Korea Investment & Securities Surpasses 20 Trillion Won in Retirement Pension Reserves

The retirement pension reserves of Korea Investment & Securities have surpassed 20 trillion won.

According to Korea Investment & Securities on December 29, as of this month, the reserves stand at 20.09 trillion won, marking a 27% increase compared to the end of last year (15.8148 trillion won).

Specifically, reserves for defined contribution (DC) plans and individual retirement pensions (IRP), both of which are managed directly by subscribers, increased by 37% and 59%, respectively, driving overall growth. It is estimated that since the implementation of the retirement pension in-kind transfer system this year, approximately 1 trillion won has flowed in through contract transfers.

According to the "Key Status of Retirement Pension Default Options for Q3 2025" announced by the Ministry of Employment and Labor, Korea Investment & Securities' default option "High-Risk BF1" posted an outstanding one-year return of 32.83%. During the same period, the "Neutral Investment Portfolio 2" also achieved an annual return of 18.19%, ranking first in its category.

Korea Investment & Securities offers a diverse lineup of investment products, including more than 930 ETFs. The company is also enhancing investment convenience with its "ETF Installment Automatic Investment Service," which allows customers to automatically purchase their desired ETFs each month. In addition, Korea Investment & Securities operates a total of four robo-advisor products in collaboration with Korea Investment Trust Management, December & Company, Uprise Investment Advisory, and Quarterback Asset Management, boasting the industry's largest lineup of robo-advisors.

Choi Jongjin, Head of the Pension Innovation Division at Korea Investment & Securities, stated, "For retirement pensions, long-term stability and professional management are more important than short-term performance. Surpassing the 20 trillion won mark is an achievement built on customer trust, and we will further strengthen our role as a reliable pension partner responsible for our customers' retirement assets."