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Anonymous

28 Dec 2019

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Is CPF investment consider part of Assets Under Management (AUM) by bank?

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Shengshi Chiam, CFA

28 Dec 2019

Personal Finance Lead at Endowus

I am not sure if I understand your question correctly, but if the CPF investment unit trusts are bought by bank clients, under the advice of bank relationship managers, and will help the banks earn a recurring trailer fee, then yes it should be part of the AUM of the banks.

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I'm a fresh grad, looking to invest 30% of my salary ($1900 after CPF). If I'm considering investing purely into equities (e.g. STI ETF, Robo), what would you recommend my asset allocation to be?

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