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Jose Erwin Balita
Gestionnaire de Portefeuille-Actions chez
BPI Asset Management & Trust Corp.
Finance
Profil
Jose Erwin B. Balita is currently a Vice President at BPI Asset Management & Trust Corp.
He previously worked as an Assistant Vice President & Equities Research Head at Bank of the Philippine Islands (Invt Mgmt).
Postes actifs de Jose Erwin Balita
| Sociétés | Poste | Début |
|---|---|---|
BPI Asset Management & Trust Corp.
 BPI Asset Management & Trust Corp. Investment ManagersFinance BPI Wealth is a long-term, value investor that utilizes a strict multi-strategy orientation to deliver above par risk-adjusted returns over their client’s well-defined investment horizon. The firm employs a sophisticated technology infrastructure for advanced portfolio management, risk management, and investment accounting systems, as well as investment planning and funds distribution. | Gestionnaire de Portefeuille-Actions | 29/12/2016 |
Anciens postes connus de Jose Erwin Balita
| Sociétés | Poste | Fin |
|---|---|---|
Bank of the Philippine Islands (Invt Mgmt)
 Bank of the Philippine Islands (Invt Mgmt) Investment ManagersFinance BPI-IM is an active, value-oriented manager which aims to deliver above par risk-adjusted returns utilizing state-of-the-art technology infrastructure for advanced portfolio management, risk management, accounting systems, investment planning and funds distribution. The firm believes that superior and consistent returns can only be achieved by recognizing long-term trends in financial markets, and seeks to understand the structural shifts that affect the trends. Their investment approach relies heavily on the experience of their investment professionals and the quality of their research and information. They can be opportunistic in the short-term but their investment strategies are anchored heavily on long-term views. They choose investments based on a selection process that focuses on the intrinsic value and growth potential of each investment, aiming to ensure that each investment offers value both on a stand-alone and a relative basis. They recognize that risk inherently drives returns and strive to strike a balance between them. They complement the continuous search for new investment opportunities across asset classes with active portfolio management and proactive risk. BPI-IM's investment process originates with the Asset Allocation Committee's periodic review of developments in the macroeconomic landscape and financial markets. They utilize inputs from this review to formulate investment strategies that reflect their long-term views and model portfolios covering a spectrum of risk profiles. The firm uses the model portfolios as guides to construct individual portfolios in accordance with clients' goals and risk tolerance and internal, legal, and regulatory considerations. They allocate fixed-income and equity assets to meet a portfolio's target durations and equity exposures and regularly review portfolios on a regular basis against corresponding benchmarks and rebalanced to realign investments with the original target allocation. | Directeur de la Recherche - Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bank of the Philippine Islands (Invt Mgmt)
Bank of the Philippine Islands (Invt Mgmt) Investment ManagersFinance BPI-IM is an active, value-oriented manager which aims to deliver above par risk-adjusted returns utilizing state-of-the-art technology infrastructure for advanced portfolio management, risk management, accounting systems, investment planning and funds distribution. The firm believes that superior and consistent returns can only be achieved by recognizing long-term trends in financial markets, and seeks to understand the structural shifts that affect the trends. Their investment approach relies heavily on the experience of their investment professionals and the quality of their research and information. They can be opportunistic in the short-term but their investment strategies are anchored heavily on long-term views. They choose investments based on a selection process that focuses on the intrinsic value and growth potential of each investment, aiming to ensure that each investment offers value both on a stand-alone and a relative basis. They recognize that risk inherently drives returns and strive to strike a balance between them. They complement the continuous search for new investment opportunities across asset classes with active portfolio management and proactive risk. BPI-IM's investment process originates with the Asset Allocation Committee's periodic review of developments in the macroeconomic landscape and financial markets. They utilize inputs from this review to formulate investment strategies that reflect their long-term views and model portfolios covering a spectrum of risk profiles. The firm uses the model portfolios as guides to construct individual portfolios in accordance with clients' goals and risk tolerance and internal, legal, and regulatory considerations. They allocate fixed-income and equity assets to meet a portfolio's target durations and equity exposures and regularly review portfolios on a regular basis against corresponding benchmarks and rebalanced to realign investments with the original target allocation. | Finance |
BPI Asset Management & Trust Corp.
BPI Asset Management & Trust Corp. Investment ManagersFinance BPI Wealth is a long-term, value investor that utilizes a strict multi-strategy orientation to deliver above par risk-adjusted returns over their client’s well-defined investment horizon. The firm employs a sophisticated technology infrastructure for advanced portfolio management, risk management, and investment accounting systems, as well as investment planning and funds distribution. | Finance |
