Woori Investment & Securities Achieves 5.28% Individual IRP Yield in Q1, Ranks No. 1 Among Securities Firms

Achieved Highest Yield in Individual IRP Principal Non-guaranteed Category
Maintained Over 5% Return for Eight Consecutive Quarters

Woori Investment & Securities announced on May 8 that it achieved a 5.28% return in the first quarter of this year for its "Individual IRP Principal Non-guaranteed Yield," as disclosed on the Financial Supervisory Service's Integrated Pension Portal. This was the highest return among securities firms selling retirement pension products.

Woori Investment & Securities has recorded the highest return among securities firms in this category in four out of the last five quarters, and has maintained an annualized return of over 5% for eight consecutive quarters, demonstrating solid long-term performance.

These results are attributed to a diversified investment strategy focused on global growth assets and support for long-term compound investment through a low-cost management structure. Woori Investment & Securities has established competitiveness in the individual IRP management sector by building a lineup of more than 1,200 funds, supporting diversified investment through the provision of strategic asset allocation information (with an average of 4.6 funds held per IRP customer), and offering a low average annual sales commission rate of 0.20% for IRP funds (based on outstanding balance).

The "WooriWON MTS," launched on March 31, also supports long-term compound investment for retirement pension customers by offering intuitive fund recommendation and comparison, investment design focused on global growth assets, and AI-based investment information. The company plans to further advance this platform into a comprehensive digital financial platform by continuously upgrading its services, including the introduction of AI-based personalized asset management, and integrated support for overseas stock and pension investments.

A representative from Woori Investment & Securities stated, "The retirement pension market is one where competitiveness is evaluated not by short-term returns, but by compound performance over 10 or 20 years. Going forward, Woori Investment & Securities will continue to provide customers with sustainable long-term results through a diversified investment strategy focused on global growth assets and the advancement of AI-based asset management."

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