Perspectives on South Korean Overseas Investments slide image

Perspectives on South Korean Overseas Investments

Growing Fund Market • • • The fund market is an important avenue for wealth creation in Korea largely due to the growing volume of pension fund assets. While overall fund assets are growing in Korea, investments into alternatives (real estate & special assets) have driven much of the growth. Investments into overseas funds decreased during the financial crisis but have grown substantially since. Fund distribution has largely been driven by the securities firms, which accounted for 71.3%. Banks have been the second most active on the distribution side at 20.0%. Much like the U.S., demand for ETFs has risen in Korea. Total AUM of ETF's in 2018 exceeded KRW 41tn, up KRW 5.4tn YOY. ☑ DARC MATTER Sources: KOFIA 2019 Annual Review Exchange Rate: 1 USD = 1,180 South Korean Won Fund AUM Investment by Fund Type [KRW tn) Privately placed funds 600 Publicly offered funds 500 (KRW tn) Equity Derivatives Special assets Bond Real estate MMF Fund of funds 600 Hybrid assets 400 300 3,332,194 2,859,726 2,497,028 550 500 450 400 350 300 2,177785 250 2,112,188 200 0 2012 2013 2014 2015 2016 2,196 120 150 2017 2018 100 50 0 2014 2015 2016 2017 2018 200 100 2005 2006 2007 2008 2009 2010 2013 AUM of Overseas Investment Funds [KRW 100bn] 1,600 1,400 1,200 1,000 770 800 730 732 638 600 400 197 200 0 567 579 581 Distribution by Institution Type (%) 1,495 100 1,234 80 940 60 740 627 40 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 20 0 Securities companies Insurance companies Banks Others 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 6
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