Chapter
02:35 - Introduction to Endowus
08:13 - Introduction to Dimensional Fund Advisors
11:20 - 3 key takeaways from the Recommended Portfolio Change
13:26 - New portfolio allocations
14:04 - Lower investment cost
15:23 - Changes to the Equity and Fixed Income portfolios
19:53 - Flagship CPF Portfolios return potential
20:55 - How to opt in for the upgraded Flagship CPF Portfolios
25:30 - Q&A
Investing your CPF remains crucial for everyone's long-term retirement journey. We believe you should have access to the best-in-class funds at low and fair fees.
In our latest Recommended Portfolio Change (RPC) to the Flagship CPF Portfolios, we are optimising and upgrading your CPF portfolio by making amendments to the allocations in the portfolio and adding three funds managed by Dimensional Fund Advisors which has been recently approved and included in the CPF Investment Scheme (CPFIS).
This RPC is part of Endowus’ commitment to sourcing mutual funds that will optimise your portfolios.
Join Samuel Rhee, Chief Investment Officer, and Min Axthelm, Head of Research at Endowus, as they discuss the latest enhancements to the Flagship CPF Portfolio to better optimise your long-term retirement plan. Topics covered will include:
► Recommended adjustments to the equities and fixed income allocations
► The inclusion of three new Dimensional Fund Advisors CPFIS funds
► How best-in-class funds and low, fair fees contribute to your investing success
Our MAS Licensed Financial Advisors are always here to help
► Contact Support: [ Ссылка ]
► Join a step-by-step session on using the Endowus platform: [ Ссылка ]
► Schedule an Advisory Call: [ Ссылка ]
Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Projected performance is not guaranteed. Please refer to our full disclaimer here: [ Ссылка ]
