"Worried About Pensions and Gifting? Samsung Asset Management Publishes 'Family ETF Investment Package Book'"

"Family-Based Investment Strategies in One Book"
Webinar on YouTube at 6 PM on the 27th

Samsung Asset Management announced on the 27th that it has published the 'Kodex Family ETF Investment Package Book', which contains family-based investment strategies covering pensions, monthly dividends, and gifts.

According to Samsung Asset Management, this guidebook is designed to connect the assets of family members—each with different investment timings and objectives—into a single investment flow. While there have been asset management contents covering individual topics such as pensions, monthly dividends, and gifts, investment guides that connect all these elements in a single flow have been lacking. In celebration of Family Month, Samsung Asset Management has presented a comprehensive asset management structure in this guidebook, focusing on investors in their 30s to 50s ('me') and expanding to the parents' and children's generations.

The guidebook consists of sections such as '3050: My Story', 'Concerns of Parents Approaching Retirement', and 'Wise Gifting for Our Children'. Each chapter explains, as a single flow, the pension accumulation and monthly dividend strategies for 'me', asset utilization strategies for the parents' generation during their pension withdrawal phase, gifting and long-term investment strategies for the children's generation, and recommendations for KODEX ETFs.

In addition, it presents investment strategies using 17 types of KODEX ETFs, focusing on major investment keywords such as benchmark index, semiconductors, aerospace, optical communications, and monthly dividends. It also provides specific methods for utilizing ETFs tailored to investment objectives by life stage.

On this day, Samsung Asset Management will release the guidebook through its official website, and at 6 PM, will hold a webinar based on the guidebook content through the official KODEX YouTube channel. Participants will be given the opportunity to receive a picnic kit (100 winners), a physical copy of the guidebook (100 winners), and a Starbucks Americano coupon (50 winners) through a drawing.

Dohyeong Kim, Head of ETF Consulting at Samsung Asset Management, said, "Investment is now expanding beyond individuals to encompass the entire family," and added, "We hope this practical guidebook will help investors consider the asset flows of their entire family based on their current situation, and provide actionable steps to implement these strategies using ETFs."

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