Webinar: Endowus Q4 2022 Market Insights & Performance Review

About the event

The fourth quarter of 2022 offered respite for weary investors from the challenging market conditions.

Both the equity and fixed-income markets enjoyed a rally and posted positive returns, amid hopes of slowing rate hikes on the back of more favourable inflation figures.

All Endowus core portfolios delivered strong relative performance, enjoying tailwinds from the value-style bias and the slight overweight to emerging-market equity and debt. How then should investors position themselves in 2023?

In this quarterly update, join our Chairman and Chief Investment Officer, Samuel Rhee, and Head of Investments, Sean Wong, as they discuss:

1. How key Endowus Portfolios delivered strong relative performance in Q4 2022
2. Highlights of 2022 portfolio performance and what to expect in 2023
3. How key market events will shape investment opportunities in 2023

Read more: Endowus Q4 2022 Performance Review. For more on the market outlook, refer to this article.

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.

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‍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 Endowus Singapore 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, 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.

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