Collaboration with EPI Advisor
Investment in Domestically Listed ETFs and REITs
IBK Investment & Securities is launching a global asset allocation advisory wrap account that pursues stable performance by utilizing exchange-traded funds (ETFs).
On the 18th, IBK Investment & Securities announced the launch of the 'IBKS EPI Global Asset Allocation Advisory Wrap' in collaboration with EPI Advisor, an investment solution company specializing in ETFs.
This product is managed using EPI Advisor's global asset allocation model. It analyzes economic and market indicators along with four key variables (growth, inflation, liquidity, and policy), and combines individual asset ETF data to derive the optimal portfolio allocation.
The main investment targets are domestically listed ETFs and publicly offered listed REITs, and the product is structured into three types according to investor preferences: growth, stable, and income types.
By type, the growth type invests more than 70% in equity and alternative asset ETFs and less than 30% in bond ETFs, while the stable type allocates in the opposite proportions to the growth type. The income type is designed to secure a certain level of cash flow by including more than 50% in bond ETFs and listed REITs, and less than 50% in equity and alternative asset ETFs.
An IBK Investment & Securities official stated, "In a situation where market volatility is increasing, we will provide investors with optimal solutions by utilizing a systematic global asset allocation strategy," and added, "We plan to continuously introduce differentiated investment strategies through collaboration with EPI Advisor."
The minimum subscription amount for the product is 1 million KRW, and it can be extended annually. Early termination is possible depending on the situation, allowing flexible fund management.
The 'IBKS EPI Global Asset Allocation Advisory Wrap' is available for subscription at IBK Investment & Securities branches nationwide.
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