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.
0:00 Introduction about Endowus 8:46 Introducing Endowus Fund Smart 11:31 Endowus Fund Manager and Fund Selection Process, tools and functions of Fund Smart 18:41 Using Endowus to create a Core and Satelite Investment portfolio 20:50 Customising your own Cash Smart Solution 23:25 Introducing Endowus Ultra Defensive Portfolio of Bond Funds 26:44 Single Fund Manager (Dimensional/PIMCO) Portfolios 29:33 Misalignment of interest with traditional platforms 33:36 Cost Comparison of Endowus vs other platforms 38:37 QnA Part 1 43:34 Walkthrough of Endowus Fund Smart -100% Passive CPF Portfolio 50:56 Walkthrough...