Webinar: Ask Your CIO: Introducing Singapore’s Lowest Cost Passive Index Funds

About the event

Endowus is excited to announce the cheapest way in Singapore to invest in passive index funds for exposure to global equities and fixed income. 

Introducing the newly launched Amundi Passive Index Funds, which are cheaper than the ETFs available on SGX. These new funds are now exclusively available on the Endowus Fund Smart platform. 

Endowus has been closely working with the largest European index fund manager Amundi — which manages more than US$2 trillion globally — to launch the four new passive index funds in Singapore. They are locally registered and denominated in SGD or are SGD-hedged. They are also offered through a more tax-efficient UCITS structure, making them now the lowest cost in Singapore.

These funds represent the key building blocks to a pure passive index fund approach. 

Join in this launch webinar as Samuel Rhee (Chairman and Chief Investment Officer) and Sean Wong (Head of Investments) answer common client questions and cover: 

• An Introduction to the four new Amundi Passive Index Funds on Endowus
• How and why these new funds are the cheapest way to invest in passive index funds out of Singapore
• How unit trusts can be cheaper than ETFs
• Why Endowus Fund Smart is now, on average, the lowest cost and most efficient way to buy a unit trust in Singapore
• The differences between the Endowus core advised portfolios and these new passive index funds

You may also learn more about our funds in this article.

Chapters

00:00 Introduction

‍05:20 Our thoughts on the latest Fed rate hikes

‍06:15 Is a recession imminent?

‍08:40 Passive investors have outperformed active investors

‍13:35 Introduction to the four new Amundi Passive Index Funds on Endowus

‍18:50 What’s the difference between Unit Trusts and ETFs?

‍20:58 Cost comparisons of the new Amundi funds on Endowus

‍25:15 How to set up and find your pure passive portfolio on Endowus

‍28:35 Build your own portfolios with Endowus Fund Smart

‍34:10 In-depth comparison showing why you save more with Endowus

‍40:09 How does Endowus choose funds for its platform?

‍48:50 What are the differences between FTSE All-World Index vs. MSCI ACWI

‍54:42 How will this differ from other CPF portfolios?

‍56:10 FX conversions with Amundi Passive Index Funds

About the speakers

Samuel Rhee, Chairman and Chief Investment Officer, Endowus ‍

Samuel Rhee is Chairman and Chief Investment Officer of Endowus, the leading independent digital wealth platform in Asia. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading to the firm becoming the first digital advisor for CPF investing in Singapore.

In his current role, Sam heads the Investment Office and ensures holistic portfolios for every investor, including the Endowus ESG Portfolios — the first of its kind in Asia. He is also responsible for the company’s asset allocation and investment selection across all offerings. 

Prior to Endowus, he was the CEO and CIO of Morgan Stanley Investment Management in Asia, with more than 28 years of institutional investing experience in Singapore, Hong Kong and London.

He is a firm believer that individuals should have access to the same knowledge and resources that are made available to institutional investors. With this vision, Sam passionately advocates digital adoption in wealth services by creating an interactive and seamless user experience, and making investing and smart financial planning easy and painless.

‍Sean Wong, Head of Investments, Endowus‍

Sean Wong is the Head of Investments of Endowus. In this role, Sean oversees Endowus’ advisory and investment solutions, and leads the investment office in optimising portfolio strategies and fund selection to drive growth. Sean also focuses on developing strategic relationships with fund management companies, broadening the range of investment solutions and market innovations in the sector. 

Prior to his current role, Sean was an Executive Director in the Investment Management Services (IMS) team at Morgan Stanley Private Wealth Management Asia, serving as their Head of Offerings. In this role, Sean was responsible for the identification, selection, due diligence, as well as sales and distribution of all fee-based products and discretionary portfolio offerings to the firms’ Wealth Management clients.

Sean has over 14 years of experience in the wealth management industry, having started his career with BBR Partners, LLC, where he focused on developing integrated investment solutions for ultra-high-net-worth individuals and families.

<divider><divider>

Investment involves risk. Past performance is not necessarily a guide to future performance or returns. 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.

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 Endow.us Pte. Ltd (“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 Pte. Ltd., 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 (i) 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.‍

Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors, The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.‍

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.‍

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 advertisement has not been reviewed by the Monetary Authority of Singapore.