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[Sponsored Report] Woori making waves with Octofolio

Mar 17,2010
Woori’s Octofile offers customized portfolios for long-term investors.
Woori Investment and Securities is shaking up the asset management world with its new Octofolio Service, which provides investment strategies tailored to the unique needs of each client.

The Octofolio Service is perfect for clients looking for a streamlined, effective way to manage their assets over the long term. The product essentially creates an investment allocation strategy each month based on the recommendations of a strategy committee consisting of experts within the company’s research division.

Octofolio incorporates each client’s specific investing tendencies and financial needs. After a unique portfolio is designed, clients can invest in the recommended funds with just the click of a mouse. Customers then receive investment asset management reports each quarter, allowing them to rebalance their portfolios if necessary and keep track of performance.

Clients can visit a nearby branch to speak with a Woori professional. During the visit, customers describe their investment tendencies, their expected returns and their reasons for investing. They will then be provided with an optimized asset portfolio.

Customers who sign up for Octofolio can receive financial consulting not only on their investments handled through Woori Investment and Securities but also on outside portfolios.

By Lee Ji-hyun [concordia@joongang.co.kr]


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