The Endowus Investment Office starts off by defining the investable fund universe and ensuring all suitable investment asset classes are covered. Thousands of funds offered by hundreds of fund managers are run through our proprietary quantitative screen.

This methodical, scientific, and standardised process helps us select the hundreds from the thousands across the globe, including funds that may not yet be available in Singapore, based on which funds have a track record of proven risk-adjusted returns.

Shortlisted funds go through a proprietary due diligence process, which includes rigorous qualitative and quantitative assessments of the investment firm, team, framework, process, and performance of the fund, as well as fee structures and business practices.

At the end of the multi-week assessment, we produce a detailed and proprietary questionnaire for shortlisted funds. Funds that find themselves at the top of the list are onboarded onto the Endowus platform.

Funds within the Endowus platform are continuously tracked and monitored by the Investment Office on an ongoing basis around the 4 Ps - performance, people, process or philosophy. This tracking includes monthly performance and position monitoring, in-depth quarterly reviews, an annual due diligence questionnaire refresh, and adhoc assessments.

The Endowus fund selection framework is more than just SMART. By instituting an extensive and rigorous due diligence process, we curate funds in each category to bring you only those that are best-in-class. The Investment Office then creates optimised portfolios and bespoke solutions for our clients. This process is holistic and continues to evolve in order to meet an ever changing investment landscape.