NH Investment & Securities Launches NH Direct Indexing Wrap Service

NH Investment & Securities announced on the 30th that it has launched the 'NH Direct Indexing Discretionary Wrap Service.'

This service utilizes a direct indexing investment method that allows investors to construct stock portfolios tailored to their own preferences and investment objectives. It is a discretionary wrap account service where professional private bankers (PBs) provide customized portfolios and management through one-on-one consultations with clients. The biggest advantage of the NH Direct Indexing Wrap Service is that customers who want portfolio investment can establish strategies and rebalance according to market conditions. At the time of subscription, customers can design customized investment portfolios through consultations with branch PBs, and by using guide portfolios and indexes provided by NH Investment & Securities experts, various strategies, customized risk management, and portfolio rebalancing are possible.

The NH Direct Indexing Wrap Service offers two main types of strategies. It provides 'Guide Portfolios' such as research top-pick stocks based on NH Investment & Securities' research know-how, and top-performing sectors and themes, as well as approximately 560 'Index Portfolios' including NH i-Select indexes, thematic indexes, and investment master strategies, enabling the use of diverse investment strategies aligned with market trends. In addition to domestic stocks, portfolio composition is possible by asset type including US stocks, beneficiary certificates, and exchange-traded funds (ETFs). Continuous portfolio management is possible through regular rebalancing after subscription, and portfolios can be changed at any time to suit recent market conditions.

The minimum subscription amount is 5 million KRW or more, and it is a branch-operated wrap service that requires consultation with a PB for subscription. The fee is 2% per annum based on the general type.

Jeon Dong-hyun, Head of Product Solutions Division at NH Investment & Securities, said, "The NH Direct Indexing Wrap Service has the advantage of providing more sophisticated portfolios tailored to customer demand," adding, "Going forward, we will continue to timely provide new investment solutions to offer comprehensive asset management investment techniques that meet customers' investment needs."