Endowus Q2 2021: Performance review and market insights

With the accelerated roll-out of Covid-19 vaccines in developed countries driving economic recovery, financial markets have delivered higher-than-expected returns in the first half of this year. The MSCI All Country World Index returned 14.4% on a SGD basis in just the first half of 2021. Have investors’ portfolios managed to capture these market returns? How should you position your investments going forward?

In this session, our Chairman and Chief Investment Officer, Samuel Rhee and Chief Advisory Officer, Wei Mei Tan discuss:

1. Global macroeconomic conditions and financial markets performance in Q2 2021
2. How Endowus CPF and Cash/SRS, Core and ESG investment portfolios have performed year to date against benchmarks.
3. How Endowus investment approach has led to outperformance against other robo advisors
4. Why strategic asset allocation matters and how the actual performance of Endowus’ clients portfolios track reported performance when this might not be the case for other robos

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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. She was previously at Credit Suisse, UBS, JP Morgan and Temasek. In the last decade, she has successfully launched digital advisory platforms and discretionary mandate solutions at many of these firms.

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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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