Eugene Investment & Securities Launches 'Global Theme Rotation Wrap'... Investing in Promising Theme ETFs

Selecting Top 4 Themes with High Momentum Strength Using Scoring Method and Carefully Choosing ETFs

Eugene Investment & Securities announced on the 22nd the launch of the "Eugene Champion Lab Global Theme Rotation," which periodically selects four themes and invests in exchange-traded funds (ETFs) related to those themes. (Provided by Eugene Investment & Securities)

[Asia Economy Reporter Gong Byung-sun] Eugene Investment & Securities announced on the 22nd that it has launched the ‘Eugene Champion Lab Global Theme Rotation,’ which periodically selects the four most promising themes at the current time and invests in global exchange-traded funds (ETFs) of those themes.

The Eugene Champion Lab Global Theme Rotation is an EMP (ETF asset allocation) wrap account (Wrap Account·comprehensive asset management) product launched by combining the market analysis capabilities of Eugene Investment & Securities Research Center and the operational know-how of the Financial Products Office.

Using a quant-based sector scoring method, the product selects the themes with the highest growth momentum quarterly, enabling quick capture of opportunities arising from global market trends. Scoring refers to a method of assigning points to themes whose rankings rise by tracking ETFs’ periodic returns and capital inflows. After selecting the top four themes with strong momentum through scoring, ETFs suitable for those themes are carefully chosen.

The product is regularly rebalanced on a quarterly basis. However, if the market environment changes rapidly and abnormal trends are detected, the product plans to reduce volatility by adjusting the weight of the theme or changing the theme.

This product is classified as ultra-high risk and is available to customers with an aggressive investment style or higher. Principal loss may occur, and the operational status and future management strategies are transparently disclosed through monthly reports. The minimum subscription amount is 10 million KRW, and subscriptions are available at Eugene Investment & Securities branches nationwide.

Cho Seong-ho, head of the Financial Products Office at Eugene Investment & Securities, said, “Globally, since the spread of COVID-19, investors’ funds have concentrated in industries expected to experience structural growth,” adding, “We launched this wrap service with a lowered minimum subscription amount so that general investors can also utilize investment strategies used by overseas institutional investors.”

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