Korea Investment & Securities Launches Second IMA Product... Investment Promotions Also Offered

Korea Investment & Securities announced on January 13 that it has launched its second Integrated Managed Account (IMA) product and will be accepting subscriptions from January 16 to 21.

The IMA is a principal-guaranteed, performance-based product in which a securities firm pools client deposits to invest in corporate finance assets such as venture capital, and returns profits to clients based on investment performance. The first IMA product in Korea, launched by Korea Investment & Securities in December of last year, attracted 1.059 trillion won in just four business days, confirming strong investor demand and market interest.

The newly launched "Korea Investment IMA S2" is designed as a closed-end product with a maturity of two years and three months, and the minimum subscription amount is 1 million won. The final return paid to clients will be determined by the asset management performance and asset value at maturity. The target subscription amount is approximately 1 trillion won. Clients can subscribe through Korea Investment & Securities branches and the Mobile Trading System (MTS), among other channels.

This product will be managed with a focus on relatively stable corporate finance assets such as domestic acquisition finance and corporate loans. The primary objective is the stable preservation of principal, while also aiming for returns above market interest rates. It will diversify investments into alternative assets that have traditionally been difficult for individual retail investors to access directly.

There will also be promotional events for clients. The first 500 Bankis account holders who invest at least 10 million won in this product will receive a 10,000 won reward, and the first 100 clients who invest at least 100 million won will receive a 100,000 won reward. In addition, through a net purchase event, Bankis account holders who invest at least 30 million won and 100 million won will receive 30,000 won and 50,000 won, respectively. Event registration will be available from 5:00 p.m. on January 13, and benefits cannot be combined. There will also be separate events for branch account clients, offering gift certificates and prizes based on investment amounts.