Samsung Asset Management Releases 'Kodex Family ETF Investment Package Book' for All Generations
Samsung Asset Management has published the 'Kodex Family ETF Investment Package Book', offering customized investment strategies for family-based asset management. The package book primarily targets investors in their 30s to 50s, presenting a comprehensive asset management structure that connects the wealth flows from parents to their children. It features integrated content on pension accumulation, monthly dividend strategies, gift planning, and long-term investment approaches, all tailored to meet the varying needs of different family members.
The guide includes practical strategies utilizing 17 types of KODEX ETFs, providing actionable solutions for concerns across generations and suggesting ways to build optimized portfolios according to the family life cycle. The guidebook is available for free on Samsung Asset Management’s official website, and an accompanying webinar will further introduce tailored strategies and recommended ETFs for each generation. This initiative is particularly noteworthy for its holistic approach to family wealth growth and transfer, covering issues such as retirement preparation, gifts for future generations, and cash flow management through monthly dividends.
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Samsung Asset Management Publishes ‘Kodex Family ETF Investment Package Book’ - Herald EconomyAs Family Month in May approaches, interest in integrated asset management that considers the entire family beyond individual units is increasing. A guidebook containing family unit investment strategies has been released. Samsung Asset Management
'Unified Three-Generation Asset Management' Kodex Family ETF Investment Package Book Published - Yonhap InfomaxSamsung Asset Management has published an investment package book containing a family-oriented investment strategy that spans generations. On the 27th, Samsung Asset Management announced that it has released the 'Kodex Family ETF Investment Package Book', which includes integrated asset management content considering the entire family, such as pensions, monthly dividends, and gifts. Samsung Asset explained that, in celebration of Family Month in May, the guidebook includes an asset management structure that extends from investors in their 30s to 50s to include both parents' and children's generations. Furthermore, it offers a seamless flow from previously individual topics like pensions and gifts. The guidebook covers 'my' pension saving period and asset accumulation through monthly dividends.
“One Book for Pensions, Monthly Dividends, and Gifts”… Samsung Asset Management Publishes ‘Kodex Family ETF Investment Package Book’ - Herald Economy[Herald Economy=Reporter Jeong Yoon-hee] As the month of May, which is Family Month, approaches, interest in integrated asset management considering the entire family beyond the individual level is increasing, featuring family unit investment strategies.
Samsung Asset Management Publishes 'Kodex Family ETF Investment Package Book' - EDailySamsung Asset Management announced on the 27th that it has published the 'Kodex Family ETF Investment Package Book' which includes a family unit investment strategy covering pensions, monthly dividends, and gifts. (Source: Samsung Asset Management) With Family Month in May approaching, it is aiming beyond individual management to integrated family unit asset management...