UOBAM Invest is Singapore’s first digital advisory service for corporate investors to manage their discretionary investments in the fund house’s proposed portfolio solutions.
Launched in 2018, the service leverages UOBAM’s proprietary screening methodology and asset allocation framework. Corporate investors can now access comprehensive investment capabilities of one of the top fund houses in Singapore and the region at their fingertips, 24/7.
Through UOBAM Invest, corporate investors who prefer to manage their investment portfolios digitally can complete an online risk assessment of their risk tolerance level and capacity to invest, and receive a customised portfolio recommendation, assisted by an advisor.
The portfolios will be created from a wide range of UOBAM-managed funds and global exchange-traded funds (ETFs) spanning various asset classes such as equities, high-yield and investment grade bonds, as well as money market and short-term fixed income.
By harnessing digital, UOBAM Invest makes investing more accessible and convenient, enabling more clients to participate in top-rate investments.
Offered exclusively to UOB Commercial Banking customers.
To find out more about UOBAM Invest, please email UOBAM@UOBGroup.com