Investment Solutions
Choosing the Right Investments
- CX Bot Disclosure (SG)
- How do I know which portfolio suits my needs? (SG)
- How do I find the NAV of a fund? (SG)
- How does Endowus quantify a fund’s risk rating? (SG)
- What is the difference between Endowus Core Portfolios and Endowus Satellite Portfolios? (SG)
- Should I invest in Endowus Advised Portfolios or Endowus Fund Smart? (SG)
- See all 8 articles
How We Manage Your Money
- Best Execution Policy
- How did you design my portfolio and the asset allocation? (SG)
- Why does Endowus recommend portfolio changes and how do they work? (SG)
- Why did you choose Dimensional Fund Advisors? (SG)
- Why did you choose PIMCO? (SG)
- Why is the target asset allocation for my CPF portfolio different from my other investments working towards this goal? (SG)
Private Market and Hedge Funds
About Flagship Portfolios
About Fund Smart
- How do I transfer my unit trust out of my Endowus account?
- Net Asset Value and Cross Pricing
- What are the benefits of transferring my unit trust holdings into Endowus Fund Smart?
- How do I transfer unit trust investments over to my Endowus account?
- How do I buy a single fund? (SG)
- How do I build a customised portfolio with multiple funds? (SG)
- See all 11 articles
About Cash Smart Portfolios
- Is there a minimum initial investment and minimum transaction size for Cash Smart? (SG)
- What are the risks of investing in Cash Smart? (SG)
- How do I invest in Cash Smart on the Endowus platform? (SG)
- Understanding your Cash Smart Portfolio yields (SG)
- How do I receive the gains from Cash Smart? (SG)
- Can I switch from one Cash Smart goal to another? (SG)
- See all 13 articles
About Income Portfolios
- Can I reinvest my Income Portfolio distributions instead of receiving them as cash? (SG)
- How do we calculate current payout target of the Endowus Income portfolios? (SG)
- Why do the Income Portfolios have a minimum $10,000 investment requirement? (SG)
- When will I receive payouts from my distributing portfolios? (SG)
- What is the asset allocation of each Income Portfolio? (SG)
About ETFs
About ESG Portfolios
- What is ESG investing? (SG)
- How do I invest in Endowus ESG portfolios on the Endowus platform? (SG)
- What is the difference between ESG investing, sustainable investing and impact investing? (SG)
- What are the differences between ESG/SRI ETFs and ESG investing in unit trusts? (SG)
- How do you design and manage the ESG portfolio and asset allocation? (SG)
- What is the difference between Endowus Flagship Portfolio vs Endowus ESG Portfolio? (SG)
- See all 7 articles
About Factor Portfolios
- What is the Endowus Factors Portfolio? What is a ‘factors’ investing strategy? (SG)
- How do I invest in the Factors Portfolio on the Endowus platform? (SG)
- What is the difference between Endowus Flagship, ESG and Factors portfolios? (SG)
- How is the Factors Portfolio managed as a discretionary portfolio? (SG)