facebookHow would you compare Endowus investment methodology with other robos such as Stashaway, Syfe and AutoWealth? - Seedly

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Anonymous

08 Sep 2020

Robo-Advisors

How would you compare Endowus investment methodology with other robos such as Stashaway, Syfe and AutoWealth?

AMA Endowus

Discussion (3)

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Have not been studying other robo-advisors enough to be able to answer. However if anyone interested in StashAway methodology, do read here.

https://www.stashaway.sg/r/stashaways-asset-all...

So far, after following them for 1yr, their methodology works well and logical. They will always have AMA session to explain their shift in allocation.

Edit 9/9: came across a good article about the comparison!
https://betterspider.com/stashaway-vs-endowus/

Samuel Rhee

28 Aug 2020

Chief Investment Officer at Endowus

Hi,

We built Endowus to solve the biggest pain points of investors, which are lack of access to good investment products, advice, and fees.

We give access to institutional share class (not tax inefficient US-ETFs!!) globally diversified funds that are not available on other platforms. We provide advice through our interface, helping you understand how your wealth will grow over the years, and also advise you in terms of portfolio construction, and choice of tax efficient funds.

We are the lowest cost platform that ensure that the all-in cost of investing is less than 1% including fund level fees, transaction/brokerage, platform, custody, FX costs/fees, etc.

Our portfolios have exposure to globally diversified portfolios in a passive allocation, rather than trying to "tactically allocate" certain geographies or sectors, which may be hot for a short period of time but may mean revert in the future. Diversification is a strategy that plays out over a long period of time, and gives you a greater chance of achieving your goals without having to predict how the future will turn out.

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