Webinar: Upgrading your Flagship Portfolios with Amundi’s new low-cost Passive Index Funds
Endowus Insights

Webinar: Upgrading your Flagship Portfolios with Amundi’s new low-cost Passive Index Funds

Updated
13
Sep 2022
published
8
Aug 2022
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Upgrading your Flagship Portfolios with Amundi Funds

About the event

Markets often react quickly to changes in macroeconomic conditions — but what does that mean for investment portfolios? Is it a good idea to try to “beat the market” in the current volatility? 

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 things more efficient, Endowus is now recommending to upgrade the Flagship Portfolios by including two passive index funds. Clients can always choose to opt in or out of such recommended changes.

In this interactive session, join Endowus' Head of Investments, Sean Wong, together with our Investment Lead, Yulin Liu, as they share more on: 

  1. Details of the change we are recommending for the portfolios
  2. Why we are making this adjustment
  3. How you can benefit from the lower fees and better long-term results
  4. The process of the change, how to opt in and other concerns you might have
  5. Endowus’ investment approach and our portfolio resilience during volatile times

Register here to receive the latest updates and the link to the session.

About the speakers

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.

Yulin Liu is the Investment Lead at Endowus. Yulin focuses on investment due diligence and portfolio construction, and coordinates with other departments on investment-related matters. She is a member of the Investment Committee and is passionate about making investing more accessible and easier for individuals.

Her most recent role was with AQR Capital Management, where she served major institutional investors across Asia in their investment and portfolio monitoring needs.

Yulin holds a Masters in Financial Analysis (Distinction) from London Business School, and a MEng in Engineering, Economics and Management (First Class Honours) from the University of Oxford.

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