Webinar: Introducing Endowus Real Assets Portfolio

Updated

Feb 2025

published

Oct 2024

Events and webinars

Real assets

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Join us in the upcoming live webinar as the Endowus Investment Office introduces the new Real Assets Portfolio.

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About the session

Singaporeans have a strong affinity for investing in properties for the physical ownership, passive income, and perceived stability of Singapore’s property market. However, investing in real estate at home, REITs included, comes with concentration risks. What would be a diversified and accessible option for broad exposure to real assets?

We are introducing the Endowus Real Assets Portfolio, which comprises funds that invest in a range of categories including real estate, infrastructure, natural resources, and commodities. These are known to provide long-term inflation protection, and this Portfolio is designed to complement your core allocation.

Whether you are looking to strengthen the protection of your investments against inflation or simply diversify further, join us on 16 October, as Jie Shun Yeow, our Investment Associate walks through the role of real assets, with moderator Joyce Liu, our Senior Client Advisor.

Topics to be discussed:

Introducing Endowus Real Assets Portfolio
Inflation protection and diversification potential of real assets throughout cycles
How to optimise core allocation with the new Real Assets Portfolio

Speakers will field questions live towards the end of the session. You may submit your questions ahead of time here.

About the Speakers

Jie Shun Yeow, Investment Associate, Endowus

Jie Shun is a member of the Endowus Investment Office that conducts asset allocation, portfolio construction and optimisation and investment manager due diligence. Jie Shun started his career at Societe Generale, where he helped corporate clients in Southeast Asia with solutions to hedge their foreign exchange and Interest rate exposures.

He graduated with a Masters Degree in Risk Management and Financial Engineering from Imperial College London and a Bachelor's Degree in Business from Durham University.

Joyce Liu, Senior Client Advisor, Endowus

Joyce is a Senior Client Advisor at Endowus. Prior to Endowus, Joyce spent 10 years across wealth advisory, private banking, derivatives, and equity research. Most recently, she managed client relationships at an alternative lending platform, Helicap. Her extensive experience spanned from managing wealth for high-net-worth and ultra-high-net-worth individuals at Stashaway and DBS Bank’s Private Banking division to providing advice to financial institutions and corporate treasuries.

Joyce holds a Bachelor’s Degree in Financial Analysis from Singapore Management University, and is a Chartered Financial Analyst charterholder.

Disclaimers

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Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus Singapore Pte. Ltd. (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

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Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

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