Under the category of All Trusteed Accounts with at least five funds enrolled, Metrobank emerged at the top with a registered year-on-year net rate of return of 13.03 percent (Sept. 30, 2000 — Sept. 30, 2001), besting seven other fund managers in the survey for the period.
The Watson Wyatt Survey is the barometer of corporations in assessing their retirement fund manager’s performance versus other players in the market. Moreover, the survey provides an indication on how retirement funds with like-asset composition and like-fund-manager discretion perform under the same market conditions.
In a press statement, it said that the group applies both "the top-down and bottom -up approaches to portfolio planning and asset allocation with a view of our clients’ investment objectives, risk appetite, liquidity requirements, and tax considerations."