Rise in Pension ETF Investments and Korea Investment & Securities' Innovative Services
Korea Investment & Securities has reported a near doubling in the investment allocation to performance-based products like ETFs for transferred retirement pension DC and IRP accounts. From November 1st last year to March 20th this year, the investment proportion surged from 32.7% to 61.2%, with the main clientele being people in their 50s. This growth has been facilitated by the introduction of convenient retirement investment options like ETF automatic installment investment.
The firm is recording a performance-oriented product investment ratio that greatly exceeds the industry average, positioning itself as a leader in innovative retirement investment services, being the first to offer such services in the industry. The ETF automatic installment investment service, introduced last year, has significantly contributed to enhancing pension asset returns. Korea Investment & Securities plans to further diversify investment options by introducing exchange-traded bonds this year.
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Korea Investment & Securities, 61% of Transferred Retirement Pension Funds Concentrated in Performance-based Products - Money TodayMore than half of the retirement pension (DC·IRP) funds transferred to Korea Investment & Securities through the transfer of tangible assets have been concentrated in performance-based products such as ETFs (Exchange-Traded Funds). As interest in the yield of pension assets increases, investments in performance-based products appear to be on the rise. From November 1st of last year to March 20th of this year, 61.2% of the retirement pension funds transferred from other companies to Korea Investment & Securities were performance-ba...
화이트페이퍼2025 4月 04
Retirement Pension at Korea Investment & Securities, ETF Investment Ratio Doubles - White Paper[White Paper=Reporter Ko Soo-a] Following the implementation of the transfer of retirement pensions, the proportion of performance-based investments by DC (Defined Contribution) and IRP (Individual Retirement Pension) customers at securities firms is rapidly increasing. According to Korea Investment & Securities, a subsidiary of Korea Financial Group (CEO Kim Sung-hwan), from November 1 last year to March 20 this year, 61.2% of the funds transferred from other companies to Korea Investment & Securities were invested in performance-based products, including exchange-traded funds (ETFs). Comparing before and after the pension transfer, the proportion of performance-based products at Korea Investment & Securities nearly doubled from 32.7%. This is because a large number of funds transferred either in kind or in cash from other companies were performance-based.
Korean Investment & Securities, Surge in Performance-Based Product Investments Post Transfer of Retirement Pensions - Maeil Business NewspaperProportion of performance-based product investments in DC and IRP accounts increases from 32.7% to 61.2%; Impact of services enhancing convenience of pension investments, such as ETF automatic installment investments