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UOBAM Invest
UOBAM Invest

UOBAM Invest

Robo-investing, your way

Our UOBAM Invest robo-adviser lets you personalise your goals and risk profile to create a bespoke portfolio.

It combines UOBAM's proprietary investment methodology and framework, backed by over 30 years of award-winning investment expertise, with algorithm-driven technology to deliver a hybrid approach to investing. With UOBAM Invest, we make our institutional-grade management process and solutions accessible to both individual and corporate investors.

UOBAM Invest

How UOBAM Invest benefits you with simple, smart and safe investing

UOBAM Invest - Simple
Simple

Instantly receive a personalised investment portfolio based on your financial goals, investment horizon and risk profile.

UOBAM Invest - Smart
Smart

Benefit from our institutional-grade fund management process and solutions built into UOBAM Invest's algorithm-driven technology.

UOBAM Invest - Safe
Safe

Take comfort in our expertise and long-term commitment to you. We are an established and trusted brand in the asset management industry. We will continue to be here to help you manage your financial goals now and in the future.

Our Key Highlights

UOBAM Invest
1. Get personalised, dynamic portfolios

Whether you are a corporate or retail investor, UOBAM Invest customises portfolios to your risk tolerance, investment objectives and investment horizon. These portfolios are neither static nor pre-built. For instance, two customers might have the same risk profile but receive individualised portfolio allocations based on their different investment horizons.

In addition, you can further tweak your investing preferences after receiving your personalised portfolios. For example, even as a moderate-risk investor, you can increase the risk level of your portfolio to meet your investment goals earlier.

2. Tap on our glide-path solution for a risk-based approach

As you reach the end of your investment horizon, UOBAM Invest will gradually allocate funds towards safer assets so that you can reach your target completion date. For example, if you’re saving a sum for retirement in 20 years, UOBAM Invest gradually reduces your portfolio risk to ensure that the funds that you need are available then.

3. Assess the viability of your investment plan with the success probability

UOBAM Invest generates a success probability of achieving your goals based on how much you are willing to invest and your risk appetite. This estimate is based on UOBAM’s expectations of how asset classes may perform and assumptions of future events, as analysed by UOBAM’s investment professionals. This is meant to provide some insight to help with your planning. For example, the success probability of achieving a smaller goal funded by a large portfolio will likely be higher than the probability of achieving a large goal with a small portfolio.

What does your investment journey look like?

UOBAM Invest
  1. Set up your financial goals, investment horizon and complete the risk assessment.
  2. You will receive a personalised investment portfolio based on your goals and preferences.
  3. Using the Digital Adviser's Portfolio Planner, you can adjust your goals, investment horizon and risk levels and review the probability of attaining your goals.
  4. Start investing by contributing a lump sum to your account or set up a regular savings plan.
  5. Your portfolio will be rebalanced regularly to keep up with to market cycles.

Partner with UOBAM Invest - your investment solutions provider for your digital platforms

UOBAM Invest

We work with our clients to build custom digital investment platforms and design investment solutions to be integrated into existing digital ecosystems.

UOBAM Invest is our plug-and-play model which allows us to offer solutions at all parts of the value chain. We have the capabilities of a product partner and a platform partner to create commingled funds and robo-advisory solutions.

Our success story in offering an e-wallet cash management solution to our digital partner

Our client, a regional super-app, wanted to incorporate an auto-investing feature into their e-wallet service. They sought UOBAM’s investment expertise to invest their users’ e-wallet funds.

We suggested two suitable investment solutions from UOBAM’s award-winning suite of funds. Our client required these investments to be conservative and liquid, so we proposed our United SGD Money Market Fund and United SGD Fund. Our collaboration enabled our client to successfully roll out their new initiative ahead of their competitors and help their users make their cash work harder.

Get in touch with our Digital Sales team below to find out more about partnerships.

Robo-investing, your way

Enjoy our exclusive promotion for the Singapore Fintech Festival

Receive S$10 Grab voucher when you sign up with the UOBAM Invest app today exclusively at the Singapore Fintech Festival. For 400 new sign-ups only from 7 December to 11 December 2020. Sign-up at bit.ly/uobamsff.

Terms and conditions apply.

UOBAM Invest App
UOBAM Invest App

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