Samsung Asset Management Publishes 'Kodex ETF Bond Investment Bible'

Introducing Bond ETF Investment Strategies Attractive in a High-Interest-Rate Environment
From Basic Concepts to Investor Q&A at a Glance

A free crash course study guide has been released for beginner investors considering bond ETF investments.

Samsung Asset Management announced on the 10th that it has published the ‘Kodex ETF Bond Investment Bible,’ which carefully selects and organizes only the essential information needed for bond ETF investing.

As concerns over a global economic recession grow and the preference for safe assets increases, expectations for the end of the U.S. Federal Reserve’s interest rate hikes have also risen, leading to a daily increase in investor interest in bond ETFs. In fact, from the beginning of this year until the end of last month, 15 new bond-type ETFs were listed domestically, accounting for 41% of the total listed ETFs (37), and the net asset value increase reached about KRW 7.6 trillion out of the total KRW 14.1 trillion, approximately 54%.

Samsung Asset Management created this ‘Kodex ETF Bond Investment Bible’ to deliver the necessary bond-related knowledge and practical investment know-how to novice bond investors, as the recent market conditions make bond investing attractive.

In fact, the ‘Kodex ETF Bond Investment Bible’ explains basic bond investment concepts in an easy-to-understand manner, from bond-related terminology to interest rate determination, yield curve, and understanding duration. Additionally, through the ‘Kodex ETF Map,’ investors can get an overview of Kodex’s lineup of 23 bond-type ETFs, including domestic bond, overseas bond, inverse, and bond-mixed types, categorized by maturity from ultra-short to ultra-long term. It also includes detailed features and usage of 11 representative domestic Kodex bond ETFs, as well as investor Q&A on bond ETFs, covering various practical investment topics.

Key bond ETFs from Samsung Asset Management include ▲KODEX Short-Term Bond PLUS ▲KODEX Comprehensive Bond (AA- or higher) Active ▲KODEX 10-Year Treasury Futures ▲KODEX 30-Year Treasury Active ▲KODEX U.S. 10-Year Treasury Futures ▲KODEX U.S. Ultra 30-Year Treasury Futures (H) ▲KODEX U.S. Comprehensive Bond SRI Active (H) ▲KODEX Asia Dollar Bond SRI Plus Active ▲KODEX Samsung Electronics Bond Mixed Wise, covering major domestic and overseas bonds, as well as ▲KODEX KOFR Rate Active ▲KODEX U.S. Dollar SOFR Rate Active (Synthetic), which are ultra-short-term rate ETFs gaining recent attention.

Currently, Samsung Asset Management has listed 23 diverse bond ETFs, recording a total net asset value of KRW 11.8593 trillion. (As of May 9, 2023, Korea Exchange)

Kim Dohyung, Head of ETF Consulting at Samsung Asset Management, said, “As the perception of ‘Eo.Geum.Ha’ (interest rates will fall anyway) has recently expanded, individual investors’ interest in bond ETFs continues to grow. We created this ‘Kodex ETF Bond Investment Bible’ to assist novice investors who still find bond investing challenging,” adding, “Kodex will continue to actively introduce various investment ideas using ETFs and new types of ETF products.”

Meanwhile, Samsung Asset Management is delivering physical guidebooks to investors who apply through the Kodex official YouTube channel event until Tuesday, the 23rd of this month. After watching the ‘Kodex ETF Bond Investment Bible’ video, participants can join the comment event and apply for the guidebook. A total of 100 participants will be additionally awarded BBQ chicken gifticons through a draw. Also, the ‘Kodex ETF Bond Investment Bible’ can be easily downloaded and used from the Samsung Asset Management KODEX website without separate membership registration.

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