Hi Investment & Securities 'Hi MyTree IAM Lab', Pursuing Stable Returns Using ETFs

As the exchange-traded fund (ETF) market grows, more investors are seeking stable returns using ETFs. In response, Hi Investment & Securities recommended the 'Hi MyTree IAM Wrap,' which utilizes domestic ETFs.

According to Hi Investment & Securities on the 6th, the Hi MyTree IAM Wrap is a discretionary product managed 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. By analyzing economic trends, it sets investment strategies, directions, and portfolio strategies, determining investment weights through quantitative and qualitative evaluations by asset type. After selecting 5 to 20 ETFs, it conducts flexible asset allocation to simultaneously pursue risk hedging and returns for each asset. To secure stable and continuous returns, the portfolio is actively adjusted (rebalanced) to manage profits. If the portfolio achieves more than 1% return within one month, profits are realized and rebalancing is conducted. When the annual return reaches 12%, the product operation ends, and all invested assets are converted into cash equivalents. A portfolio loss limit of 3-5% is also set, and rebalancing is performed upon reaching this loss limit to enhance stability. Separately, investors can set a target return rate in advance, and when this target is reached, all assets are converted into liquid assets for operation.

The Hi MyTree IAM Wrap 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.

A representative from Hi Investment & Securities explained, "This product can be expected to maximize diversification effects through ETF investments across various assets, and through ultra-diversification, it will serve as a useful means to pursue steady profit generation based on enhanced stability."

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