KB Securities, 15,000 Participants in Direct Indexing Just 3 Months After Launch

KB Securities announced on the 28th that 15,458 people participated in the 'KB Securities Direct Indexing' service within three months of its launch (as of July 31), and the number of strategies saved in the strategy repository reached 56,590.

KB Securities Direct Indexing is a bespoke (personalized) service launched by KB Securities on April 28, allowing investors to directly lead and design stock portfolios suitable for their investment goals and preferences, and to invest and manage them.

Analyzing the 15,458 customers who saved strategies in the KB Securities Direct Indexing service, the 40s and 50s age group accounted for the largest proportion at 45%, followed by the 20s and 30s age group (24%) and those aged 60 and above (18%).

Among the customers participating in the service, 48% placed a significant portion of their investments in stocks (including domestic and overseas stocks, and other stocks), confirming that there was particularly strong interest in this new personalized stock portfolio service called KB Securities Direct Indexing among stock investors.

KB Securities Direct Indexing provides 'presets'?pre-constructed example portfolios based on investment themes?to guide customers in building their own portfolios, offered in four types: ▲Theme Strategy ▲Industry Strategy ▲My Own Strategy ▲Investment Strategies of Masters.

Going forward, KB Securities plans to newly open a 'Top 10 Strategies' section by categorizing the most selected strategies by investors when saving in the Direct Indexing strategy repository and signing advisory contracts into 'Best Saved Strategies,' 'Best Advisory Contracts,' and 'Best by Type.'

Additionally, KB Securities plans to launch the Direct Indexing U.S. stock service in September and is preparing a discretionary Direct Indexing Wrap service, where customers can entrust their stock portfolios, including tax-saving strategies, to private bankers (PBs).

Ha Woo-sung, Head of the KB Securities Platform Division, said, "In this era of hyper-personalization, it is perhaps natural that customers have a strong demand to invest by finely adjusting down to individual stock units rather than investing uniformly in existing products. We believe that KB Securities Direct Indexing will be a service that can meet these customer demands, and KB Securities plans to further advance this service and platform in the future."

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