Eugene Group (Chairman Yoo Kyung Sun) announced on June 5 that its financial affiliate, Eugene Investment & Securities, has launched the "AI Advisor Solution," an AI robo-advisor-based asset management service in collaboration with AI QuantTech.
The "AI Advisor Solution" is a hybrid service that combines Eugene Investment & Securities' private banker (PB) client management expertise with AI QuantTech's AI robo-advisor (RA) technology, "Q-Engine." The service is characterized by providing personalized investment strategies using RA technology, as well as offering integrated online and offline asset management services.
Through this solution, Eugene Investment & Securities PBs can present investment strategies tailored to each client's investment preferences and objectives. If clients wish, they can access the "AI QuantTech Investment" platform, which is linked with MTS and HTS, to use the RA discretionary service. For online clients who are accustomed to direct investment, it is also possible to assess their own investment profile and receive recommended portfolios directly through the MTS and HTS menus, and to immediately sign up for the service without consulting a PB.
To commemorate the launch of the service, a sign-up event is also being held. Eugene Investment & Securities will provide a "Ready Bag" to the first 1,000 people who sign up for AI QuantTech's RA discretionary service via MTS by July 31, and a department store gift certificate worth 50,000 KRW to the first 100 people who sign up with more than 2 million KRW. However, the benefits will only be provided if the contract is maintained until August 31.
Meanwhile, AI QuantTech is continuously enhancing its robo-advisor functions by applying generative AI technology such as ChatGPT. Currently, it offers analysis functions for 2,500 domestic and 2,800 overseas stocks, and is also strengthening its risk management system based on Q-Engine.
Yoo Mansik, Head of the WM Division at Eugene Investment & Securities, stated, "We will actively utilize AI robo-advisor services to provide differentiated asset management services to our clients." An AI QuantTech representative added, "There are many areas where the AI Advisor Solution can be applied, and we plan to expand into the personal pension and retirement pension sectors in the future to help guarantee and enhance retirement benefits."
However, investors should be aware that there is a possibility of principal loss and excessive fees due to frequent trading when using financial services, and robo-advisors do not guarantee investment results or returns for clients.
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