Global markets have risen since January over the promise of a large Biden financial stimulus and steady vaccine roll-outs. While equities as a whole rose steadily in Q1 2021, returns varied across market sectors and geographies. In particular, small caps and value stocks have outperformed broader markets.

In this session, Samuel Rhee and Wei Mei Tan, Endowus’ Chief Investment Officer and Senior Advisor & Head of Advisory Solutions, will discuss:

1. Global financial markets performance in Q1 2021
2. How the Endowus CPF and Cash/SRS investment portfolios have performed year to date against benchmarks
3. Top performing asset classes, sectors, and geographies for the first quarter
4. Endowus performance vs other robo advisors and the implications of different investment approaches

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About the Speakers

Samuel Rhee

As the Chief Investment Officer & Chairman of Endowus, Sam is responsible for the company’s asset allocation and investment selection. He heads the Investment Committee and ensures holistic portfolios for every investor. Sam has over 27 years of investment experience, managing investment portfolios in excess of US$20 billion dollars while working with the largest financial institutions in the world. He is the former Chief Executive Officer and Chief Investment Officer at Morgan Stanley Investment Management in Asia.

Wei Mei Tan

Wei Mei has over 20 years of financial markets experience. She has been in key leadership positions across private banking, investment banking and asset management. Wei Mei was most recently a Managing Director at Deutsche Bank and was the Global Co-Head of Advisory & Investment Solutions. In the last decade, she has successfully launched digital advisory platforms and discretionary mandate solutions. Wei Mei believes that robust investment portfolios can build and preserve wealth, and wants to make wealth management accessible to all clients via a best-in-class digital wealth platform.

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About Endowus

Invest better to live easier today and better tomorrow. Endowus is the first and only digital advisor for CPF, SRS, and cash savings, helping everyone invest holistically, conveniently, and with expert advice at the lowest cost possible. Endowus is a fee-only independent advisor paid solely by its clients, allowing its advice to be unaffected by conflicts of interest. The firm provides its end-to-end digital solution to individual and institutional investors. Endowus is licensed by the Monetary Authority of Singapore.

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