Webinar: Flagship Portfolios now made better with BlackRock iShares, Amundi low-cost index funds

Watch the webinar replay

About the session

Markets often react quickly to changes in macroeconomic conditions — but what does that mean for investment portfolios? It can be time-consuming and complicated for non-professional investors to closely monitor their investments and try to optimise their portfolios. This is where Endowus can come in — we’re constantly looking for funds that will improve your risk-adjusted returns and lower costs for you.

To make your investments work harder for you, Endowus is now recommending to upgrade the Flagship Portfolios for all funding sources — CPF, SRS, and cash — by adding low-cost passive index funds by Amundi, and BlackRock iShares (SRS and cash only). Clients can always choose to opt in or out of such recommended changes.

In this interactive session, join Endowus Chairman and Chief Investment Officer, Sam Rhee, and our Chief Executive Officer, Gregory Van, as they share:

1. How you can benefit from lower fees and better long-term results with our recommended changes to the Flagship Portfolios
2. How we have made it easy for clients to opt in to the portfolio changes
3. Endowus’ investment approach and our portfolio resilience during volatile times

Questions from the live audience have been answered on Slido — view them here.

Read more:

• Flagship Cash/SRS Portfolios made better with BlackRock iShares, Amundi funds
• Flagship CPF Portfolios made better with lowest-cost Amundi passive index funds
• Introducing BlackRock's lowest-cost iShares passive index funds for Singapore retail investors
• Amundi low-cost passive index funds now available for CPF investing

To get started with Endowus, click here.

Chapters

00:00 – Introduction to the session

02:04 – About Endowus

08:01 – Core-satellite strategy: your money in buckets

12:51 – Why we’re recommending these portfolio changes

14:48 – What’s happening with the changes?

17:25 – Flagship Cash/SRS Portfolios: new allocation

23:17 – Flagship CPF Portfolios: new allocation

24:35 – Saving cost is the only guarantee to better returns

25:40 – Flagship Cash/SRS Portfolios: key characteristics and performance

33:17 – Flagship CPF Portfolios: key characteristics and performance

33:59 – How to opt in for the new portfolios

44:18 – Q&A: BlackRock iShares funds vs Amundi funds

49:06 – How the Endowus platform has evolved

51:11 – Experience Endowus: weekly session with our client advisors

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. 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. 

Gregory Van, Chief Executive Officer, Endowus‍

Gregory Van is the Chief Executive Officer of Endowus, a leading fee-only wealth platform in Asia. Endowus’ mission is to democratise wealth management by providing people with access to better advice and products, empowering everyone to invest better to live easier today, and better tomorrow.

As CEO, Greg is responsible for driving the company’s growth and strategic execution. He started his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.

He saw the need to combine his expertise at the intersection of finance and technology to empower all investors with access to expert advice and institutional-quality products at low, fair fees. 

Greg believes in advancing the human experience of money. Alignment of incentives by being fee-only, coupled with personalising and automating wealth management provides every investor with the highest probability of success in reaching their financial and life goals.

Greg was recently awarded the CEO of the Year for the Singapore market at Asia Asset Management’s Best of the Best Awards 2022.

<divider><divider>

‍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.

Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors. The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.

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.

This advertisement has not been reviewed by the Monetary Authority of Singapore.