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Introducing Endowus Fund Smart: Portfolio Customisation at your fingertips

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Learn more about Endowus's new offering: Better fund access, lower costs & portfolio customisation at your fingertips

About this Event

Investors struggle with too many options - a growing array of investment platforms, a never-ending list of funds, and complicated fee structures.

In this session, Gregory Van (Founding Partner) and Samuel Rhee (Chairman and CIO) introduce our latest investment solution, Endowus Fund Smart, and how it makes a world of difference in helping you customize your ideal investment portfolio.

Learn how these funds are carefully curated and down-selected by the Endowus Investment Office, plus a demonstration on how to create your own model portfolios based on your preferences and risk tolerance.

Over this session, you will learn how you would be able to customise your investment portfolios to one that is suitable to you based on:

  1. Your objectives, risk tolerance and financial situation
  2. Your investment preferences (tilts based on geographical/ sectors)
  3. Fund manager preferences
  4. Thematic investing (ESG, Shariah-compliance, and more)
  5. Model portfolios (ultra-defensive, quant, value, cash management, and more)

Learn how to construct ultra-defensive portfolios and other model portfolios from Sam and Iinteract in a live Q&A to get expert investment advice and tips.

Can’t make it for the webinar? Sign up anyway and we’ll send you a copy of the recorded session!

Leading asset managers available through Endowus Fund Smart

Dimensional, PIMCO, Vanguard, Schroders, Franklin Templeton, Eastspring, Fidelity, Aberdeen Standard, PineBridge, Legg Mason, First Sentier (First State), Fullerton, Lion Global, Nikko, and UOB Asset Management

Endowus Live: Grow your wealth by joining our exclusive webinars

Endowus Live is a series of live webinars around growing your wealth, making your money work harder for you, and evidence-based investing. Learn about Endowus and its investment and advisory strategies from our experienced team.

Upgrade your financial knowledge. Anytime. Anywhere.

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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Please note that by registering for this event, your email may be used for marketing purposes.

About the speakers

Gregory Van

Greg started his career at UBS in the investment bank covering private equity and venture capital firms in the Asia Pacific region. He subsequently joined GrabTaxi (now Grab) where he started the payments business and ran technology partnerships.

When it came to investing, Greg found a lack of access to products, incredibly high fees, no advice, and a poor user experience. Combining his finance and technology experience, he found like-minded partners to attack the problem head on, which spawned Endowus.

Samuel Rhee

As the Chief Investment Officer & Chairman of Endowus, Sam is responsible for the asset allocation and investment solutions. He heads the Investment Committee and enables holistic portfolios for every investor. He is one of the founding partners of Endowus and joined the fledgling startup to democratize wealth and disrupt the existing incumbents to change the way investing is done in Singapore. Endowus is now the first and only digital adviser for CPF, SRS and cash savings.

As the former Chief Executive Officer and Chief Investment Officer at Morgan Stanley Investment Management in Asia, Sam has over 26 years of investment experience, managing investment portfolios in the tens of billions, while working with the largest financial institutions in the world.

Disclaimer:

This invitation is for information purposes only and should not be construed as an offer or a recommendation for the purchase or sale of any investment, or subscription to any services. Investments involve risks. You should consider whether any investment views, products, or services are appropriate in view of your investment experience, objectives, financial situation and circumstances.

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