Thursday, January 30, 2020


New Year, New Goals!  And I am pretty sure that one of your many goals this New Year has something to do with money > savings, investments, financial literacy, retirement fund, travel fund -  the list is endless. 

But one thing is for sure, we all want financial stability. But this is not very easy to do. There are challenges that we face everyday that we perceive as major road blocks to achieving financial stability. These are (1) cannot save for future expenses . (2) no money for unplanned expenses/emergencies . (3) source of income is not enough to provide for family's financial needs.


And how do Filipinos address these challenges?  (1) they manage their finances or do some budgeting  (2) spend only on planned purchases, which I always do as a housewife (3) invest money - the first two will help you survive, but investing will secure your future!


I am what you call a WISE investor. I choose my investments wisely. I follow the simple rule of "not putting all your eggs in one basket", because this is too risky for me. I choose to diversify my investments.  But where I put my eggs, depends heavily on research. 

Imagine this:  You want to buy shampoo. You are holding that basket because you want to find the best shampoo there is. You find the grocery aisle filled with different brands, all of them enticing you to buy them. But how do you make your choice? It pays to do your research, know your hair needs, and make that informed purchase.  Same with investments.


Why trust SUN LIFE?  SLAMCI or Sun Life Asset Management Company, Inc. remains to be the largest non-bank affiliated asset management company in the country, with Php 80 billion in Assets Under Management (AUM) as of January 10, 2020. The company manages 10 peso-dominated funds and five 5 dollar-denominated funds, which are distributed by over 2,500 Licensed Mutual Fund Advisors nationwide, ten bank partners including BDO Private Bank, EastWest, and Maybank, and six brokers namely COL Financial Philippines, First Metro Securities Brokerage Corporation, AB Capital Securities, Inc., Rampver Financials, Unicapital Securities, Inc., and Wealth Securities, Inc.

SLAMCI achievements in 2019


Last year, SLAMCI launched the "Make It Mutual" Campaign, and it was successful.   

This year, SLAMCI is bringing back "Make It Mutual" - the highly successful investor education campaign - in a bid to encourage more Filipinos to make mutual funds their choice of investment, as they strive to achieve their financial goals.

Valerie Palma, SLAMCI President

Mylene Lopa, Chief Marketing Officer

"SLAMCI has been working hard to make investing more accessible and affordable to investors, and our latest initiatives will be featured in the latest "Make It Mutual" campaign," SLAMCI President Valerie Pama said. "Moreover, we hope to promote a long term mindset when it comes to their financial journey, so they can fully enjoy the benefits of their investments."

At the center of the new "Make It Mutual" campaign is a series of four digital videos which will highlight the ease of investing, where one can now open an account online through the Sun Life portal or mobile app for only Php1000; the importance of choosing the right fund so that it suits the investor's personality and priorities; and the need to invest regularly for the long term in order to stay on track one's financial goals.


The campaign which will be released on social media so it may be easily accessed and shared by viewers, will once again feature SLAMCI brand ambassador Matteo Guidicelli.

"I'm excited to once again be a part of the campaign," Matteo said.  "As somebody who invests in mutual funds and have personally experienced its benefits, I'm eager to advocate it so that more Filipinos will try it for themselves."

"Make it Mutual" is one of SLAMCI's many offering this 2020, as the company marks its 20th anniversary. 


All you have to do is visit  Just click on your desired mutual fund. Click the "BUY NOW" button.  Accomplish the online application form. Settle payment through preferred means. And that's it!   

This year, make that leap and change your life for the better.  Focus more on your financial journey with SLAMCI.  Don't wait, make that decision now. Is so easy... all just a click away!  #MakeItMutual . #SunLifePartnerForLife

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