Sustainability - Equities
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How we do it better
Do good while doing well
Environmental issues and social inequality are likely to have a profound impact on the global popualtion, world economy, and financial markets. Future-proof your investment portfolios when you invest in positive change for our world.
ESG returns outperformance
ESG investing has the potential to generate higher risk adjusted returns. Companies committed to sustainable business practices have had success at mitigating business risk while opening new growth opportunities - translating into long-term enhancement in shareholder value.
Responsible investing at low cost
Endowus offers unique access to institutional share classes of the world's top ESG funds for our clients. We are also the first in the industry to rebate all trailer fees to our clients - significantly lowering the overall fees to access ESG products compared to other platforms.
Underlying funds
Low, fair fees
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For most investors, the core portfolios - Global model portfolios and Factors model portfolios by Dimensional Fund Advisors (for Professional Investors only), are designed to be efficient broad market investment portfolios for general wealth accumulation needs. Built on the back of empirical data and academic research, the Core portfolios are suitable as the backbone of an investor’s overall investment strategy.
The satellite portfolios are designed to provide additional Best-in-Class exposure to specific assets, regions, sectors or themes. These are suitable for investors seeking to complement their existing broad market investments with a further focused allocation to express individual views on long-term growth opportunities.
A core-satellite investment strategy is where an investor splits his capital allocation between a portfolio that serves as a foundation for his general wealth accumulation goals, and a conviction-based portfolio that is more focused and riskier. Usually, investors considering this strategy would use a diversified, broad market exposure portfolio such as our Global Portfolios as this is designed to give the highest probability of success, for their core allocation. This can then be supplemented by our Satellite portfolios that are more narrowly focused on specific assets, regions, sectors or themes.
Investing in a thematic or sector focused satellite portfolio on its own could potentially be riskier as it is less diversified. However, when used as a supplement to a core portfolio, the overall risk to their wealth accumulation goals can be balanced out while also providing the investor with the exposure to the asset, region, sector or theme that can potentially generate larger returns over the long-term from the secular trends or growth opportunities.
