Bank of Singapore distinguished itself in the Asian funds space during the review period, with a platform defined by conviction, discipline and clarity of purpose.
Sitting within the bank’s whole portfolio advisory model, which provides a systematic framework to build portfolios with client’s broader financial goals and risk appetite in mind, Bank of Singapore’s funds platform utilises institutional-grade research firepower to carefully curate around 100 funds from an open architecture universe of more than 60,000.
Fund selection is purpose-oriented, based on investment-process integrity, team depth and stability, portfolio-construction discipline, sustainability considerations and repeatability of alpha.
Far from being a fund supermarket, each Bank of Singapore recommended fund is deliberately selected for a distinct role and is continuously re-evaluated. This ensures that a client’s assets are in excellent hands and that selected funds offer non‑overlapping exposures and balanced style representation, making them suitable building blocks for client portfolio construction. With 90% of mutual funds on the platform rated BB or above by MSCI ESG and demonstrated alpha contribution, Bank of Singapore can boast of a funds selection process that ticks all boxes for clients.
Bank of Singapore’s funds platform utilises institutional-grade research firepower to carefully curate around 100 funds from an open architecture universe of more than 60,000
Client education and engagement is a key focus. Regular client events, publications and access to portfolio data analysis give clients a holistic view of the market, market events and their portfolio performance. This offering includes access to thought leadership, through initiatives such as the Compass Dialogue webinar series. The content is provided in conjunction with key fund house partners, such as BlackRock and M&G Investments, and monthly investment guidance from the bank’s CIO.
The bank has also invested in front-office technology to increase client communication quality and communications efficiency, making for more informed and meaningful relationship manager/client conversations and seamless execution of client decisions.
Bank of Singapore’s funds platform proved a compelling proposition for clients throughout the last period, with the platform experiencing a step change in net asset flows into its managed solutions, and its curated fund list penetration hitting new highs.
Together, the platform’s qualities and achievements underscore Bank of Singapore’s position as a trusted partner and a standard-bearer for disciplined, conviction-led fund advisory in Asia.
