IMAS & LIA’s relaunched portal makes it easy to discover your investment profile, even for ESG

  • A national funds data platform that aggregates and provides public access to timely data on fund performances, risks and returns of over 9,500 funds distributed in Singapore.
  • The portal empowers investors to make informed decisions, and select funds based on a wide range of ratings, from risk preference to sustainability goals.

Singapore,1 December 2021 – The Investment Management Association of Singapore (IMAS) and the Life Insurance Association Singapore (LIA), have jointly developed a revamped Designed to assist investors to make informed decisions around their investments, the portal offers up-to-date and in-depth information on the performances, risks and returns, and clear breakdown of fees of over 9,500 funds distributed in Singapore, and several filters that investors can use to discover funds and create portfolios that match their investment, risk profile and even sustainability values.

“Singapore, as a major investment hub with S$4.7 trillion of asset under management, has a unique opportunity to direct these investments dollars towards responsible investments to encourage better environmental, social, governance (ESG) outcomes,” said Carmen Wee, CEO of IMAS. “As the national investment management association, we seek to achieve that by providing investors with risk and sustainability profiling tools, analytics and consolidate the power of research across the entire industry in one neutral place so that investors have a go-to site to validate their fund investments. We empower investors to harness the power of knowledge to make informed investment choices.”

“For members of Life Insurance Association, the goal of life insurers is to reach everyone in society, to be prepared for life’s evolving needs with suitable products. The updated portal offers an up-to-date resource for self-directed learning and analysis by investors. They can discover and develop their personal investment profile as they use the portal along their stages of life,” said Pauline Lim, Executive Director, LIA.

Designed for the investing community and financial intermediaries, the new user-friendly portal offers several features including profiling tools on risk and sustainability, a search and compare capability for users to analyse its library of funds based on NAVs, fees, risk and sustainability ratings as well as risk and return. Through Portfolio Analyser, users can build customized portfolios using any of the retail mutual funds available for sale in Singapore. Powered by data from Morningstar Research Pte. Ltd[1], and built by IMAS Fintech member, New Wealth, increases transparency with reports such as fund flows data, performance and risk analysis. Coupled with its new Education Center- a repository of industry insights and expert opinions, investors are equipped to discover new investment opportunities, make more informed decisions and reverse enquiries independently.

“The CPF Investment Scheme (CPFIS) is suitable mainly for knowledgeable members who have the financial expertise and time to manage their investments on their own. To this end, the improved portal would be useful to CPFIS members. As all investments come with risk, members can make use of the data available to make more informed investment decisions,” said Meei Wu, Director, Investment Schemes, CPF Board.

To bridge the gap of investors’ knowledge on ESG investing, the Sustainability Profiler was developed with content from Amundi. The Sustainability Profiler harnesses the latest UX innovations, combined with contextual financial education, to primarily raise ESG and Sustainable Investing awareness for Singapore investors. The Sustainability Profiler allows investors to explore their ESG and Sustainability preferences and brings a clear ESG profile dashboard to the investor with a list of personalized filters to screen the Singapore retail fund universe.

“The Sustainability Profiler is one of the first concrete examples in Asia on how financial institutions can equip their salesforce and customers with client-centric engagement solutions,” said Albert Tse, Amundi’s CEO of South Asia and Head of IMAS Human Capital Committee. “As the integration of sustainability preferences in investment advisory becomes mandatory in Europe from August 2022, it is only a matter of time we will see the same demands here in Asia. We are proud to be at the forefront of this momentum, to lend our expertise and knowledge of ESG factors and preferences in investing.”

About the Investment Management Association of Singapore (IMAS)

Representing over 100 investment managers with assets under management in Singapore of about SG$1.3 trillion, the Investment Management Association of Singapore (IMAS) seeks to set the benchmark for the investment and fund management industry in Singapore by fostering high standards and professionalism while promoting exemplary practices among its members. IMAS is the representative body of investment managers spearheading the development of the industry in Singapore. It serves as a forum for members in discussions as well as a collective voice where representation is needed on behalf of the investment management industry, facilitating training for its members, and contributing towards investor education.

Life Insurance Association, Singapore (LIA Singapore)

Established in 1962, the Life Insurance Association, Singapore (LIA Singapore) is the not-for-profit trade body of life insurance product providers and life reinsurance providers based in Singapore and licensed by the Monetary Authority of Singapore (MAS).

Vision and Mission

The vision of member companies is to provide individuals with peace of mind and to promote a society where every person is prepared for life’s changing cycles and for those situations unforeseen.

They are committed to being a progressive life insurance industry by collectively enhancing consumer understanding, promoting industry best practices, and through the association fostering a spirit of collaboration and mutual respect with government and business leaders.

For media queries, please contact:

Chi-an Chang

Financial PR

T: 6438-2990


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