Mirae Asset Securities’ retirement pension robo-advisor service automatically creates and manages portfolios using algorithms.
The service, which was launched in September 2022, has been in the spotlight of investors.
It has consistently received much attention from customers. It surpassed 55,690 accounts and 3.6625 trillion won in value on July 31.
The robo-advisor uses computer algorithms to analyze client and financial data and recommends products and investments.
The system provides a diagnoses for a client’s investment tendencies, proposes a portfolio tailored to their needs, and then suggests new portfolios over time, all handled by the system.
Therefore, it provides a personalized portfolio based on signals.
The robo-advisor service is specifically designed for retirement pension management, based on proven algorithms that passed a rigorous screening process at the KOSCOM Testbed Center.
It diversifies investments in high-quality global assets and combines asset allocation and client characteristics to create a customized portfolio based on changing market conditions. It also provides steady management through notifications.
This service is handy for clients who are unfamiliar with investing and have neglected their pensions, those who find it difficult to manage their retirement pensions directly, and those who want to diversify their investments in a variety of global assets without the hassle of complex procedures.
The minimum subscription amount for the robo-advisor service is 10,000 won. Mirae Asset Securities retirement pension subscribers can participate.
Mirae Asset Securities’ retirement pension robo-advisor service provides customers’ one-on-one asset management service tailored to meet their investment trends and account conditions.
Training Program to Foster Finance and AI Convergence Talent
Mirae Asset Securities announced on Sept. 2 that it conducted training to cultivate finance and AI convergence talent in collaboration with Naver Cloud.
The training program educated the finalists of the 9th AI Festival held in June.
Hosted by Mirae Asset Securities, the AI Festival features a competition where college and graduate students propose next-generation customer services that combine finance and AI.
It is also a social contribution activity that provides young people with AI education, mentoring, and career experience opportunities.
This year, 443 teams with 860 individuals participated in the preliminary round. They developed AI agents or proposed innovative services based on Naver’s generative AI, “HyperClova X.” A total of six teams advanced to the finals.
Mirae Asset Securities and Naver Cloud invited the finalists to their respective headquarters to receive training on the latest AI technologies.
The main curriculum consists of the Mirae Asset AI Tour, which explores AI utilization cases at financial investment companies, including financial data analysis and robo-advisors; an introduction to the service structure and utilization of the Naver Cloud Platform; sharing development experiences and problem-solving processes from previous year’s award-winning teams; and a tour of Naver’s second headquarters building, “1784” which integrates AI, robots, and cloud infrastructure.
‘Peace of Mind’ Promotion with National Museum Foundation of Korea
Mirae Asset Securities announced on Sept. 23 that it will collaborate with the National Museum Foundation of Korea to hold the “Peace of Mind” promotion.
This promotion will run until Nov. 23. It will give away a miniature version of the statue of Pensive Bodhisattva, a popular merchandize from the National Museum of Korea to 3,000 winners through a raffle.
The aim is to convey the message to investors through the profound reflection of the statue to calm emotions, and maintain a sense of composure and balance during the investment journey.
This promotion is available to anyone who opened a Mirae Asset Securities account for the first time, completed a stock accumulation service mission, or purchased at least 1 million won in domestic or international stocks or exchange-traded funds (ETFs).
“We hope that cultural heritage’s symbolism will help our customers maintain a calm and focused investment approach and look to the future with a long-term perspective,” a Mirae Asset Securities official said.
“Mirae Asset Securities will continue to create innovative customer experiences by partnering with diverse industries beyond culture and art.”
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