What is the difference between Endowus Global model portfolios and Factors model portfolios? (HK)
Both portfolios are core offerings designed by the Endowus Investment Office as multi-asset portfolios across the equities and fixed income risk spectrum. All core offerings provide investors with a broad global market exposure that is commensurate with the broadest industry benchmark indexes. These are the MSCI All Country World Index (ACWI) for equities and the Bloomberg (Barclays) Global Aggregate Index for fixed income.
Global model portfolio is designed to give investors broad exposure to global markets in a strategic asset allocation. Most investors should start with a core allocation through our core portfolios.
The key differentiator for the Factors model portfolios is the purely factor-based investing process that is implemented systematically by Dimensional Fund Advisors, while the Global model portfolio has actively managed funds. The Factors model portfolio also offers broad market exposure, but with quantitative and rules-based tilts towards proven factors of returns.
Please note that currently Factors model portfolios are only available for Professional Investors.