Samsung Asset Management Launches New Pension-Customized Portfolio and Other Services on FunETF App

Samsung Asset Management announced on December 1 that it has introduced new features to its ETF and fund platform 'FunETF' within the monthly dividend portfolio service 'PortRabbit.' The new features include portfolio options based on pension and ISA accounts, as well as a tax-free gifting plan.

Since launching PortRabbit in October, which offers customized monthly dividend portfolio services, the company has continued to add new features in response to positive investor feedback. The platform is now evolving into a comprehensive asset management solution.

The key new feature is a service that automatically creates customized portfolios tailored to the characteristics of pension savings, IRP, and ISA accounts. The platform proposes portfolios that maximize the benefits of each account, taking into consideration tax advantages and efficient investment strategies.

Users can easily view portfolios suited to their account types by simply selecting their preferred investment keywords, such as 'Retirement Pension Accumulation' or 'ISA Benefit Focus.' With the launch of these new features, users can also systematically manage their assets, including checking returns, through the portfolio management menu.

The company also unveiled a tax-free gifting plan that helps users efficiently transfer assets to their children within tax-free limits. The platform makes it easy for anyone to follow tax-free gifting methods that are otherwise difficult to calculate alone. This core feature is expected to attract significant interest from the parent generation.

To celebrate the launch of the new PortRabbit services, Samsung Asset Management is holding an SNS sharing event. Until December 26, users who create a portfolio based on pension or ISA accounts through PortRabbit in the FunETF app and share a screenshot on social media will be eligible to participate. All participants will receive a 5,000-won Baedal Minjok mobile gift certificate.

A representative from Samsung Asset Management stated, "Following the popularity of PortRabbit's monthly dividend portfolio service among investors, we have worked to provide the optimal solution for customers interested in ETF investments by adding pension and ISA portfolios, as well as a tax-free gifting plan." The representative added, "We expect that individual and retirement pension portfolios will be especially helpful to investors during the year-end pension season."

PortRabbit is a compound word combining 'portfolio' and 'rabbit,' signifying the platform's ability to help investors respond quickly and efficiently to rapidly changing markets. Any FunETF member can create a personalized monthly dividend portfolio based on their investment goals and dividend preferences, and manage returns, dividend rates, and more through the service.