Flagship Portfolios now made better with BlackRock iShares, Amundi low-cost index funds

Markets often react quickly to changes in macroeconomic conditions — but what does that mean for investment portfolios? 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 your investments work harder for you, Endowus is now recommending to upgrade the Flagship Portfolios for all funding sources — CPF, SRS, and cash — by adding low-cost passive index funds by Amundi, and BlackRock iShares (SRS and cash only). Clients can always choose to opt in or out of such recommended changes.

Chapters:
00:00 – Introduction to the session
02:04 – About Endowus
08:01 – Core-satellite strategy: your money in buckets
12:51 – Why we’re recommending these portfolio changes
14:48 – What’s happening with the changes?
17:25 – Flagship Cash/SRS Portfolios: new allocation
23:17 – Flagship CPF Portfolios: new allocation
24:35 – Saving cost is the only guarantee to better returns
25:40 – Flagship Cash/SRS Portfolios: key characteristics and performance
33:17 – Flagship CPF Portfolios: key characteristics and performance
33:59 – How to opt in for the new portfolios
44:18 – Q&A: BlackRock iShares funds vs Amundi funds
49:06 – How the Endowus platform has evolved
51:11 – Experience Endowus: weekly session with our client advisors

Questions from the live audience: https://sg.endow.us/3mFY5Fp

Read more about the latest recommended portfolio change
► Flagship Cash/SRS Portfolios: https://sg.endow.us/43ZWCuc
► Flagship CPF Portfolios: https://sg.endow.us/3mZS1HY

Our MAS Licensed Financial Advisors are always here to help
► Contact Support: https://sg.endow.us/3CLtvhl
► Join a step-by-step session on using the Endowus platform: https://sg.endow.us/3DdAHEH
► Schedule an Advisory Call: https://sg.endow.us/3Sgddmu

Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Projected performance is not guaranteed. Please refer to our full disclaimer here: https://sg.endow.us/3Ad3XZ4