KDB Daewoo Securities promote mid-risk, mid-return portfolio
By 배현정Published : June 24, 2015 - 16:32
KDB Daewoo Securities, one of the nation’s top three brokerage houses, suggested a global asset allocation portfolio to customers out for a mid-risk, mid-return investment.
The Global Asset Allocation and Portfolio, or Global Duruduru in Korean, is a comprehensive model portfolio that spreads investment into a diversity of assets around the world.
Offering higher stability than stock investment and higher returns than bond investment, the product is best suited for those who wish to make a mid-level profit of 6-7 percent per year, according to officials.
“Global asset allocation products, such as the GAAP, may equally incur losses according to market situations, but they have a higher capacity of defense and recovery, compared to regional investment products,” said Kim Sung-ho, the company’s product development director.
“Even if a specific region or asset group were exposed to certain risks, the total asset value would be maintained without much fluctuation.”
Every three months, the company holds a strategic meeting and reassess the investment portfolio to increase the ratio of plausible assets and to lower that of insecure ones.
In a recent discussion, it came up with an ideal investment proportion, which was 42 percent for stocks, 40 percent for bonds, and 18 percent for alternative assets.
“Stocks, especially those of developed countries, remain the most attractive asset in terms of investment,” Kim said.
By Bae Hyun-jung (tellme@heraldcorp.com)