ETF Market Expansion and the Evolution of Pension Investment Strategies
The domestic exchange-traded fund (ETF) market has surpassed 400 trillion KRW in net assets, reflecting growing popularity among retail investors. Financial experts are emphasizing the importance of utilizing tax-advantaged accounts such as ISAs, IRPs, and pension savings to maximize tax benefits. Specific strategies highlighted include leveraging ISAs for tax exemption on overseas ETFs listed in Korea, and converting ISAs into pension accounts for additional deductions, while underlining the need to understand the tax structures for U.S. equities and ETFs.
Meanwhile, Korea Investment & Securities has announced that, as of the first quarter, it boasts the highest number of IRP (Individual Retirement Pension) subscribers in the industry at 523,000 members. This growth is attributed to enhanced returns, expanded investment product offerings, and improved digital services. Notably, the firm has launched automated ETF investment services and expanded its robo-advisory lineup, advancing innovation in pension asset management.
Mirae Asset Global Investments recently published the 'Mirae Asset Pension Investment Guidebook' to support pension investors with tailored portfolio design, asset allocation, and tax-saving know-how. The guidebook introduces 72 different pension investment products and features the AI-powered robo-advisor service M-ROBO, available for free download on the company's website, aiming to empower pension investors with actionable strategies.
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Mirae Asset Publishes Pension Investment Guidebook… Featuring 72 ETFs and More - White Paper[White Paper=Reporter Go Suah] Mirae Asset Management announced on the 20th that it has published a practical guidebook for pension investors titled 'Mirae Asset Pension Investment Guidebook'. This guidebook is characterized by its composition to approach pension investment as a 'strategy' beyond just introducing existing investment products. The guidebook includes ▲ 'Pension, Now It's Strategy', explaining the need for pension investment strategy ▲ 'Pension Formation', suggesting asset allocation by generation and situation ▲ 'Pension Winning Tactics' with practical investment know-how ▲ Pension systems and tax benefits ▲ Recommendations for 72 pension products. In particular, it approaches pension investment as ‘First Half – Second Half – Pension’.
Mirae Asset Leading the Pension Market, Publishes 'Pension Investment Guidebook' - EdailyMirae Asset Management announced on the 20th that it has published a practical guidebook for pension investors, the 'Mirae Asset Pension Investment Guidebook' (provided by Mirae Asset Management). The guidebook explains the necessity of pension investment strategies in 'Pension, Now is the Strategy' and suggests asset allocation by generation and situation in 'Pension Formation'...
Korea Investment & Securities Surpasses 520,000 IRP Accounts...Expanded 'Pension Market' through Yield and ETF Strategy - Metro NewsKorea Investment & Securities announced on the 20th that the number of subscribers to its Individual Retirement Pension (IRP) reached approximately 523,000 as of the first quarter, the highest in the securities industry. This follows increased interest in direct investment in retirement pensions, resulting in accelerated customer acquisition through product competitiveness and differentiated yields.