.webp)
.webp)
.png)
Private markets &
hedge funds, done right
Private markets
& alternatives,
done right
.webp)
.webp)
“
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.
.webp)
Partnering with top alternatives managers
We stand on the shoulders of giants to offer you the top institutional alternative strategies available.
.webp){kind=small}
Picked by experts, managed by experts
Every strategy is SMART+ curated by the Endowus Investment Office for performance, cost, investment process, and more.
.webp)
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*
AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQR’s evolution since 1998 has been a continuous exploration of what drives markets and how it can be applied to client portfolios.
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.
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth.
Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of September 30, 2024, Apollo had approximately $733 billion of assets under management.
.svg.webp){kind=logo}
Blackstone is the world’s largest alternative asset manager. The Firm seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the Firm invests. Blackstone’s more than $1.1 trillion in assets under management include global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Blackstone’s scale – with 12,500+ real estate assets and 250+ portfolio companies* – enables the Firm to invest in dynamic sectors positioned for long-term growth.
*As of December 31, 2024.
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $235 billion in assets under management (as of Sep 30, 2024), we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 1,050 experienced professionals across 15 offices globally, Blue Owl brings the vision and discipline to create the exceptional. The firm has been listed on the New York Stock Exchange (NYSE) under the ticker symbol “OWL” since 2021.
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.
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.
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.
In 2019, Brookfield Asset Management acquired a majority stake in Oaktree Capital Management, managing more than USD 900 billion*
*as of 31 December 2023.
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.
Founded in 2007, HPS Investment Partners is a leading global, credit-focused alternative investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate.
The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that we believe enables us to create value for our clients, who have entrusted us with approximately $148 billion of assets under management as of June 2024. HPS has fourteen offices and has 250+ investment professionals and 750+ employees globally.
HarbourVest is a private markets firm with 40+ years of experience and insight, with interwoven skills across asset classes, and relationships that build futures.
HarbourVest Partners (“HarbourVest”) is a private markets firm with 40+ years of experience. We manage over $125bn of AUM as of 12/31/2023, with a team of over 230 investment professionals across
14 offices globally. In Asia-Pacific, we have six offices – Sydney, Singapore, Hong Kong, Beijing, Seoul and Tokyo.
Throughout our four decades of experience, we have built a competitive platform across primaries, secondaries, direct co-investments, real assets and infrastructure, and private credit.
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.
We believe the notion of ‘connecting’ is powerful – 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*.
*Source: Janus Henderson Investors. Staff and AUM data as at 31 December 2022. AUM data excludes Exchange-Traded Note (‘ETN’) assets.
Since Jupiter Asset Management (‘Jupiter’) 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.
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.
.png)
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.
%201.png){kind=logo}
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
AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQR’s evolution since 1998 has been a continuous exploration of what drives markets and how it can be applied to client portfolios.
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.
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth.
Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of September 30, 2024, Apollo had approximately $733 billion of assets under management.
Blackstone is the world’s largest alternative asset manager. The Firm seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the Firm invests. Blackstone’s more than $1.1 trillion in assets under management include global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Blackstone’s scale – with 12,500+ real estate assets and 250+ portfolio companies* – enables the Firm to invest in dynamic sectors positioned for long-term growth.
*As of December 31, 2024.
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $235 billion in assets under management (as of Sep 30, 2024), we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 1,050 experienced professionals across 15 offices globally, Blue Owl brings the vision and discipline to create the exceptional. The firm has been listed on the New York Stock Exchange (NYSE) under the ticker symbol “OWL” since 2021.
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.
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.
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.
In 2019, Brookfield Asset Management acquired a majority stake in Oaktree Capital Management, managing more than USD 900 billion*
*as of 31 December 2023.
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.
Founded in 2007, HPS Investment Partners is a leading global, credit-focused alternative investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate.
The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that we believe enables us to create value for our clients, who have entrusted us with approximately $148 billion of assets under management as of June 2024. HPS has fourteen offices and has 250+ investment professionals and 750+ employees globally.
HarbourVest is a private markets firm with 40+ years of experience and insight, with interwoven skills across asset classes, and relationships that build futures.
HarbourVest Partners (“HarbourVest”) is a private markets firm with 40+ years of experience. We manage over $125bn of AUM as of 12/31/2023, with a team of over 230 investment professionals across
14 offices globally. In Asia-Pacific, we have six offices – Sydney, Singapore, Hong Kong, Beijing, Seoul and Tokyo.
Throughout our four decades of experience, we have built a competitive platform across primaries, secondaries, direct co-investments, real assets and infrastructure, and private credit.
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.
We believe the notion of ‘connecting’ is powerful – 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*.
*Source: Janus Henderson Investors. Staff and AUM data as at 31 December 2022. AUM data excludes Exchange-Traded Note (‘ETN’) assets.
Since Jupiter Asset Management (‘Jupiter’) 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.
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. 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.
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
automated adviser in Asia”
.webp)
future of wealth management”
US$7B+
as of Sept 2024
US$50M+
estimated per year
.webp)
changes to the industry”
.webp)
management experience”
As featured in
.webp)
automated adviser in Asia”
future of wealth management”
as of November 2022
as of January 2023
.webp)
changes to the industry”
.webp)
management experience”
Backed by the best in the business
.webp)
.webp)
.webp)
.webp)
.webp)
.webp)
.webp)
.webp)
.webp)
Preserve and grow your wealth in the hands of our investment experts across public & private markets, family office, and wealth management.
.webp)
Your personal relationship manager will work with you to create customised portfolios tailored to your goals and life priorities.
.webp)
Access best-in-class strategies with the same Endowus promise of low fair fees, always. No hidden fees, no sales fees, no subscription charges.
.webp)
We take the stewardship of your wealth very seriously. Endowus is licensed by MAS, and your assets are safely held in your own name at UOB Kay Hian, Singapore’s largest broker.
Better access to private markets & alternatives — with institutional-grade security, lower minimums and no subscription charges.
*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.
