[Sponsored Report] Woori making waves with Octofolio

Home > National > Guest Reports

print dictionary print

[Sponsored Report] Woori making waves with Octofolio

테스트

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]

More in Guest Reports

Ambassador marks Singapore’s 55th National DayHoliday falls one day after 45th anniversary of relations with Korea

Hyundai E&C’s Daegu complex boasts convenience

[SPONSORED REPORT] Hyundai Mobis strengthens its global R&D network

[SPONSORED REPORT] Posco practices its own motto by giving back

[SPONSORED REPORT] Chong Kun Dang offers solution for parasitic worms

Log in to Twitter or Facebook account to connect
with the Korea JoongAng Daily
help-image Social comment?
lock icon

To write comments, please log in to one of the accounts.

Standards Board Policy (0/250자)

What’s Popular Now