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Value of a financial advisor: Recommended Portfolio Changes
By Endowus Insights  •  November 16, 2021
Monitoring the investments in your portfolio and trying to optimise for improvements can be a time-consuming and complicated affair. This is where working with a trusted financial advisor like Endowus can help you improve the way you invest. As part of our value-added advice, our Investment Office is constantly monitoring our Advised Portfolios to look for funds that will improve your risk-adjusted returns, optimise your portfolios, and find ways to lower cost. For non-professional investors, having the clout to individually negotiate for a more efficient share class with established fund management companies is usually not on the cards. As part of our Recommended Portfolio Changes (RPC), Endowus is proud to introduce three updated share classes of existing funds for our Advised Portfolios. This will be rolled out to help clients invest more efficiently and at lower cost. Our Investment Approach Our strategic passive asset allocation and investment philosophy remains unchanged:...
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By Endowus Insights
Headquartered in Singapore, 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.
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