Shinhan Asset Management: "Invest in ETFs with the 'Shinhan ROBO Carefully Selected ETF Fund'"

On February 12, Shinhan Asset Management recommended the "Shinhan ROBO Carefully Selected ETF Fund" as an exchange-traded fund (ETF) investment solution that can respond flexibly to changes in the market.

With the ETF market having grown explosively in recent years and more than 1,000 products flooding the market, it is not easy for individual investors to build an optimal portfolio that keeps up with constantly shifting trends. The Shinhan ROBO Carefully Selected ETF Fund is designed to address this challenge by using Shinhan Asset Management's proprietary model, which finely analyzes market trends and selects the ETFs that should be invested in now and includes them in the portfolio.

The Shinhan ROBO Carefully Selected ETF Fund is characterized by employing three strategies that cover long-, medium-, and short-term trends. It responds flexibly to market changes through the selection of megatrend ETFs that reflect long-term structural changes in the market, a medium-term trend strategy that analyzes the supply and demand flows of individual investors, and a short-term strategy that utilizes newly listed ETFs.

As much emphasis has been placed on stable risk management as on profitability. The fund prevents excessive concentration in specific themes or stocks, and when it determines that the valuation of a theme is excessively high compared with the overall market, it replaces that theme with a representative index-type product to reduce volatility.

In addition, although it is a fund of funds, it minimizes the cost burden associated with ETF investment and enhances investment efficiency by providing fast redemption payment within four business days through ETF investments and applying a low annual management fee of 0.01%.

According to Shinhan Asset Management's trend analysis model, in the recent U.S. ETF market the "artificial intelligence (AI)" keyword has consistently remained among the top net-buy themes since 2023. This global trend has also been reflected in the domestic ETF market, which is seen as leading to the formation of major themes such as semiconductors, application software, infrastructure, robotics, and AI.

Kim Gideok, Head of the Quant & ETF Management Division at Shinhan Asset Management, said, "In the recent market, a theme-driven environment that is highly sensitive to investor sentiment has been layered on top of structural changes such as the AI revolution and geopolitical factors, which has greatly accelerated the rotation speed of leading themes. In such an environment, individual investors face limitations in directly selecting from the numerous ETFs and responding to market changes." He added, "The Shinhan ROBO Carefully Selected ETF Fund will serve as an ETF investment alternative that presents a consistent investment direction even in a complex market environment, through model-based management that simultaneously captures long-term megatrends and short-term supply and demand flows."

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