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