Fount "Investment Discretionary Profit Account Ratio Approaches 96%"

[Asia Economy Reporter Minji Lee] Fount, an AI investment specialist company, announced on the 19th that the profit account ratio of its discretionary investment service, Global ETF, reached 96%.

Since launching the discretionary investment service Global ETF earlier this year, Fount has shown rapid growth, surpassing 33 billion KRW in just seven months. This is the fastest pace among robo-advisor firms offering discretionary investment services.

As of August, the Assets Under Management (AUM) of Fount Global ETF stood at 33.8 billion KRW, with an average investment amount per person of 10.74 million KRW. Male investors accounted for 67.8%, and by age group, those in their 30s were the largest at 31.89%, followed by 40s at 31.70%, 20s at 16.66%, and 50s at 16.37%.

Discretionary investment is a method where the client entrusts all or part of the investment decisions regarding financial investment products, and the products are managed separately for each investor, with the entire process from trading to management being automated. Unlike investment advisory services, rebalancing is also conducted automatically, maintaining an optimal portfolio at all times and achieving high returns.

One of the biggest competitive advantages of Fount’s discretionary investment service is Fount Dynamic Rebalancing (FDR). Unlike commonly used fixed band methods such as the '5% rule,' FDR differentiates itself by adjusting the rebalancing signal bands according to market conditions and individual investor evaluations, providing optimal and frequent rebalancing.

Choi Bong-geun, Head of Fount Core AI Division, explained, "FDR predicts the returns, price volatility, and downside risks of each asset over the next year, then calculates daily whether to rebalance based on updated information. It uses machine learning techniques to analyze the financial market impact of signals embedded in various economic indicators such as leading economic indexes."

This content was produced with the assistance of AI translation services.