Investment Solutions

About Core Portfolios

• How does Discretionary Portfolio Change (DPC) work? (HK)
• Can I modify my Endowus Flagship portfolio? (HK)
• What is Discretionary Portfolio Management? (HK)
• What are Endowus Flagship portfolios? (HK)
• What are Endowus Factors model portfolios? What is a ‘factors’ investing strategy? (HK)

About Endowus CashUp Portfolios

• What are money market and short duration bond funds? (HK)
• When can I receive my money after redeeming my Endowus CashUp model portfolios? (HK)
• What are the risks of investing in Endowus CashUp model portfolios? (HK)
• Can I use Endowus CashUp model portfolios as a corporation or institutional investor? (HK)
• What is Endowus CashUp? (HK)
• What fees do I have to pay for Endowus CashUp model portfolios? (HK)
• See all 7 articles

About Endowus IncomeUp Portfolios

• What is the asset allocation of each IncomeUp model portfolio? (HK)
• When will I receive payouts from my distributing funds? (HK)
• How do you calculate the current payout target of the Endowus IncomeUp model portfolios? (HK)

About Fund Smart

• What do I need to do to make a Unit Trust Transfer to Endowus? (HK)
• What are Cash & Equivalents in the Model Portfolios? (HK)
• What are Complex Products? (HK)
• How does Endowus assess concentration risk checks? (HK)
• What are the funds I can buy based on my risk profile? (HK)
• How are the funds selected by Endowus? (HK)
• See all 8 articles

About Fixed-Rate Savings

• What is Fixed-Rate Savings (FRS)?

About Satellite Portfolios

• What is a core-satellite investment strategy? (HK)
• What is the difference between Endowus core portfolios and Endowus satellite portfolios? (HK)

Alternative Investments

• How do I create an alternative investment goal? (HK)
• Can I invest in Alternatives with Endowus? (HK)
• How long do the subscription and redemptions of alternative investments take? (HK)

Choosing the right investments for me

• How do you recommend suitable funds for me? (HK)
• What factors should I consider when choosing a portfolio? (HK)
• Should I pick my own funds or use the Endowus portfolios? (HK)

How we assess funds

• How does Endowus quantify a fund’s risk rating? (HK)