Register for the webinar
Join us in the upcoming live interactive webinar to know the investment case for megatrends and the most recent advancements recommended in your satellite portfolio.
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About the session
While artificial intelligence emerges as a most-discussed megatrend, it is just one example of the transformative changes impacting the world. Alongside AI, many future-driven themes position investors ahead of economic shifts. What’s common among these themes is their potential to propel us towards an enhanced quality of life and foster positive social change.
The Endowus Megatrends Portfolio is designed to tap into multiple future-driven themes. The pure-equity portfolio is made up of six best-in-class funds and is deeply aligned with structural growth opportunities unearthed from themes such as technology, healthcare, and clean energy.
The Endowus Investment Office conducts periodic reviews of its portfolios within the SMART+ framework. As part of our ongoing commitment to optimising your portfolios, we are announcing several enhancements to the Endowus Megatrends Portfolio in our latest recommended portfolio change (RPC).
Join us in the upcoming live interactive webinar that features Brandon Lee, Client Experience Lead, and Yuhan Tan, Investment Lead. During this session, they will share the most recent advancements recommended in your satellite portfolio, offering a comprehensive overview of the upgrades. Topics to be covered are:
- Endowus Megatrends Portfolio: Key changes
- Guide to accepting and implementing portfolio upgrades
- Choosing the right satellite solution for your broader portfolio
Speakers will field live questions toward the end of the session. Submit your questions ahead of time here.
About the speakers
Brandon Lee, Client Experience Lead, Endowus
Brandon Lee works with clients from all walks of life to help them achieve their wealth and investment goals leveraging the Endowus platform. As a father of two young children, financial planning is close to his heart. Having lost a parent to illness, he intimately understands the close links between one’s finances and mental health. A Chartered Alternative Investments Analyst, he graduated from Singapore Management University’s Business School and has more than a decade of experience in the banking and fintech industries.
Yuhan Tan, Investment Lead, Endowus
Yuhan Tan is responsible for the sourcing and screening of alternative strategies, along with other functions of the Endowus Investment Office. Yuhan was previously at Mercer and Cambridge Associates, two investment consulting firms that provide investment portfolio management and advisory services to institutional investors. Yuhan was also with Hawksburn Capital, a multi-family office that provides investment advisory services to high-net-worth individuals.
Yuhan graduated from Singapore Management University with a Bachelor of Science in Economics.