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SMART

+

investing

Like an expert, with experts

licensed & regulated by
Securities and Futures Commission of Hong Kong (SFC)
CE NO. BQR225
PARTNERED WITH

Steffanie Yuen

Head of Hong Kong

Gregory Van

Chief Executive Officer

Sin Ting So

Chief Client Officer
licensed & regulated by
Securities and Futures Commission of Hong Kong (SFC)
CE NO. BQR225

SMART+ is a unique, rigorous, institutional-grade screening framework that is proprietary to Endowus that is important to ensuring that we only curate the Best-In-Class Funds for our clients.

Steffanie Yuen
Head of Hong Kong
Endowus

Our proprietary fund selection framework

Click to expand each section of the funnel
1
The Endowus Investment Office starts off by defining the investable fund universe and ensuring all suitable investment asset classes are covered. Thousands of funds offered by hundreds of fund managers are run through our proprietary quantitative screen.
2
This methodical, scientific, and standardised process helps us select the hundreds of funds that have a track record of proven risk-adjusted returns.
3
Shortlisted funds go through a proprietary due diligence process, which includes rigorous qualitative and quantitative assessments of the investment firm, team, framework, process, and performance of the fund, as well as fee structures and business practices.
4
At the end of the multi-week assessment, we produce a detailed and proprietary questionnaire for shortlisted funds. Funds that find themselves at the top of the list are onboarded onto the Endowus platform.
5
Funds within the Endowus platform are continuously tracked and monitored by the Investment Office on an ongoing basis around the 4 Ps - performance, people, process or philosophy. This tracking includes monthly performance and position monitoring, in-depth quarterly reviews, an annual due diligence questionnaire refresh, and adhoc assessments.
6
The Endowus fund selection framework is more than just SMART. By instituting an extensive and rigorous due diligence process, we curate funds in each category to bring you only those that are Best-In-Class. The Investment Office then creates optimised portfolios and bespoke solutions for our clients. This process is holistic and continues to evolve in order to meet an ever changing investment landscape.
1
The Endowus Investment Office starts off by defining the investable fund universe and ensuring all suitable investment asset classes are covered. Thousands of funds offered by hundreds of fund managers are run through our proprietary quantitative screen.
2
This methodical, scientific, and standardised process helps us select the hundreds of funds that have a track record of proven risk-adjusted returns.
3
Shortlisted funds go through a rigorous due diligence process, which includes qualitative and quantitative assessments of the investment firm, team, framework, process, and performance of the fund, as well as fee structures and business practices.
4
At the end of the multi-week assessment, we produce a detailed and proprietary questionnaire for shortlisted funds. Funds that find themselves at the top of the list are onboarded onto the Endowus platform.
5
Funds within the Endowus platform are are continuously tracked and monitored by the Investment Office on an ongoing basis. This tracking includes monthly performance and position monitoring, in-depth quarterly reviews, an annual due diligence questionnaire refresh, and adhoc assessments.
6
The Endowus fund selection framework is more than just SMART. By instituting an extensive and rigorous due diligence process, we curate funds in each category to bring you only those that are best-in-class. This process is holistic and continues to evolve in order to meet an ever changing investment landscape.
Becoming a signatory to the UN PRI (Principles for Responsible Investment) is a step in our journey towards incorporating sustainable and responsible investing into our process. As a PRI signatory, Endowus is committed to upholding the six PRI principles and contributing to make responsible investing more transparent and accessible.
Becoming a signatory to the UN PRI (Principles for Responsible Investment) is a step in our journey towards incorporating sustainable and responsible investing into our process. As a PRI signatory, Endowus is committed to upholding the six PRI principles and contributing to make responsible investing more transparent and accessible.

Your wealth in safe hands

Preserve and grow your wealth with our team of investment experts, with 150+ years of investment experience across public & private market investing, family office, and wealth management.

Meet our investment team

Samuel Rhee
Chairman & Chief Investment Officer,
ex-CEO and CIO of Morgan Stanley IM
Sean Wong
Head of Investments, ex-Morgan Stanley
Min Axthelm
Director of Investment Research, ex-Dimensional Fund Advisors
Yulin Liu
Investment Lead, ex-AQR Capital Management
Yuhan Tan
Investment Lead, ex-Mercer
Sean Hu
Investment Lead, ex-BNP Paribas
Ludovic de Pampelonne
Investment Associate, ex-AXA Inv Mgrs
Kyungju Hong
Investment Associate
Jie Shun Yeow
Investment Analyst, ex-Societe Generale
Samuel Rhee
Chairman & Chief Investment Officer,
ex-CEO and CIO of Morgan Stanley IM
Sean Wong
Head of Investments, ex-Morgan Stanley
Min Axthelm
Director of Investment Research, ex-Dimensional Fund Advisors
Yulin  Liu
Investment Lead, ex-AQR Capital Management
Yuhan Tan
Investment Lead, ex-Mercer
Sean Hu
Investment Lead, ex-BNP Paribas
Ludovic de Pampelonne
Investment Associate, ex-AXA Inv Mgrs
Kyungju Hong
Investment Associate
Jie Shun Yeow
Investment Analyst, ex-Societe Generale

With over

US$5,000,000,

in client assets and counting

*As of 1 August 2023. Represents Endowus Group combined assets.