Samsung Securities: "Make Net Deposits in Retirement Robo Advisory Service and Receive Benefits"

Samsung Securities announced on August 28 that it will hold an event until October 31, offering gift certificates to customers who make net deposits into their retirement pension IRP account through the Robo Advisory Discretionary Service.

Gift certificates will be awarded based on the net deposit amount made through the Robo Advisory Discretionary Service in a Samsung Securities retirement pension IRP account. Customers who make net deposits of 1 million won or more but less than 3 million won will receive a 5,000 won mobile gift certificate, while those who deposit 3 million won or more will receive a 10,000 won certificate. The prizes will be distributed at the end of November to customers who maintain their IRP Robo Advisory balances through the end of November.

The retirement pension Robo Advisory Discretionary Service is an automated portfolio management service that utilizes algorithms and big data analysis. By selecting their investment preferences and preferred management style, customers can have their portfolios managed based on a customized asset allocation strategy.

Recently, Robo Advisor services have been attracting attention from a broad customer base, not only those nearing retirement but also younger professionals seeking long-term retirement pension management. In particular, the ability to actively manage retirement pensions, which are often left unattended for long periods, is establishing this service as a new alternative.

Samsung Securities provides the IRP Robo Advisory Discretionary Service in partnership with Quarterback Asset Management and December & Company within IRP accounts.

An analysis of customers who have signed up for Samsung Securities' retirement pension Robo Advisory Discretionary Service shows that those in their 50s account for the largest proportion at 51%. This is followed by customers in their 60s at 25% and those in their 40s at 16%. While the largest group is middle-aged customers preparing for retirement, the overall number of subscribers is rising, with an increasing number of customers in their 30s as well.

A representative from Samsung Securities stated, "Digital-based asset management is rapidly spreading in the retirement pension market. Through this event, we hope more customers will experience AI-based retirement pension asset management services and continue to manage their retirement pension assets for the long term."

For more details about Samsung Securities' 'Retirement Robo Advisory Event,' please refer to the Samsung Securities website, the mobile app 'mPOP,' or contact the Family Center.

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