GROUP 2

Presented By: Cabrera Barbie

Estigoy Hazel Ann
Hernando Denver
 FUND
MANAGERS
 WHAT IS A FUND MANAGER?
• A fund manager are investment experts responsible
for managing mutual funds, hedge funds pension
funds, and portfolio-management services on
behalf of investors. A fund manager’s job is to
make investment decisions and accomplish the
fund’s investment objectives. He/she optimize risk
and reward in the fund as per the fund’s mandate.
• A fund manager they are make decisions on where to
allocate investors money in a fund. The professionals
who manage and responsible for selecting investments
funds. They make decisions about what investments to
include in the fund, based on the funds investment
strategy. They might work for a fund management
company, or they could manage a single fund
independently. Their goal is to maximize returns and
minimize risk for investors
 HOW IT OPERATES

A fund manager in a company is responsible for managing

the investment portfolio of an individual or institutional
investor. They make decisions about what assets to buy,
hold, or sell in order to meet the investment objectives of
the client. Here are some of their key responsibilities:
 HOW IT OPERATES
1. PORTFOLIO MANAGEMENT: They oversee the entire
portfolio, making sure it aligns with the investor’s goals
and risk tolerance.
2. INVESTMENT STRATEGY: They develop an investment
strategy based on market trends economic conditions,
and the client’s objectives. This includes deciding on the
allocation of assets across different types of investment
such as stocks,bonds,real state, etc.
 HOW IT OPERATES
3. RESEARCH AND ANALYSIS:They conduct thorough
research and analysis of various investment opportunities.
This involves studying market trends,company financials,
and economic indicators.
4.RISK MANAGEMENT: They identify and manage
potential risk that could negatively impact the portfolio. This
includes diversifying investments to spread risk and
regularly reviewing the portfolio performance.
 HOW IT OPERATES
5.CLIENT COMMUNICATION: They regularly communicate
with clients to keep them informed about the performance of
their investments and any changes in strategy. They also
need to understand the client’s changing needs the adjust
the investment strategy accordingly.
6.REGULATORY COMPLIANCE: They ensure all
investment activities comply with relevant laws and
regulations.
 EXAMPLES
 Augusto “Gus” Cosio: a seasoned fund manager and
former President of the Fund Manager Association of the
Philippines (FMAP).
Wilson Sy: The Managing Director of Philequity
Management,Inc a well known fund management
company in the Philippines
Paulo Tibig: The President and CEO of VC securities
Corporation, contributing to the fund management
landscape.
Marylou Toledo Alcoseba: Executive Director and Fund
Managers Association of the Philippines, Inc, (FMAP).
THANKYOUU!