Korea Investment & Securities (KIS) has solidified its strategic cooperation with global asset management companies and begun providing global investment insights for individual customers.
KIS held a seminar titled “2025 Global Market Outlook” at the Grand Intercontinental Parnas in Samsung-dong, Seoul on May 23. Based on its existing global network, the company invited experts from leading asset management firms to provide differentiated investment insights to individual customers and introduce strategic investment products. Over 100 individual customers of KIS attended the event, demonstrating high interest.
The seminar was attended by Hersh Ghandi, an Asian representative of Man Group; Edward Cole, multi-strategy representative of Man Group and Kang Seok-won, Korea representative of Man Group.
Additionally, Lee Yong-suk, a partner of Lexington Partners; Kim Tae-hee, Korean representative of Franklin Templeton; Karan Talwar, client portfolio manager on Barings’ Public Fixed Income Investment Platform; Park Jong-hak, Korean representative of Barings; and Song Seung-ryong, head of the GIS Division at Korea Investment Management. provided customers with practical investment insights on various topics, including their 2025 global market outlooks, changes in the private equity market, and opportunity factors in the global credit market in the seminar.
“The trade war is causing uncertainty in the global bond market, but differentiation among credit securities could provide selective investment opportunities for investors,” Gandhi said in the seminar.
Meanwhile, Kim Sung-hwan, president of KIS, met with John E. Waldron, COO of Goldman Sachs to reaffirm the two companies’ commitment to strategic cooperation. Recently, KIS signed a business agreement with Goldman Sachs at its New York headquarters, discussing Goldman Sachs Asset Management fund sourcing, Goldman Sachs’ market updates, and data sharing, thereby creating a new model for cooperation with global financial companies.
Kim Sung-hwan, President of Korea Investment Securities, said, “KIS is striving to provide customers with a wider range of advanced financial products and investment insights by making good use of its global network,” Kim said.
“Going forward, we will continue to provide our customers with differentiated financial services through close partnerships with global asset management companies and lead the way in setting global standards for the Korean financial industry.”
Expansion of AI-Based Retirement Pension Robo-Advisor Products
KIS announced on June 2 that it will launch an AI-based robo-advisor (RA)-powered retirement pension service in collaboration with UPRISE Investment Advisory starting on June 9.
This service was designated as an innovative financial service by Korea’s Financial Services Commission in December 2024.
Following the launch of December & Company’s ‘Robo-Advisor’ in April, KIS has expanded its product lineup to reflect customers’ diverse investment preferences and needs.
The service is provided on a per-account basis for individual retirement pension (IRP) accounts with an annual limit of 9 million won. Customers can buy the service 24/7 without visiting a KIS branch.
In particular, UPRISE Investment Advisory is responsible for discretionary management of the robo-advisor and provides algorithm-based products.
The products have been verified through a KOSCOM testbed.
Their yield information will be disclosed. Currently, six RA algorithm products are available. The lineup will continue to increase in the future.
Fundraising for Global Next Wave Fund
KIS announced on June 18 that it has completed the establishment of Korea Investment Global Next Wave Fund, a profit-sharing public offering fund sold exclusively since May 30, raising approximately 49.7 billion won.
The total operating scale is 58 billion won including subordinated investment contributions from Korea Investment Holdings.
This fund focuses on investing in undervalued companies in core industries that will lead the global economy.
Its main investment targets are companies that are expected to benefit from a market rebound, such as Chinese core technology stocks, companies benefiting from economic stimulus measures, European defense firms, US-centered manufacturing industries, and core export-oriented Korean companies.
Korea Investment Management is responsible for the management of the fund.
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