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“Save and Invest Portfolio Series” with Lianhe Zaobao

<<联合早报>>步步为盈” 栏目

SGX, CFA Society Singapore and MoneySENSE jointly launch the “Save and Invest Portfolio Series” with Lianhe Zaobao

Singapore Exchange (SGX) partnered CFA Society Singapore and MoneySENSE to launch the year-long “Save and Invest Portfolio Series” with Chinese daily Lianhe Zaobao in 2017, in a move to encourage Chinese-language readers to save and invest for the future. This followed the success of The Sunday Times Invest section’s “Save and Invest Portfolio Series” that had been running from 2015-2016. The monthly Save and Invest Portfolio Series named “步步为盈“ was featured in Lianhe Zaobao’s weekly financial planning column on every second Sunday of the month, which started from 8 October 2017. The series featured simulated savings and investment portfolios of a young working adult, a married individual with a young child and a retiree – three Singaporean individuals each at different life stages.

Read the news release here.

Save and Invest Portfolio Series

In collaboration with CFA Society Singapore and MoneySENSE, “Save and Invest Portfolio Series” was a monthly column on The Sunday Times, featuring simulated savings and investment portfolios of three Singaporean individuals and families at different life stages. The objective was to provide retail investors with simulated examples of basic investment and portfolio building techniques, in accordance with specific investment goals and risk tolerance. The featured portfolios also introduced different types of investment instruments and products available to retail investors, including relatively new ones such as the Singapore Savings Bonds. The three simulated portfolios was tracked over one year and guided by a panel of four CFA Society Singapore volunteers who are CFA charterholders and collectively have 77 years’ experience as investment professionals.

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