The Endowus Flagship Portfolios are designed to be a one-stop solution for clients. Built from the ground up by the dedicated team at the Endowus Investment Office, these portfolios feature Best-in-Class Funds managed by globally renowned fund managers.
The Endowus Flagship Portfolios provide six diverse asset allocation portfolios with varying mixes of equities and fixed income. Each portfolio is designed to cater to different risk tolerances and associated return expectations. This ensures that investors can align their risk preferences with their investment objectives.
The Endowus Flagship Portfolios offer the benefit of diversification. By investing in a combination of global equities and fixed income, investors can lower overall portfolio risk and potentially achieve more consistent long-term returns.
Each fund in the portfolios, whether passively or actively managed, is diversified and maintains a track record of adhering to its investment philosophy and style. The diverse investment approaches of the funds balance each other out, creating a portfolio that is not overly reliant on a single sector, geographical region, investment style, or factor, while still having the potential to outperform.
The underlying funds in the portfolios are managed by leading investment management firms such as Amundi, BlackRock, Dimensional Fund Advisors, and PIMCO. These firms have a long history of managing investments and are known for their expertise and track record in delivering strong investment returns over the long term.
The DPM element opens up the product range for general investors to tap into the universe of products that are otherwise distributed to professional investors. The example includes underlying equity strategies managed by Dimensional Fund Advisors.