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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Is it fair for my employer to pay managers the same amount, one being on EP, BUT tops up CPF for the local and consider it as not part of the paydeal??

When diversifying my portfolio, should I consider my CPF SA as part of the weight, or should I only take my investible amount as the base (i.e. 100%)?

I'm a beginner investor, low risk taker. What are your views on investing a lump sum in the fidelity funds global multi asset income fund? It's recommended by the bank manager. Any advice?