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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.
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.
Brookfield 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. Brookfield 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.
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.
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).
Quantedge was founded in 2006 and currently manages more than SGD 4 billion worth of assets. We have garnered numerous international awards and accolades over the years including Top 5 Large Hedge Funds by Bloomberg, Best Asian Billion Dollar Hedge Fund by EurekaHedge, Fund of the Year by AsiaHedge, Best 100 Hedge Funds by Barron’s, Best Diversified Investment Strategy in Asia by CFI.co and Best Quantitative Investment Firm - Singapore by Acquisition International.
Quantedge runs a systematic quantitative investment strategy that is diversified across multiple asset classes such as equities, bonds, commodities, currencies and insurance-linked securities. We are a specialised investment manager with only one investment strategy. Our employees are collectively the largest investor in the Fund, ensuring a strong alignment of interest between us and our external investors.
The Fund Manager, Quantedge Capital, holds a Capital Markets Services (CMS) License and is regulated by the Monetary Authority of Singapore (MAS).
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
Wilshire Advisors LLC (“Wilshire”) is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. The firm is headquartered in the United States with offices worldwide. Wilshire is dedicated to improving investment outcomes by offering a broad suite of investment products, including risk-managed, alternative and hedge fund investment solutions, to institutional investors and financial intermediaries worldwide. As of December 4, 2023, Lyxor Asset Management LLC (“Lyxor”) is a wholly owned subsidiary of Wilshire. Lyxor is the sub-manager for the Managed Fund / Bridgewater Fund Limited (the “Fund”).
Bridgewater Associates, LP (“Bridgewater”) was founded by Ray Dalio in 1975. As of September 30, 2023, Bridgewater managed approximately USD 118 billion for large and sophisticated global institutional clients. Bridgewater is located in Connecticut and employs approximately 1,200 professionals. The philosophy of Bridgewater is characterized by three pillars: Fundamental, Systematic, and Diversified.
The Fund trades Bridgewater’s Pure Alpha Major Markets strategy with more than 50 markets across six asset classes. The Fund seeks to provide risk-adjusted returns with low correlation to traditional and other investments. Pure Alpha Major Markets, a global macro strategy, was launched in 2010 and is one of Bridgewater’s flagship strategies.
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.
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.
Brookfield 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. Brookfield 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.
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.
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).
Quantedge was founded in 2006 and currently manages more than SGD 4 billion worth of assets. We have garnered numerous international awards and accolades over the years including Top 5 Large Hedge Funds by Bloomberg, Best Asian Billion Dollar Hedge Fund by EurekaHedge, Fund of the Year by AsiaHedge, Best 100 Hedge Funds by Barron’s, Best Diversified Investment Strategy in Asia by CFI.co and Best Quantitative Investment Firm - Singapore by Acquisition International.
Quantedge runs a systematic quantitative investment strategy that is diversified across multiple asset classes such as equities, bonds, commodities, currencies and insurance-linked securities. We are a specialised investment manager with only one investment strategy. Our employees are collectively the largest investor in the Fund, ensuring a strong alignment of interest between us and our external investors.
The Fund Manager, Quantedge Capital, holds a Capital Markets Services (CMS) License and is regulated by the Monetary Authority of Singapore (MAS).
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
Wilshire Advisors LLC (“Wilshire”) is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. The firm is headquartered in the United States with offices worldwide. Wilshire is dedicated to improving investment outcomes by offering a broad suite of investment products, including risk-managed, alternative and hedge fund investment solutions, to institutional investors and financial intermediaries worldwide. As of December 4, 2023, Lyxor Asset Management LLC (“Lyxor”) is a wholly owned subsidiary of Wilshire. Lyxor is the sub-manager for the Managed Fund / Bridgewater Fund Limited (the “Fund”).
Bridgewater Associates, LP (“Bridgewater”) was founded by Ray Dalio in 1975. As of September 30, 2023, Bridgewater managed approximately USD 118 billion for large and sophisticated global institutional clients. Bridgewater is located in Connecticut and employs approximately 1,200 professionals. The philosophy of Bridgewater is characterized by three pillars: Fundamental, Systematic, and Diversified.
The Fund trades Bridgewater’s Pure Alpha Major Markets strategy with more than 50 markets across six asset classes. The Fund seeks to provide risk-adjusted returns with low correlation to traditional and other investments. Pure Alpha Major Markets, a global macro strategy, was launched in 2010 and is one of Bridgewater’s flagship strategies.
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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.
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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
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