Asset Plus Management Launches Two ‘Gang Bangcheon-Pyo’ Platform Active ETFs

Active ETFs Based on Business Models, Not Themes or Sectors

[Asia Economy Reporter Minji Lee] Asset Plus Asset Management announced on the 16th that it has launched two types of ‘Asset Plus Platform Active ETFs’ that invest in platform business models. These are the ‘Asset Plus Global Platform Active ETF,’ which invests in the global stock market, and the ‘Asset Plus Korea Platform Active ETF,’ which invests in the Korean stock market.

Asset Plus focused on the changing structure of platforms amid the rapidly shifting global order. This includes △ a world where technological obsolescence is accelerating and △ the tendency for organizations to become more agile (Agile organization) as technological obsolescence speeds up. While companies in the past generally followed a linear process (planning, development, production, distribution, etc.), the future is expected to be a segmented world where each stage of the line is broken down and outsourced nimbly.

Kang Bangcheon, Chairman of Asset Plus Asset Management, explained, “We focused on companies that dominate one segment of the segmented value chain,” adding, “We redefined these as new-structure platform companies and created active ETFs based on them.”

The Asset Plus Platform Active ETFs are active ETFs designed based on business models rather than themes or sectors. The platform business ecosystems they focus on include intellectual property-based platforms (design assets, design platforms), manufacturing-based platforms (foundry, CRM/CMO, OEM/ODM platforms), service-based platforms (advertising, sharing economy, commerce, game/entertainment, subscription, data platforms), and convergence platforms (cloud, OS platforms).

The ecosystem is expected to continue expanding in the future. Currently, there are about 100 investable companies globally and about 50 in Korea. Among these companies, only the best will be carefully selected and included in the platform active ETFs. Taehoon Ko, lead portfolio manager, said, “Because we invest in long-term sustainable business models, patient investors can expect better returns with lower volatility.”

The benchmark indices for the global and Korea platform active ETFs are the S&P 500 and the Fnguide Platform Index, respectively. The number of stocks will be compressed to around 20, and for the first time in Korean active ETFs, it is designed to allow up to 25% investment per stock.

Chairman Kang Bangcheon stated, “We will sequentially introduce differentiated active ETFs,” and shared his future vision, saying, “As a prestigious active fund house that embodies the dream of future growth, we will become the birthplace of active ETFs that will be the ‘Only One.’”

Meanwhile, Asset Plus has released 16 detailed videos on its YouTube channel covering everything from the basics of active ETFs to the investment strategies of platform active ETFs to facilitate investor communication.

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