Endowus Satellite Strategy series
Endowus Insights

Leap into prosperity this CNY 💰     Get an $88 head start to growing your wealth.

Leap into prosperity this CNY 💰Get a $88 head start to growing your wealth.

Endowus Satellite Strategy series

Jun 2022
Nov 2021

The concept of core and satellite investing remains fairly new to many investors. While most people understand the importance of diversification and passive allocation for core investing, what does a winning strategy for satellite investing look like? What kind of solutions and strategies should you use for satellite portfolios?The Endowus Investment Office have produced and curated a series of webinars to help you better understand how best to approach Core and Satellite investing.

Webinar schedule for Satellite Strategy series


Introducing our all-new Endowus Satellite Portfolios

On the 25th of November, join the Endowus Investment Office and expert fund managers as they share their views on the macroeconomic trends influencing each satellite portfolio, and their investment approach to navigating the markets.

Riding the next Megatrends

Megatrends — powerful, transformative forces that have the capacity to shift paradigms and redefine the world we live in. We’ve seen how companies at the innovation forefront of electricity, automobiles and the Internet have performed tremendously well in the past. How can we invest in the next big thing, and how do fund managers identify and select these companies?

Sign up for our session on the 1st of December,  and hear from our expert speakers as they share insights on:

  1. What are the key megatrends you should have exposure to?
  2. How has interest in thematic investing and structural trends changed over the years?
  3. Would an active investment strategy do better than a passive investment strategy?

About the external speakers

David Wong, Senior Investment Strategist, AllianceBernstein

David joined AB in 2015, bringing two decades of experience in global equity markets to the firm. Prior to joining AB, Wong was a partner at Janchor Partners, a Hong Kong–based long/short equity hedge fund with US$2 billion in assets under management (AUM). Before that, he set up the Hong Kong office for GMT Capital, an Atlanta-based long/short equity hedge fund with $5 billion in AUM, where he served as portfolio manager and head of Asian investments. Over Wong’s eight years at the two hedge funds, he was responsible for global investments in technology stocks and served as a generalist portfolio manager for the Asia-Pacific region, including Japan. He was also the founder and managing director of Mobile Adventures, a pan-Asian wireless content company. Wong started his career as an equity research analyst at Bankers Trust and Deutsche Bank; at Deutsche, he managed a team of five associates as the firm’s regional semiconductor analyst. He holds a BA in political science from Yale University.

Karen Karmandarian, Founding Partner, Thematics Asset Management

Karen is a founding partner of Thematics Asset Management and is the Co-Manager of the AI & Robotics fund.Karen has 24 years of Finance industry experience: he began his investment career in 1994 with Société Générale as a bank analyst. In 1996 he joined the Aurel-Leven brokerage firm to set up and lead the Credit and Research department and in 1999 moved to the 'buy side' in a similar role with Ixis Asset Management in Paris, where he spent five years. He subsequently joined Pictet Asset Management in 2004 based in Geneva, where he spent 14 years, managing first the High Yield Credit Fund before becoming a Senior Equity Portfolio Manager in the Thematic Equities team in 2007. Karen then moved to the latest project within Pictet Thematics, the Global Thematic Opportunities Fund, a 'best ideas' portfolio which leverages the knowledge of each and every Thematic strategy.

Investing in China — balancing growth & risks

China benchmark indices have been underperforming other markets in the past year, with concerns around regulation and China’s real estate market debt looming in the minds of investors. What are investment professionals’ assessments of this volatility? Does the long-term growth story of China justify the regulatory risks involved when investing in the Chinese market?

In our session on the 8th of December, our expert speakers discuss the following questions:

  1. What are their views of the Chinese property market?
  2. China is facing the challenges of an ageing population and high property prices — are these growth concerns?
  3. How do policies around common prosperity affect the macroeconomic landscape?
  4. What are the growth opportunities that green financing can bring to infrastructure ?
  5. How will  the leadership transition in 2022 affect the markets?
  6. What are their firms’ investment strategy for the China Fixed Income space in the near future?

About the external speakers

Peter Ru, Managing Director, Neuberger Berman

Peter is a Senior Portfolio Manager on the Emerging Markets Debt team and China Fixed Income Strategy Leader, based in Shanghai. He is responsible for overseeing the firm’s China onshore fixed income efforts and managing RMB strategies for domestic and international clients. Peter has extensive experience in China's capital markets, having previously worked as CIO for Galaxy Fund Management, Shanghai HFT Fortune A.M., Invesco Great Wall F.M. and Morgan Stanley Hua Xin FM. Prior to his time in China, Peter worked in the U.S. in various senior capacities managing strategies in asset classes such as U.S. Treasuries, core, core plus and U.S. Mortgages, most notably with Morgan Stanley Investment Management, servicing Central Banks amongst others. Peter received a BS in Physics from Fudan University, an MS in Business from Carnegie Mellon’s Tepper School of Business and a PhD in Physics at Drexel University.

Corwin Huang, Director, BlackRock

Corwin is the lead product strategist for BlackRock Asian Credit across the credit and liquidity spectrum, including investment grade credit, high yield credit and private credit. Corwin began his career as a data scientist at BlackRock Solutions, specialising in fixed income analytics and portfolio optimisation. Corwin graduated from the University of Michigan – Ann Arbor, Summa Cum Laude, with a Bachelors of Science in Engineering, concentrating in Operations Research and Financial Engineering.

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About the external speakers

Radhika Surie, Investment Director, Fidelity

Ms. Radhika is a senior product specialist, based in London, covering global equities. She has over 10 years of industry experience, working as an Investment Consultant in Deloitte and as a Research Analyst in India Infrastructure Publishing. She graduated from the Delhi School of Economics.

Ben Bei, Director and Product Strategist, BlackRock

Mr. Bei, Director and Product Strategist of BlackRock, has more than fifteen years of experience in the financial industry, mostly performing macroeconomic and equity strategy research on China. Prior to joining BlackRock in May 2018, Mr. Bei worked at CIMB as Chief China Strategist and Head of Hong Kong/China Research. Mr. Bei earned a BBA in Accounting with First Class Honours from Hong Kong Baptist University, and a Master of Finance from The University of Hong Kong.

Paul Zhuang, CFA, Vice President, Financial Institutions, Franklin Templeton

Mr. Zhuang is part of the wholesale distribution team at Franklin Templeton. Based in Singapore, his responsibilities include being the lead for retail bank channels and country lead for Indonesia. His previous work experience includes fund selection and due diligence at DBS Bank, portfolio performance reporting at Credit Suisse Private Bank and relationship management at UOB Bank.


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.

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