclusive economic opportunities

 Job creation 

 Inclusive supply chains 

 Innovative banking products and services 

Facilitate community development 

 Public infrastructure building and rehabilitation 

 Disaster risk reduction 

Promote environmental responsibility 

 Responsible consumption 

 Conservation and preservation of natural environment and

biodiversity 

 Green finance 

Drive advocacy and awareness 

 Signatory to UN Global Compact and UN Arise Philippines 

 Prescribe to the GHG Protocol and CDP

 Partnered with GRI for 1st Sustainability Summit in the country

V. Target-outreach area and population group

SM Investments Corp. has four long-term goals: to provide inclusive economic

opportunities, to facilitate community development, to promote environmental responsibility, and
to drive advocacy and awareness. Hence, they have different target areas and population
groups for their long-term targets. The major population centers are in Metro Manila and, more
specifically, in the provinces where there are opportunities for growth and capture strategic
opportunities overseas, especially in China. Furthermore, SMIC is committed to expanding its
retail, property, and financial services businesses while sustaining or achieving market
leadership in each of their respective industries. As a result, they will continue to target the
Philippines' mass market by providing basic products and services such as food, clothes,
accommodation, and financial services.

VI. Programs and Activities

SM Investments Corp., through SM Foundation (SMFI), has conducted numerous

programs and activities throughout time for the general betterment of the Filipinos. One of these
programs is their well-known scholarship program, SM College Scholarship. Through this
program, SMIC provides students an access to college education and technical-vocational
studies. SM College Scholarship has been helping the youth reach their full potential ever since
1993. The program covers a wide variety of courses such as Computer Science, Information
Technology, Accountancy, and many more. Last January 1, 2021, SMFI conducted their online
application for incoming college freshmen.
Not only that, they also have programs which caters to other sectors of the society like
agriculture. SM Foundation’s Kabalikat sa Kabuhayan (KSK) program is known for their
Farmer’s Training program. Just recently, KSK opens opportunities for urban dwellers to help
ease their burden brought by the pandemic. They aided urban dwellers in planting and growing
their own foods even with the limited space they have. With this, people will not only harvest
fruits and vegetables within their own backyards, but they can also sell their harvests within their
community for additional income.

VII. Outcome/Impact of the firm’s CSR Programs and Activities

Through these programs, SM Investments Corp. has improved the quality of life of many
Filipinos. A total of 3,249 students graduated college under the scholarship program, and
another total of 2,199 were tech-voc graduates. Over 5,000 youth were given the opportunity to
quality education under the scholarship program. Furthermore, this program has also built an
estimate of 100 school buildings with 334 classrooms in total. Their Kabalikat sa Kabuhayan
Farmer’s Training program also helped 26,700 farmers, both in rural and urban communities,
acquire sustainable agriculture and farming skills. Their Farmer’s Training program has covered
almost 3,360 barangays from over 880 cities and municipalities.

VIII. Learnings

We learned that SMIC is a leading Philippine corporation with investments in market-

leading companies such as retail, finance, and real estate. It also invests in ventures that have
the potential to capitalize on high growth opportunities in the developing Philippine economy.
They are a strong proxy for Philippine development, a business enabler, and have a sustainable
culture.

We have also learned that their four long-term goals are: to provide inclusive economic
opportunities, to facilitate community development, to promote environmental responsibility, and
to drive advocacy and awareness. Furthermore, their major population centers are in Metro
Manila and, more precisely, in provinces where there are opportunities for growth and strategic
capture, especially in China.

Finally, we discovered that SMIC is committed to developing its retail, property, and
financial services businesses while maintaining or gaining competitive advantage in each of
their respective industries. That is the reason why they will continue to target the Philippines'
mass market by offering basic goods and services such as food, clothing, accommodation, and
financial services.

IX. References

 Company Information (pse.com.ph)

 PowerPoint Presentation (sminvestments.com)
 17-SMIC-ECNs-Info-Memo-071620_filing.pdf (pds.com.ph)
 SM Foundation opens scholarship online application for SY 2021-2022 - Manila
Standard Mobile
 SMIC (sminvestments.com)