facebookHello Seedly, I received an email notification that Endowus recommended for a change in my portfolio. It is highly recommended to change, should I switch it based on their recommendation? - Seedly

Advertisement

Anonymous

23 Nov 2021

Robo-Advisors

Hello Seedly, I received an email notification that Endowus recommended for a change in my portfolio. It is highly recommended to change, should I switch it based on their recommendation?

Thanks

Discussion (2)

What are your thoughts?

Learn how to style your text

Tan Choong Hwee

23 Nov 2021

Investor/Trader at Home

The recommended changes were meant to switch some funds to an accumulating class or reduced fund level fee class, so it is for your benefits. Recommend to accept the changes.

Based on the changes stated here, https://endowus.com/insights/recommended-portfo..., the changes to the structure of some of the funds and the reduced fees for the CPF Advised one is meant to benefit you as an investor.

Also, I think Endowus has little incentive to do anything that wouldn't be beneficial to their clients.

Write your thoughts

Advertisement