The balance, which stood at 67.7 trillion won at the end of last year, increased to 72.3 trillion won as of the end of March this year. Despite volatility in the global financial markets, an average of 1.5 trillion won in new funds flowed steadily into the retail channel each month. The balance of financial products for individual clients at Korea Investment & Securities has grown rapidly each year, from 41.2 trillion won in 2022, to 53.4 trillion won in 2023, and 67.7 trillion won in 2024.
Of the incoming funds, 23% was invested in funds. The company attributes this to the successful supply of differentiated products, such as profit-sharing funds that prioritize customer returns and monthly distribution funds launched in collaboration with global asset managers. This was followed by bonds (15%), ELS/ELB (10%), and promissory notes (7%).
The scale of global assets reached 11.5 trillion won, accounting for 16% of the total balance of financial products. This figure has also increased compared to 5.4 trillion won (10%) in 2023 and 10.1 trillion won (15%) in 2024. Korea Investment & Securities continues to expand its global product-based assets, as demonstrated by the recent launch of the 'Korea Investment Global Strategic Multi-Income Fund' in partnership with Goldman Sachs, which attracted 150 billion won in just three days.
The company explained that this asset growth is forming a virtuous cycle consisting of: strengthening global financial product sourcing capabilities; improving customer returns; reinvesting profits; and further asset growth. President Kim Sunghwan stated, "The scale of individual assets managed by Korea Investment & Securities will exceed 200 trillion won within the next four to five years," adding, "We will maximize customer returns through products and services that meet global standards."
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