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. |
BDO ESG EQUITY FUND
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. |
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. |
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. |
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. |
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. |