Private markets & alternatives, done right.
available for verified Professional Investors only
Asia Asset Management Best of the Best Awards
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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 Endowus’ mission to focus on the three building blocks of investment success — access, advice, and cost.
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Partnering with top alternatives managers
We stand on the shoulders of giants to offer you the top institutional alternative strategies available.
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Picked by experts, managed by experts
Every strategy is SMART+ curated by the Endowus Investment Office for performance, cost, investment process, and more.
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No sales fees, no subscription fees
Only one low, all-in, transparent Endowus Fee. The most affordable way to access private markets and alternatives.
Top strategies from top managers, curated by the Endowus Investment Office, now available to you*
Amundi Alternatives is a new business line which was created by Amundi Asset Management on January 1st, 2022 upon the acquisition of Lyxor Asset Management. Amundi Alternatives is responsible for designing and distributing funds and investment solutions in the alternative investment space in partnership with or by investing with recognized hedge fund managers in the industry. It relies on a dedicated sales force and on the global clients division of Amundi AM for the distribution of its products.
Bridgewater Associates, LP was founded in 1975 in New York by Ray Dalio with a focus on researching and trading the global markets in an effort to generate consistent returns for clients. As a research-led firm, Bridgewater has over 300 investment professionals fully dedicated to deepening their fundamental understanding of markets and economies and seeking to translate that knowledge into quality investment strategies. With around $150 billion in assets, Bridgewater is widely regarded as the largest hedge fund firm in the world.
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BlackRock is the world’s largest fund manager, with US$8.5 trillion of assets globally. We offer a range of solutions — 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 19,000 employees in 36 countries as of September 2022.
BlackRock Hong Kong 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. Hong Kong is our APAC regional hub, where most of our regional management positions are held. Hong Kong has been the center of our Asia business since the BlackRock office was first established in 1988.
Carlyle is one of the world’s largest and most diversified global investment firms, with $426 billion of assets under management across 3 business segments and 585 investment vehicles. Founded in 1987 in Washington, DC, the firm’s global team today is comprised of more than 2,200 professionals operating in 28 offices across 4 continents. Together, across the firm, Carlyle’s mission is to drive long-term value for our investors, companies, shareholders, people and communities.
Within Carlyle, Carlyle’s Global Credit Platform manages over US$188 billion across the risk spectrum: from liquid to illiquid and real asset strategies. Carlyle has been investing in credit assets for more than 20 years and the current team consists of over 200 investment professionals with around 1000 lending relationships across the firm.
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 company’s development, from start-up to maturity.
With its roots in the Swedish Wallenberg family’s 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.
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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. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. KKR & Co. Inc. has been listed on the NYSE since 2008.
Oaktree was formed in 1995 with the goal of developing a preeminent organization dedicated exclusively to alternative and non-mainstream investments and focused on attaining investment performance through risk control, loss minimization and consistency. Oaktree’s expertise in investing across the capital structure has allowed the firm to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. Oaktree’s mission is to deliver superior investment results under control, and emphasizes an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes.
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Partners Group is a leading global private markets firm. Since 1996, the firm has invested USD 195 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.
With USD 135 billion in assets under management as of 31 December 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).
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 – from active to passive including a comprehensive sustainable investing offering.
Our invested assets totaled USD 1.1 trillion¹, with more than 55% invested on behalf of institutional clients. We have more than USD 145 billion invested in alternatives¹ and are the third largest fund of hedge funds manager² and one of the largest real assets investment managers in the world. UBS Asset Management won the 2023 Alternatives House of the Year award by Fund Selector Asia in Hong Kong.
Past performance is not indicative of future results.
¹ As of 31 Dec 2022
² HFM InvestHedge Billion Dollar Club, published December 2021
Amundi Alternatives is a new business line which was created by Amundi Asset Management on January 1st, 2022 upon the acquisition of Lyxor Asset Management. Amundi Alternatives is responsible for designing and distributing funds and investment solutions in the alternative investment space in partnership with or by investing with recognized hedge fund managers in the industry. It relies on a dedicated sales force and on the global clients division of Amundi AM for the distribution of its products.
Bridgewater Associates, LP was founded in 1975 in New York by Ray Dalio with a focus on researching and trading the global markets in an effort to generate consistent returns for clients. As a research-led firm, Bridgewater has over 300 investment professionals fully dedicated to deepening their fundamental understanding of markets and economies and seeking to translate that knowledge into quality investment strategies. With around $150 billion in assets, Bridgewater is widely regarded as the largest hedge fund firm in the world.
BlackRock is the world’s largest fund manager, with US$8.5 trillion of assets globally. We offer a range of solutions — 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 19,000 employees in 36 countries as of September 2022.
BlackRock Hong Kong 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. Hong Kong is our APAC regional hub, where most of our regional management positions are held. Hong Kong has been the center of our Asia business since the BlackRock office was first established in 1988.
Carlyle is one of the world’s largest and most diversified global investment firms, with $426 billion of assets under management across 3 business segments and 585 investment vehicles. Founded in 1987 in Washington, DC, the firm’s global team today is comprised of more than 2,200 professionals operating in 28 offices across 4 continents. Together, across the firm, Carlyle’s mission is to drive long-term value for our investors, companies, shareholders, people and communities.
Within Carlyle, Carlyle’s Global Credit Platform manages over US$188 billion across the risk spectrum: from liquid to illiquid and real asset strategies. Carlyle has been investing in credit assets for more than 20 years and the current team consists of over 200 investment professionals with around 1000 lending relationships across the firm.
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 company’s development, from start-up to maturity.
With its roots in the Swedish Wallenberg family’s 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.
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. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. KKR & Co. Inc. has been listed on the NYSE since 2008.
Oaktree was formed in 1995 with the goal of developing a preeminent organization dedicated exclusively to alternative and non-mainstream investments and focused on attaining investment performance through risk control, loss minimization and consistency. Oaktree’s expertise in investing across the capital structure has allowed the firm to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. Oaktree’s mission is to deliver superior investment results under control, and emphasizes an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes.
Partners Group is a leading global private markets firm. Since 1996, the firm has invested USD 195 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.
With USD 135 billion in assets under management as of 31 December 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).
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 – from active to passive including a comprehensive sustainable investing offering.
Our invested assets totaled USD 1.1 trillion¹, with more than 55% invested on behalf of institutional clients. We have more than USD 145 billion invested in alternatives¹ and are the third largest fund of hedge funds manager² and one of the largest real assets investment managers in the world. UBS Asset Management won the 2023 Alternatives House of the Year award by Fund Selector Asia in Hong Kong.
Past performance is not indicative of future results.
¹ As of 31 Dec 2022
² HFM InvestHedge Billion Dollar Club, published December 2021
As featured in
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US$4B+
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US$40M+
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US$4B+
US$40M+
estimated per year
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As featured in
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as of November 2022
as of January 2023
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Backed by the best in the business
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*This webpage is intended for professional investors who reside in Hong Kong only.
Risk Warnings
Investment involves risk. Past performance is not an indicator nor a guarantee of future performance or returns. Projected performance or returns is not guaranteed to materialise. 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.
General risk warnings relating to collective investment schemes
Before making an investment decision, you are reminded to refer to the relevant prospectus/ offering document for specific risk considerations and related fees and charges.
Funds are not a bank deposit and not capital guaranteed, and are subject to investment risks, including the possible loss of the principal amount invested.
Some of the funds also involve derivatives. Do not invest in them unless you fully understand and are willing to assume the risks associated with them.
Opinions
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 HK Limited (“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 HK Limited, 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.
No invitation or solicitation
Nothing contained on this webpage should be construed as a solicitation, an offer to buy or sale, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction in any jurisdiction in which such solicitation, offer to buy or sale would be unlawful under the securities laws in such jurisdiction. No information included [on this website/ in this article] is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any advisory product or service; or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument; or to participate in any particular trading strategy. Investors should seek independent financial and tax advice before making any investment decision.
Complex Products
Some of the funds contained in this article are complex products and investors should exercise caution when investing in these products.
The funds referred to in this webpage have not been authorised by the Securities and Futures Commission of Hong Kong (the "SFC"), nor has this webpage been approved or reviewed by the SFC under the Securities and Futures Ordinance (Cap. 571) (the "SFO") or the Companies (Winding Up and Miscellaneous Provisions) Ordinance (Cap. 32) (the "C(WUMP)O"), or registered with the Registrar of Companies in Hong Kong pursuant to the C(WUMP)O. Accordingly, the content and use of this webpage must comply with each of the following:-
- SFO: this webpage is not and does not contain an offer to the public of Hong Kong to acquire or subscribe for any interests in the funds other than: (a) an offer only to “professional investors” as defined in the SFO and any rules made under the SFO to do so or; (b) to the extent that this webpage is not a “prospectus” as defined in the C(WUMP)O by virtue of any of the maximum offeree number, minimum investment amount or other exclusions set out in the C(WUMP)O (the "Prospectus Exclusions”); and
- C(WUMP)O: this webpage must not be issued, circulated or distributed to any person in Hong Kong other than: (a) to persons whose ordinary business is to buy or sell shares or debentures, whether as principal or agent; (b) to “professional investors” as defined in the SFO and any rules made under the SFO; (c) in circumstances in which this webpage is not a “prospectus” as defined in the C(WUMP)O by virtue of any of the Prospectus Exclusions; or (d) otherwise in circumstances that do not constitute an offer to the public within the meaning of the C(WUMP)O.
Third party content
The information on this page are provided by the respective fund houses (the "Information Provider") to Endowus HK Limited ("Endowus"). Endowus does not guarantee or endorse the accuracy, reliability and completeness of the information provided by the Information Provider or that it is up-to-date, and that such information has not been independently verified by Endowus. Further, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.
This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
