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Making access to private and illiquid assets easier for individual investors has, and will continue to be, an important part of Endowusâ mission to focus on the three building blocks of investment success â access, advice, and cost.
Chairman and CIO
Endowus
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Date founded
HQ &Â offices
AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQRâs evolution since 1998 has been a continuous exploration of what drives markets and how it can be applied to client portfolios.
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We offer traditional long-only and liquid alternative strategies to clients around the globe. Our investment opportunities span most asset classes and markets throughout the world.
Date founded
HQ &Â offices
Launched in 2001, Antarctica Asset Management has established itself as a leading provider of comprehensive Hedge Fund & Private Markets solutions for a variety of clients. The Firm offers various products, advisory solutions, and tailor-made access to Hedge Funds & Private Markets to a diverse and global client base, which includes institutional investors, private banks, digital wealth platforms, family offices, asset managers, and high net worth individuals.
Date founded
HQ &Â offices
BlackRock is the worldâs largest fund manager, with US$8.5 trillion of assets globally. We offer a range of solutions â from rigorous fundamental and quantitative active management approaches aimed at maximising outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Listed on the NYSE since 1999, BlackRock employs more than 18,000 employees in 30 countries as of June 2022
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BlackRock Singapore offers clients a comprehensive range of solutions that span the risk spectrum, including active, enhanced and index strategies across markets and asset classes. Our clients include corporates, banks, individuals, family offices, insurance companies, official institutions, third-party mutual funds and governments. Our Singapore office is a key investment hub for Asian fixed income, Asian private credit, Asian private real estate and Global REITS. It is also one of the key technology hubs for BlackRock, supporting both our Aladdin and eFront business.
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Date founded
HQ &Â offices
Brookfield Oaktree Wealth Solutions delivers to private wealth investors, in partnership with their financial advisors, the unparalleled alternative investment expertise of Brookfield Asset Management and Oaktree Capital Management.
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We offer real asset and credit strategies, across public and private markets and the liquidity spectrum, that are built on a history of investment excellence, integrity, and an alignment of values.
â
We aim to deliver the highest-quality investing solutions, insights, and specialized support to help advisors serve the unique investment goals and time horizons of each investor.
â
In 2019, Brookfield Asset Management acquired a majority stake in Oaktree Capital Management, managing more than USD 900 billion*
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*as of 31 December 2023.
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Date founded
HQ &Â offices
Carlyle is one of the worldâs largest and most diversified global investment firms, with $385 billion of assets under management across 3 business segments and 576 investment vehicles. Founded in 1987 in Washington, DC, the firmâs global team today is comprised of more than 2,200 professionals operating in 29 offices across 5 continents. Together, across the firm, Carlyleâs mission is to drive long-term value for our investors, companies, shareholders, people and communities.
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Since Carlyleâs founding over 30 years ago, the firm has always looked to create lasting partnerships across all of its businesses. Carlyle works with its partners to find solutions that drive sustainable value and impact over the long term. Carlyle has built trust and credibility by leveraging its global scale, industry expertise and diverse insights to deliver better solutions and build better businesses. By approaching every investment with the firmâs full platform, Carlyle uncovers new opportunities, transform businesses and foster innovation.
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â*All figures are as of June 30, 2023, unless otherwise noted.
Date founded
HQ &Â offices
EQT is the third largest private equity firm globally based on raised capital during the last five years. With a Nordic heritage and a global mindset, EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies. EQT is a thematic investor with strategies covering all phases of a companyâs development, from start-up to maturity.
With its roots in the Swedish Wallenberg familyâs entrepreneurial mindset and industrial ownership philosophy, EQT is guided by a set of strong values and a distinct corporate culture. EQT invests across the world with the mission to future-proof companies, generate attractive returns and make a positive impact in the societies it operates in. EQT also leverages their in-house proprietary Artificial Intelligence platform Motherbrain in all stages of the investment process.
Listed in Stockholm in 2019, EQT has offices in more than 20 countries across Europe, Asia and the Americas and has more than 1,800 employees.
Date founded
HQ &Â offices
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templetonâs mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the Company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives, and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.6 trillion in assets under management as of February 29, 2024.
Date founded
HQ &Â offices
Janus Henderson Investors is a global asset manager offering a full suite of actively managed investment products across asset classes. Established through the merger of Janus Capital and Henderson in 2017, our rich history as independent investment managers stretches back to 1934. From our origins in bottom-up, analysis-based strategies with a strong research-based approach to security selection, Janus Henderson today offers active management across equities, fixed income, alternatives and multi-asset strategies.
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We believe the notion of âconnectingâ is powerful â it has shaped our evolution and our world today. At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long-term outperformance we seek to deliver. Janus Henderson has more than 340 investment professionals, expertise across all major asset classes and clients spanning the globe, entrusting us with more than US$287.3bn*.
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*Source: Janus Henderson Investors. Staff and AUM data as at 31 December 2022. AUM data excludes Exchange-Traded Note (âETNâ) assets.
Date founded
HQ &Â offices
Since Jupiter Asset Management (âJupiterâ) was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.
â
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. Now, thirty-five years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.
Date founded
HQ &Â offices
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKRâs insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKRâs investments may include the activities of its sponsored funds and insurance subsidiaries. KKR & Co. Inc. has been listed on the NYSE since 2008.
Date founded
HQ &Â offices
M&G Investments is a global asset manager, with around USD $422 billion AUM*, serving customers and clients for 90 years since launching Europeâs first ever mutual fund back in 1931. Weâre one of the largest asset managers in Europe, one of the largest active fixed income specialists in the UK, and one of the largest managers of private assets in the world. Weâre part of M&G plc, a family of brands, all aligned behind the same ambition: to manage our customersâ investments so that they can live the life they want, while aiming to make the world a little better along the way.
â
With more than 2,250 professionals worldwide, and offices in six Asia Pacific markets including Hong Kong, Seoul, Singapore, Sydney, Taipei and Tokyo, we remain at the forefront of investment thinking. Weâve more than 640 investment professionals dedicated to fund management, constantly seeking to enhance our product range to provide the best investment opportunities for our investors in an increasingly complex world. Our fund managers use their knowledge and expertise to identify the best opportunities to invest in, across both public and private assets, on behalf of individual and institutional investors
*as of 30 June 2023
Date founded
HQ &Â offices
Partners Group is a leading global private markets firm. Since 1996, the firm has invested USD 185 billion in private equity, private real estate, private debt, and private infrastructure on behalf of its clients globally. Partners Group seeks to generate strong returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. The firm is a committed, responsible investor and aims to create sustainable returns with lasting, positive impact for all its stakeholders.
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With USD 131 billion in assets under management as of 30 June 2022, Partners Group provides an innovative range of bespoke client solutions to institutional investors, sovereign wealth funds, family offices and private individuals globally. It has been listed on the SIX Swiss Exchange since 2006 (symbol: PGHN).
Date founded
HQ &Â offices
Quantedge was founded in 2006 and currently manages more than SGD 4 billion worth of assets. We have garnered numerous international awards and accolades over the years including Top 5 Large Hedge Funds by Bloomberg, Best Asian Billion Dollar Hedge Fund by EurekaHedge, Fund of the Year by AsiaHedge, Best 100 Hedge Funds by Barronâs, Best Diversified Investment Strategy in Asia by CFI.co.
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âQuantedge runs a systematic quantitative investment strategy that is diversified across multiple asset classes such as equities, bonds, commodities, currencies and insurance-linked securities. We are a specialised investment manager with only one investment strategy. Our employees are collectively the largest investor in the Fund, ensuring a strong alignment of interest between us and our external investors.
â
âThe Fund Manager, Quantedge Capital, holds a Capital Markets Services (CMS) License and is regulated by the Monetary Authority of Singapore (MAS).
Date founded
HQ &Â offices
UBS Asset Management is a global large-scale and diversified asset manager, with a presence in 23 markets. We offer investment capabilities and styles across all major traditional and alternative asset classes â from active to passive including a comprehensive sustainable investing offering.
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Our invested assets totaled USD 1 trillion1, with more than 55% invested on behalf of institutional clients. We are the second largest fund of hedge funds manager and one of the largest real assets investment managers in the world. We have been managing alternative solutions since 1946, with more than USD 180 billion invested in alternatives2. UBS-AM won the 2022 Alternatives House of the Year award by Fund Selector Asia in Singapore.Â
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- As of 30 June 2022
- As of 31 Dec 2021
Date founded
HQ &Â offices
Wilshire Advisors LLC (âWilshireâ) is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. The firm is headquartered in the United States with offices worldwide. Wilshire is dedicated to improving investment outcomes by offering a broad suite of investment products, including risk-managed, alternative and hedge fund investment solutions, to institutional investors and financial intermediaries worldwide. As of December 4, 2023, Lyxor Asset Management LLC (âLyxorâ) is a wholly owned subsidiary of Wilshire. Lyxor is the sub-manager for the Managed Fund / Bridgewater Fund Limited (the âFundâ).
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Bridgewater Associates, LP (âBridgewaterâ) was founded by Ray Dalio in 1975. As of September 30, 2023, Bridgewater managed approximately USD 118 billion for large and sophisticated global institutional clients. Bridgewater is located in Connecticut and employs approximately 1,200 professionals. The philosophy of Bridgewater is characterized by three pillars: Fundamental, Systematic, and Diversified.
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The Fund trades Bridgewaterâs Pure Alpha Major Markets strategy with more than 50 markets across six asset classes. The Fund seeks to provide risk-adjusted returns with low correlation to traditional and other investments. Pure Alpha Major Markets, a global macro strategy, was launched in 2010 and is one of Bridgewaterâs flagship strategies.
AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQRâs evolution since 1998 has been a continuous exploration of what drives markets and how it can be applied to client portfolios.
â
We offer traditional long-only and liquid alternative strategies to clients around the globe. Our investment opportunities span most asset classes and markets throughout the world.
Launched in 2001, Antarctica Asset Management has established itself as a leading provider of comprehensive Hedge Fund & Private Markets solutions for a variety of clients. The Firm offers various products, advisory solutions, and tailor-made access to Hedge Funds & Private Markets to a diverse and global client base, which includes institutional investors, private banks, digital wealth platforms, family offices, asset managers, and high net worth individuals.
BlackRock is the worldâs largest fund manager, with US$8.5 trillion of assets globally. We offer a range of solutions â from rigorous fundamental and quantitative active management approaches aimed at maximising outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Listed on the NYSE since 1999, BlackRock employs more than 18,000 employees in 30 countries as of June 2022
Â
BlackRock Singapore offers clients a comprehensive range of solutions that span the risk spectrum, including active, enhanced and index strategies across markets and asset classes. Our clients include corporates, banks, individuals, family offices, insurance companies, official institutions, third-party mutual funds and governments. Our Singapore office is a key investment hub for Asian fixed income, Asian private credit, Asian private real estate and Global REITS. It is also one of the key technology hubs for BlackRock, supporting both our Aladdin and eFront business.
â
Brookfield Oaktree Wealth Solutions delivers to private wealth investors, in partnership with their financial advisors, the unparalleled alternative investment expertise of Brookfield Asset Management and Oaktree Capital Management.
â
We offer real asset and credit strategies, across public and private markets and the liquidity spectrum, that are built on a history of investment excellence, integrity, and an alignment of values.
â
We aim to deliver the highest-quality investing solutions, insights, and specialized support to help advisors serve the unique investment goals and time horizons of each investor.
â
In 2019, Brookfield Asset Management acquired a majority stake in Oaktree Capital Management, managing more than USD 900 billion*
â
*as of 31 December 2023.
â
Carlyle is one of the worldâs largest and most diversified global investment firms, with $385 billion of assets under management across 3 business segments and 576 investment vehicles. Founded in 1987 in Washington, DC, the firmâs global team today is comprised of more than 2,200 professionals operating in 29 offices across 5 continents. Together, across the firm, Carlyleâs mission is to drive long-term value for our investors, companies, shareholders, people and communities.
â
Since Carlyleâs founding over 30 years ago, the firm has always looked to create lasting partnerships across all of its businesses. Carlyle works with its partners to find solutions that drive sustainable value and impact over the long term. Carlyle has built trust and credibility by leveraging its global scale, industry expertise and diverse insights to deliver better solutions and build better businesses. By approaching every investment with the firmâs full platform, Carlyle uncovers new opportunities, transform businesses and foster innovation.
â
â*All figures are as of June 30, 2023, unless otherwise noted.
EQT is the third largest private equity firm globally based on raised capital during the last five years. With a Nordic heritage and a global mindset, EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies. EQT is a thematic investor with strategies covering all phases of a companyâs development, from start-up to maturity.
With its roots in the Swedish Wallenberg familyâs entrepreneurial mindset and industrial ownership philosophy, EQT is guided by a set of strong values and a distinct corporate culture. EQT invests across the world with the mission to future-proof companies, generate attractive returns and make a positive impact in the societies it operates in. EQT also leverages their in-house proprietary Artificial Intelligence platform Motherbrain in all stages of the investment process.
Listed in Stockholm in 2019, EQT has offices in more than 20 countries across Europe, Asia and the Americas and has more than 1,800 employees.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templetonâs mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the Company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives, and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.6 trillion in assets under management as of February 29, 2024.
Janus Henderson Investors is a global asset manager offering a full suite of actively managed investment products across asset classes. Established through the merger of Janus Capital and Henderson in 2017, our rich history as independent investment managers stretches back to 1934. From our origins in bottom-up, analysis-based strategies with a strong research-based approach to security selection, Janus Henderson today offers active management across equities, fixed income, alternatives and multi-asset strategies.
â
We believe the notion of âconnectingâ is powerful â it has shaped our evolution and our world today. At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long-term outperformance we seek to deliver. Janus Henderson has more than 340 investment professionals, expertise across all major asset classes and clients spanning the globe, entrusting us with more than US$287.3bn*.
â
*Source: Janus Henderson Investors. Staff and AUM data as at 31 December 2022. AUM data excludes Exchange-Traded Note (âETNâ) assets.
Since Jupiter Asset Management (âJupiterâ) was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.
â
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. Now, thirty-five years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKRâs insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKRâs investments may include the activities of its sponsored funds and insurance subsidiaries. KKR & Co. Inc. has been listed on the NYSE since 2008.
M&G Investments is a global asset manager, with around USD $422 billion AUM*, serving customers and clients for 90 years since launching Europeâs first ever mutual fund back in 1931. Weâre one of the largest asset managers in Europe, one of the largest active fixed income specialists in the UK, and one of the largest managers of private assets in the world. Weâre part of M&G plc, a family of brands, all aligned behind the same ambition: to manage our customersâ investments so that they can live the life they want, while aiming to make the world a little better along the way.
â
With more than 2,250 professionals worldwide, and offices in six Asia Pacific markets including Hong Kong, Seoul, Singapore, Sydney, Taipei and Tokyo, we remain at the forefront of investment thinking. Weâve more than 640 investment professionals dedicated to fund management, constantly seeking to enhance our product range to provide the best investment opportunities for our investors in an increasingly complex world. Our fund managers use their knowledge and expertise to identify the best opportunities to invest in, across both public and private assets, on behalf of individual and institutional investors
*as of 30 June 2023
Partners Group is a leading global private markets firm. Since 1996, the firm has invested USD 185 billion in private equity, private real estate, private debt, and private infrastructure on behalf of its clients globally. Partners Group seeks to generate strong returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. The firm is a committed, responsible investor and aims to create sustainable returns with lasting, positive impact for all its stakeholders.
â
With USD 131 billion in assets under management as of 30 June 2022, Partners Group provides an innovative range of bespoke client solutions to institutional investors, sovereign wealth funds, family offices and private individuals globally. It has been listed on the SIX Swiss Exchange since 2006 (symbol: PGHN).
Quantedge was founded in 2006 and currently manages more than SGD 4 billion worth of assets. We have garnered numerous international awards and accolades over the years including Top 5 Large Hedge Funds by Bloomberg, Best Asian Billion Dollar Hedge Fund by EurekaHedge, Fund of the Year by AsiaHedge, Best 100 Hedge Funds by Barronâs, Best Diversified Investment Strategy in Asia by CFI.co.
â
âQuantedge runs a systematic quantitative investment strategy that is diversified across multiple asset classes such as equities, bonds, commodities, currencies and insurance-linked securities. We are a specialised investment manager with only one investment strategy. Our employees are collectively the largest investor in the Fund, ensuring a strong alignment of interest between us and our external investors.
â
âThe Fund Manager, Quantedge Capital, holds a Capital Markets Services (CMS) License and is regulated by the Monetary Authority of Singapore (MAS).
UBS Asset Management is a global large-scale and diversified asset manager, with a presence in 23 markets. We offer investment capabilities and styles across all major traditional and alternative asset classes â from active to passive including a comprehensive sustainable investing offering.
Â
Our invested assets totaled USD 1 trillion1, with more than 55% invested on behalf of institutional clients. We are the second largest fund of hedge funds manager and one of the largest real assets investment managers in the world. We have been managing alternative solutions since 1946, with more than USD 180 billion invested in alternatives2. UBS-AM won the 2022 Alternatives House of the Year award by Fund Selector Asia in Singapore.Â
â
- As of 30 June 2022
- As of 31 Dec 2021
Wilshire Advisors LLC (âWilshireâ) is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. The firm is headquartered in the United States with offices worldwide. Wilshire is dedicated to improving investment outcomes by offering a broad suite of investment products, including risk-managed, alternative and hedge fund investment solutions, to institutional investors and financial intermediaries worldwide. As of December 4, 2023, Lyxor Asset Management LLC (âLyxorâ) is a wholly owned subsidiary of Wilshire. Lyxor is the sub-manager for the Managed Fund / Bridgewater Fund Limited (the âFundâ).
â
Bridgewater Associates, LP (âBridgewaterâ) was founded by Ray Dalio in 1975. As of September 30, 2023, Bridgewater managed approximately USD 118 billion for large and sophisticated global institutional clients. Bridgewater is located in Connecticut and employs approximately 1,200 professionals. The philosophy of Bridgewater is characterized by three pillars: Fundamental, Systematic, and Diversified.
â
The Fund trades Bridgewaterâs Pure Alpha Major Markets strategy with more than 50 markets across six asset classes. The Fund seeks to provide risk-adjusted returns with low correlation to traditional and other investments. Pure Alpha Major Markets, a global macro strategy, was launched in 2010 and is one of Bridgewaterâs flagship strategies.
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