Investment Solutions

Alternative Investments

• How long do the subscription and redemptions of alternative investments take? (SG)
• What are the Endowus Fees for Alternative Investments? (SG)

Choosing the Right Investments

• How do I know which portfolio suits my needs? (SG)
• How do I find out 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)
• How do I choose between Endowus Cash Smart Secure, Enhanced and Ultra? (SG)
• See all 8 articles

How We Manage Your Money

• 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)

About Flagship Portfolios

• Which funds are in the Endowus Core Portfolios (Advised Portfolios)?

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)

About Income Portfolios

• 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 Satellite Portfolios

• How do I invest in the Satellite Portfolios on the Endowus platform? (SG)
• What is a Core-Satellite investment strategy? (SG)

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)
• How do Cash Smart Secure, Enhanced and Ultra generate potential yields? How are the projected yield ranges calculated? (SG)
• How do I receive the gains from Cash Smart? (SG)
• How do I switch from one Cash Smart portfolio to another? (SG)
• See all 14 articles

About Fund Smart

• 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)
• How do I build a portfolio on Fund Smart? How do I choose which funds to invest in? (SG)
• See all 10 articles