Personalization of the ETF Market, Dividend Strategies, and Global Portfolio Benchmarking
The ETF market is rapidly shifting towards retail investors, with returns becoming a key competitive factor. Hanwha Asset Management emphasizes the importance of differentiating through thematic and dividend-focused ETFs, as well as the stock-picking prowess of active ETFs. While the retirement market shows growing interest in dividend stocks and related ETFs, there are concerns regarding overheated competition over dividend distribution rates.
With the implementation of the separated taxation system for dividend income, investments in dividend-paying stocks are attracting increased attention. Various products—including monthly dividend ETFs—offer predictable cash flows, low volatility, long-term compounding benefits, and tax advantages, making them appealing options for stable asset management.
Meanwhile, the National Pension Service's extraordinary KRW 231 trillion investment performance last year has drawn envy from individual investors. There is a trend toward benchmarking strategies of major sovereign wealth funds and pension funds by constructing similar portfolio structures using domestic ETFs. Case studies show that applying strategies from Singapore, Japan, Korea, Norway, and New Zealand to domestic ETF portfolios has produced annual returns exceeding 30%. Key approaches include GPIF's equal allocation to asset classes, diversification into stable assets like gold and REITs, and strategic adjustments of equity weightings by country.
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I should have done this earlier…Following the National Pension, a 61% profit 'jackpot'I should have done this earlier…Following the National Pension, a 61% profit jackpot. Follow the investment strategy of the National Pension and achieve a 61% return in 3 years with an ETF portfolio catching up with sovereign wealth fund yields. Allocate 25% to domestic and foreign bonds and stocks and look at Japan's public pension for stable returns. Aggressive investors can reference GPFG with 60% stocks, 35% bonds, and 5% REITs.
If you're worried about living costs after retirement, consider 'Monthly Dividend ETF' - Korea EconomyIf you're worried about living costs after retirement, consider Monthly Dividend ETF, Real Pension Guide
“The Key to Success This Year is Pensions, Dividends, and Active Management”…Geum Jeong-seop, Head of Hanwha Asset Management Division [ETF Deep Diver] - Energy Economic News“Asset management companies that provide products desired by individuals through pension accounts will succeed, while those that do not will not.” Geum Jeong-seop from Hanwha Asset Management, met at the headquarters in Yeouido, Seoul on the 3rd.