KB Securities announced on the 4th that it has launched the 'My star Indexing (KB able Account-Branch Operated)' wrap service, which allows customers to create customized portfolios using 'KB Securities Direct Indexing.'
My star Indexing, launched by KB Securities on the 28th of last month, is a discretionary wrap account service that combines the direct indexing technique?a new investment trend that enables the creation of personalized investment portfolios?with the expertise of professional private bankers (PBs), allowing for one-on-one consultations with customers to construct personalized investment indices (Indexing).
The main feature of My star Indexing is that customers can build customized portfolios tailored to their investment goals and preferences through detailed consultations with professionally skilled PBs.
Additionally, head office portfolio managers continuously monitor market conditions and incorporate investment trends into KB Securities Direct Indexing’s presets (pre-set example portfolios), which can be utilized in the My star Indexing wrap service. Furthermore, by leveraging KB Asset Management’s 'Myport' engine, an even wider variety of portfolios can be constructed.
Recently, KB Securities has presented presets such as 'The Flower of AI Semiconductors, HBM Semiconductor Strategy,' which selects key high-bandwidth memory (HBM) companies in the semiconductor market led by NVIDIA; domestic stock presets like '[Ttukttak! Enhancing Corporate Value] Low PBR & Undervalued Stocks'; and U.S. stock presets composed of related stocks ahead of the U.S. presidential election. In addition, over 300 diverse theme-based presets are provided to help customers build customized investment portfolios.
Another feature of My star Indexing is that even after subscription, customers receive periodic rebalancing information when market or stock issues arise, enabling continuous portfolio management. Customers can set the rebalancing frequency in advance and restructure their portfolios in response to sudden market fluctuations or trend changes.
Yoon Man-chul, Head of Customer Solutions Division at KB Securities, said, "Through the My star Indexing wrap service, we expect customers to experience a new service of ultra-personalized customized investment by constructing strategic portfolios at the level of fund managers amid changing market conditions." He added, "KB Securities will continue to strive to provide optimized customized (High-touch) investment solutions that utilize increasingly advanced (High-tech) financial services and absorb the capabilities of excellent PBs."
The contract period for the My star Indexing wrap service is one year or longer, with a minimum subscription amount of 50 million KRW. The fee is 3.0% per annum, charged quarterly in arrears for the post-paid type, and performance fees are determined by agreement with the customer. For more details about the My star Indexing wrap service, customers can check through KB Securities’ Mobile Trading System (MTS) KB M-able or the website and customer center.
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