Webinar: Flagship Portfolios launch in Hong Kong

Watch the replay

Chapters

00:00 - Introducing Endowus

‍04:59 - What is core-satellite investing?

‍08:33 - Introducing Endowus Flagship Portfolios

‍21:28 - How does the performance of Flagship Portfolios look like?

‍23:09 - What is the discretionary Portfolio Management Service?

‍26:51 - How to set up the new Flagship Model Portfolios

‍28:44 - Q&A session

About the session

Investment choices can be overwhelming, and market noise can complicate decision-making. Discover the all-new Endowus Flagship Portfolios, our most popular investment portfolio in Singapore, now made available in Hong Kong.

The Flagship series comprises six diversified portfolios, each designed for specific risk tolerance and investment goals serving as the foundation for your core investment allocation. These portfolios invest in Best-In-Class funds managed by renowned global fund managers like Amundi, BlackRock, Dimensional Fund Advisors, and PIMCO.

Intelligent portfolio optimisation through Discretionary Portfolio Management (DPM)

With decades of investing experience, the Investment Office oversees portfolio construction, from curating the building blocks made of top-tier global funds, to executing transactions, and with constant monitoring to maintain alignment with your risk thresholds, freeing you from the need to monitor the market constantly.

Access to Best-In-Class funds from world-renowned investment managers

Gain access to as many as 10,000 global securities in a single portfolio, curated by world-class asset managers across Best-in-Class fund strategies by Amundi, BlackRock, Dimensional Fund Advisors and PIMCO, at a low fair cost.

One-stop solution to globally diversified portfolios

Designed not only to be well-diversified across sector allocation, geographies and market capitalisations, our portfolios are tailored individually to varying risk preferences.

The Endowus Flagship Portfolios comprise as many as 10,000 underlying securities, mitigating risks associated with investing in individual stocks or bonds. As a result, you can optimise overall portfolio risk and potentially achieve more consistent long-term returns.

To learn more about how Endowus Flagship Portfolios can contribute to your investing success, join Min Axthelm, Director of Investment Research, and Edwin Ho, Senior Client Advisor on 9 July where they will discuss: 

1. Discretionary Portfolio Management: How does it work and what does it mean to investors?
2. Flagship Portfolios: Why they are important for your core investing goals
3. How you can benefit from the low, fair fees, curated funds, and better long-term results

There will be a Q&A session at the end of the session. Submit your questions ahead of time here.

About the speakers

Min Axthelm, Director of Investment Research, Endowus

In her role as the Director of Investment Research at Endowus, Min drives the Endowus Group Investment Office’s efforts on research and content creation on the macro market and asset allocation, portfolio construction and optimisation, as well as investment manager due diligence. She also works closely with Endowus’ Product team on product research and development.

Min has more than a decade of experience in the wealth industry, including fund manager due diligence and asset management. She joined Endowus from Morgan Stanley in New York, where she was Lead Analyst with its Wealth Management Global Investment Office. There, she oversaw the due diligence process from inception to completion for US Equity strategies and mutual funds.

Edwin Ho, Senior Client Advisor, Endowus

Edwin Ho is a Client Advisor at Endowus with over 8 years of industry experience. Prior to this role, he was a Fixed Income Product Specialist at DWS Group (formerly Deutsche Asset Management), and Investment Counsellor at HSBC Private Bank where he provided investment advisory service to high-net-worth clients. He graduated from The University of Hong Kong with a Bachelor of Economics and Finance. He is also a CFA charter holder.

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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. 

Risk related to discretionary management . As Flagship Portfolios are provided under discretionary services, Endowus will manage the assets under the portfolio subject to compliance with the terms and conditions of the DPM Services Agreement and on a fully discretionary basis; you will not have any role or right to make investment decisions, except for making contributions or withdrawals from the portfolio; it would not be mandatory for Endowus to provide the underlying fund prospectuses or other fund information to you for each and every investment decision made on behalf of you.  You should exercise caution before investing in discretionary managed portfolios. 

Flagship Portfolio may contain professional-investors only fund(s) and/or “Complex Product”.  In general, Professional-investors only funds are funds that have not been authorised, nor have the offering documents been reviewed by the SFC.  “Complex Products” (as defined by the Securities and Futures Commission, the “SFC”) refer to investment products (e.g. funds) whose terms, features and risks are not reasonably likely to be understood by retail investors because of their complex structures.  Professional-investor only funds and Complex Product in general may have higher risk than other retail and non-complex products.  Past performance is not indicative of future performance. All investments involve risks (including the possibility of loss of the capital invested) and the price of fund units may go up as well as down. This fund may invest in financial derivatives which may involve additional risks (e.g. market, counterparty, liquidity, leverage and volatility risks) and lead to higher volatility. In adverse situations, the fund may suffer significant losses. This fund is not principal protected. In the worst-case scenario, you may lose the entire invested amount. Do not invest in a complex product unless you understand and are willing to assume the risks associated with it, including (in some cases) the risk that you may lose more than the invested amount. Please refer to the “Important Information About Funds” for details of the risks involved.  If you are in any doubt, you should clarify with us or seek independent professional advice.

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 is 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

Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.  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 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 in this article 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 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.

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 article  has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.