Kyobo Securities Launches 'Direct Indexing,' a Personalized Investment Portfolio

Kyobo Securities announced on the 3rd that it will newly open the Direct Indexing service.

'Kyobo Securities Direct Indexing' is a new type of investment service that creates personalized investments, allowing users to build and manage customized portfolios in the era of hyper-personalization.

This service enables users to compose personalized portfolios by utilizing ▲exploring representative keyword strategies ▲themes recommended by Kyobo ▲providing strategy types such as industry, theme, major investors, and key indices ▲customized level investing ▲creating personalized strategies ▲backtesting and simulated investment functions.

In particular, the customized level investing feature allows investors to freely choose investment methods suitable for beginners, novices, intermediates, and expert levels according to their demand.

For example, when selecting the 'expert level,' the investor modifies the portfolio strategy pre-created and provided by experts by reflecting individual investment criteria and styles.

Then, by adjusting the intensity of the style using nine representative styles (such as value, growth) to high, medium, or low, related stocks are recommended according to the weighting.

Additionally, Kyobo Securities plans to provide faster investment strategies by updating investment information such as research reports related to themes recommended by Kyobo Securities, AI semiconductors, value-up, export stocks, and interest rate-sensitive stocks.

Kim Sang-gyu, Head of WM Business Division at Kyobo Securities, stated, "Kyobo Securities Direct Indexing is a hyper-personalized investment platform that enables customized asset management," adding, "It provides not only efficient management of investment assets tailored to customers' investment tendencies but also strategic and systematic portfolio rebalancing information suited to market conditions."

'Kyobo Securities Direct Indexing' can be accessed from the main screen of the Mobile Trading System (MTS). For more details, please check the Kyobo Securities website or contact the customer support center.