Samsung Asset Management said on the 27th that it published the "Kodex family ETF investment package book." The guidebook contains family-level investment strategies that span pensions, monthly dividends, and gifts.
To mark Family Month in May, Samsung Asset Management presented an asset management structure in this guidebook that centers on "me," a 30s–50s investor, and extends to the parent and child generations.
The guidebook consists of ◇ 3050 my story ◇ concerns of parents nearing retirement ◇ wise gifting for our child ◇ 17 ETFs recommended by Samsung Kodex.
Each chapter explains in one flow "my" pension accumulation period and strategies for asset accumulation and cash flow through monthly dividends, strategies for utilizing assets during the pension withdrawal period for the parent generation, gifting and long-term investment strategies for the child generation, and the recommended KODEX ETFs.
It also presents investment strategies using 17 KODEX ETFs focused on major investment keywords such as benchmark indexes, semiconductors, aerospace, optical communications, and monthly dividends. It offers concrete methods to use ETFs according to investment objectives by life stage.
On this day, Samsung Asset Management will release the guidebook on its official website and hold a webinar at 6 p.m. through the official KODEX YouTube channel.
The webinar will introduce in detail the recommended KODEX ETFs along with generation-by-generation asset management strategies centered on "me," and a drawing will offer picnic kits (100 people), printed guidebooks (100 people), and Starbucks Americano coupons (50 people).
Kim Do-hyung, head of ETF Consulting at Samsung Asset Management, said, "Investing is now expanding beyond the individual unit to designing together as an entire family," and added, "We hope this will be a practical guidebook that helps investors consider their family's overall asset flow based on their current situation and consolidate it into execution with ETFs."