Flagship CPF Portfolio Upgrade: Introducing the factor investing giant
Endowus Insights

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Flagship CPF Portfolio Upgrade: Introducing the factor investing giant

Updated
17
Jul 2024
published
9
Jul 2024
Flagship CPF Portfolio upgrade

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About the session

Investing your CPF remains crucial for everyone's long-term retirement journey. We believe you should have access to the best-in-class funds at low and fair fees. 

In our latest Recommended Portfolio Change (RPC) to the Flagship CPF Portfolios, we are optimising and upgrading your CPF portfolio by making amendments to the allocations in the portfolios and adding three funds managed by Dimensional Fund Advisors which has been recently approved and included in the CPF Investment Scheme (CPFIS).

This RPC is part of Endowus’ commitment to sourcing mutual funds that will optimise your portfolios.

Join Samuel Rhee, Chief Investment Officer, and Min Axthelm, Head of Research at Endowus, as they discuss the latest enhancements to the Flagship CPF Portfolios to better optimise your long-term retirement plan. Topics covered will include:

  • Recommended adjustments to the equities and fixed income allocations
  • The inclusion of three new Dimensional Fund Advisors CPFIS funds
  • How best-in-class funds and low, fair fees contribute to your investing success

We will be releasing “Dimensions of Investing,” a three-part interview series with the founders of Dimensional Fund Advisors. Hosted by Samuel Rhee from Endowus, watch out for this exclusive interview series with David Booth, Bob Merton, and Gerard K. O'Reilly at Dimensional. 

Hear more on the evolution of indexing, factor investing, and how evidence-based investing advises against market timing. Stay tuned!

About the Speakers

Samuel Rhee
Chairman & Chief Investment Officer

Samuel Rhee is Co-founder, Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with nearly three decades of institutional investing experience in Singapore, Hong Kong, and London.

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.

Min Axthelm
Head of Research

Min Axthelm is the Head of Research at Endowus, Asia’s leading digital wealth platform. 

In her current role, 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.

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Flagship CPF Portfolio upgrade

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