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Jin

28 Aug 2020

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Given that a significant percentage of equities are in the US, how does Endowus hedge against FX risk? Can you also share news on: 1. upcoming improvement to the CPF portfolio, 2. CPF LRIS. Thanks!?

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Samuel Rhee

28 Aug 2020

Chief Investment Officer at Endowus

Hi Jin,

It is inefficient to hedge against FX risk for equities, as the underlying investments are never directly exposed to a single currency for any diversified equities portfolio.

We avoid taking single currency risk by being globally diversified for your equities portfolio, using SGD denominated funds so that you minimise FX transaction cost.

Unlike other roboadvisors, we provide SGD hedged bond funds in all our portfolios so that you do not take unnecessary FX risk in your bond allocation. You can read more about FX risk management here.

We are still working closely with the fund managers on bringing better funds to CPFIS. We are not in a position to comment on CPF LRIS, sorry about that!

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