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Learn how Endowus is lowering your investment costs for better returns with our latest recommended portfolio change.
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About the session
Markets often react quickly to changes in macroeconomic conditions — but what does that mean for investment portfolios? It can be time-consuming and complicated for non-professional investors to closely monitor their investments and try to optimise their portfolios. This is where Endowus can come in — we’re constantly looking for funds that will improve your risk-adjusted returns and lower costs for you.
To make your investments work harder for you, Endowus is now recommending to upgrade the Flagship Portfolios for all funding sources — CPF, SRS, and cash — by adding low-cost passive index funds by Amundi, and BlackRock iShares (SRS and cash only). Clients can always choose to opt in or out of such recommended changes.
In this interactive session, join Endowus Chairman and Chief Investment Officer, Sam Rhee, and our Chief Executive Officer, Gregory Van, as they share:
- How you can benefit from lower fees and better long-term results with our recommended changes to the Flagship Portfolios
- How we have made it easy for clients to opt in to the portfolio changes
- Endowus’ investment approach and our portfolio resilience during volatile times
Questions from the live audience have been answered on Slido — view them here.
- Flagship Cash/SRS Portfolios made better with BlackRock iShares, Amundi funds
- Flagship CPF Portfolios made better with lowest-cost Amundi passive index funds
- Introducing BlackRock's lowest-cost iShares passive index funds for Singapore retail investors
- Amundi low-cost passive index funds now available for CPF investing
To get started with Endowus, click here.
00:00 – Introduction to the session
02:04 – About Endowus
08:01 – Core-satellite strategy: your money in buckets
12:51 – Why we’re recommending these portfolio changes
14:48 – What’s happening with the changes?
17:25 – Flagship Cash/SRS Portfolios: new allocation
23:17 – Flagship CPF Portfolios: new allocation
24:35 – Saving cost is the only guarantee to better returns
25:40 – Flagship Cash/SRS Portfolios: key characteristics and performance
33:17 – Flagship CPF Portfolios: key characteristics and performance
33:59 – How to opt in for the new portfolios
44:18 – Q&A: BlackRock iShares funds vs Amundi funds
49:06 – How the Endowus platform has evolved
51:11 – Experience Endowus: weekly session with our client advisors
About the speakers
Samuel Rhee, Chairman and Chief Investment Officer, Endowus
Samuel Rhee is 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 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.
Against this backdrop, Sam passionately advocates for greater financial literacy, time-tested and evidence-based advice, lower costs, the industry elimination of hidden fees, and a corporate culture that puts the client’s needs first. 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.
Gregory Van, Chief Executive Officer, Endowus
Gregory Van is the Chief Executive Officer of Endowus, a leading fee-only wealth platform in Asia. Endowus’ mission is to democratise wealth management by providing people with access to better advice and products, empowering everyone to invest better to live easier today, and better tomorrow.
As CEO, Greg is responsible for driving the company’s growth and strategic execution. He started his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.
He saw the need to combine his expertise at the intersection of finance and technology to empower all investors with access to expert advice and institutional-quality products at low, fair fees.
Greg believes in advancing the human experience of money. Alignment of incentives by being fee-only, coupled with personalising and automating wealth management provides every investor with the highest probability of success in reaching their financial and life goals.
Greg was recently awarded the CEO of the Year for the Singapore market at Asia Asset Management’s Best of the Best Awards 2022.
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