Webinar: Ask Me Anything! Endowus on CPF Investing

Webinar Replay

About the session

As Singaporeans grapple with persistently high inflation, slowing growth, and the resulting rising cost of living, it's understandable that immediate financial pressures on households are a major concern. And, how should we consider the longer-term aspect of such pressures?

Discussions on retirement adequacy have caught our attention, especially in light of the government’s decision to close the Special Accounts (SA) within the Central Provident Fund (CPF). This means the option of having a higher-yielding, flexible CPF bucket will no longer be available. How might this change impact your financial future and how can you get prepared for the updates to ensure your CPF work towards your goals?

In this session, you’ll have the opportunity to interact with Samuel Rhee, our Chairman and Chief Investment Officer. Together with Sheng Shi Chiam, Personal Finance Lead, and Yulin Liu, Investment Lead, and moderator Lean Sing Ding, Senior Client Advisor, the Endowus team will address your CPF-related questions and provide guidance on navigating the latest changes.

About the speakers

Samuel Rhee

Chairman and Chief Investment Officer, Endowus

‍Samuel Rhee is Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform, and is a co-founder of the company. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with three decades of institutional investing experience in Singapore, Hong Kong, and London.

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is  responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee.

Against this backdrop, Sam passionately advocates for greater financial literacy, time-tested and evidence-based advice, lower costs, the industry elimination of hidden fees, and a corporate culture that puts the client’s needs first. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.

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Sheng Shi Chiam

Personal Finance Lead, Endowus

Sheng Shi is a personal finance enthusiast who believes that good investment advice and products should be made accessible to everyone. Prior to Endowus, he was with CapitaLand covering China private equity funds. Sheng Shi covers personal finance, investing and CPF/SRS content on Endowus blog site, Endowus insights.  He graduated with a B.B.A (Hons) in a double specialisation in Finance and Supply Chain Management from National University of Singapore and is a CFA Charterholder.

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‍Yulin Liu

Investment Lead, Endowus

Yulin focuses on investment due diligence and portfolio construction, and coordinates with other departments on investment-related matters. She is a member of the Investment Committee and is passionate about making investing more accessible and easier for individuals.  Her most recent role was with AQR Capital Management, where she served major institutional investors across Asia in their investment and portfolio monitoring needs.  Yulin holds a Masters in Financial Analysis (Distinction) from London Business School, and a MEng in Engineering, Economics and Management (First Class Honours) from the University of Oxford.  

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Moderator

Lean Sing Ding

Senior Client Advisor, Endowus

Lean Sing is a senior client advisor at Endowus and has close to a decade worth of experience working in banking and in fintech industries.  In his role - he provides investment advisory services to both individual as well as institutional clients - ensuring that clients of all stripes find the right financial solutions to their investment goals.  Lean Sing is passionate about “doing right by clients” - and with Endowus - he hopes to elevate financial literacy, transparency and integrity in the wealth management industry.  He holds degrees from University of Melbourne as well as Regent College.  

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