Hi Investment & Securities, Launches 'Hi MyTree IAM Lab' Sales

Hi Investment & Securities announced on the 29th that it will offer the 'Hi MyTree IAM Lab,' which seeks stable returns by utilizing domestic Exchange-Traded Funds (ETFs).

The Hi MyTree IAM Lab is a discretionary product operated based on advice from MyTree Investment Advisory, investing in ETFs based on stocks, bonds, and commodities listed on the Korea Exchange. It identifies assets with momentum through a top-down analysis approach. Investment strategies, directions, and portfolio strategies are set through economic trend analysis, and investment weights are determined through quantitative and qualitative evaluations by asset type. After selecting 5 to 20 ETFs, flexible asset allocation is conducted to simultaneously pursue risk hedging and returns for each asset.

To secure stable and continuous returns, the portfolio is actively rebalanced to manage profits. If the portfolio achieves a return of more than 1% within one month, profits are realized and rebalancing is performed. When the annual return reaches 12%, the product operation is terminated, and all invested assets are converted into cash equivalents. A portfolio loss limit of 3-5% is also set, and rebalancing is conducted upon reaching the loss limit to enhance stability. Separately, investors can set target returns in advance, and when the target return is reached, all assets are converted into liquid assets for operation.

A representative from Hi Investment & Securities explained, "This product can be a useful means to expect maximized diversification effects through ETF investments in various assets, and through ultra-diversification, it aims to pursue steady profit generation based on enhanced stability."

The Hi MyTree IAM Lab requires a minimum subscription of 10 million KRW and has a contract period of one year. Contract renewal is possible upon maturity, and early termination during the contract period is allowed; however, redemption fees may apply if terminated within one year.

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