Korea Financial Investment Holdings' subsidiary Korea Investment Securities announced on the 12th that its personal customer financial product balance exceeded 70 trillion won, marking the highest level in the domestic financial investment industry.
The balance of personal customer financial products at Korea Investment Securities increased from 67.7 trillion won at the end of last year to 72.3 trillion won at the end of March this year. An average of 15 trillion won in new funds was steadily flowing in through retail channels each month.
Twenty-three percent of the incoming funds were invested in funds. Korea Investment Securities noted that the differentiated supply of products, such as profit-sharing funds prioritizing customer revenue and monthly payout funds launched in collaboration with global asset managers, was effective. This was followed by bonds (15%), ELS/ELB (10%), and issuance notes (7%).
The scale of global assets also increased to 11.5 trillion won, accounting for 16% of the total financial product balance, up from the end of last year (10.1 trillion won, 15%). Korea Investment Securities attracted 150 billion won in funds within three days through the recently launched 'Korea Investment Global Strategic Multi-Income Fund' in collaboration with Goldman Sachs.
Korea Investment Securities stated that it would strengthen the virtuous cycle structure of enhancing global financial product brokerage capabilities → improving customer revenue → reinvesting profits → leading to asset growth. President Kim Sung-hwan said, "The personal asset scale managed by Korea Investment Securities will exceed 200 trillion won within the next 4 to 5 years," and added, "We will maximize customer revenue through products and services that meet global standards."