We pursue absolute returns, independent of market fluctuations.
We pursue absolute returns, independent of market fluctuations.
Asset Under Management
USD, As of December 31, 2024, Shinhan AITASNumber of Investment Funds
As of December 31, 2024, Shinhan AITASIGIS Asset Management offers investors a broad range of investment opportunities and absolute returns through flexible financial solutions. Since launching our specialized investment team in 2022, we have consistently expanded our assets under management by implementing tailored strategies across multi-asset investments, REITs, domestic and global bonds, and IPOs. With deep expertise and extensive experience, we prioritize clear communication with investors while diligently fulfilling our role as a responsible asset manager.
We offer our own hedge funds, employing diversified investment strategies that flexibly adapt to global market conditions. Currently managing KRW 250 billion in assets, we invest across a broad range of asset classes, including global ETFs, stocks, domestic and international bonds, REITs, private equity, mezzanine securities, IPOs, and pre-IPOs. By leveraging a variety of marketable securities, we strive to deliver stable and consistent returns.
We achieve global diversification through investments in a wide range of asset classes, including American and Korean equities, bonds, foreign exchange, and commodities, via ETFs and stocks. Utilizing momentum strategies, portfolios are actively rebalanced to align with market conditions, targeting mid-to-high returns.
This strategy focuses on stable dividend income and capital gains by diversifying across various income-generating assets. By minimizing volatility through diversification, the strategy targets consistent, mid-level returns.
We aim for stable capital recovery in private equity and mezzanine investments, leveraging strategic bookbuilding to invest in IPOs. Additionally, we optimize idle cash reserves through event-driven strategies and short-term bond investments, targeting mid-to-high returns.
Our funds specialize in domestic and global publicly listed REITs, employing a research-based diversification strategy. Managing over KRW 900 billion in listed REIT investment funds, we also provide advisory services for ETFs and wrap accounts. Additionally, we offer customized, highly liquid real estate portfolios for major institutional investors, leveraging a proven track record and a rigorous selection process to invest in high-quality REITs, ensuring stable returns.
We operate funds investing in K-REITs and global REITs, where experienced portfolio managers with expertise across equities, real estate, and alternative assets carefully select investment opportunities.
This product invests in high-dividend REITs and real estate stocks composed of premium properties in developed markets, aiming to generate both high dividend yields and capital appreciation.
Beyond domestic and global publicly listed REITs, we incorporate a variety of REIT-issued securities, including unlisted preferred shares and corporate bonds, to build risk-adjusted portfolios tailored to investors' return preferences. By utilizing stable private securities, we manage volatility while leveraging sector-specific outlooks across global markets to optimize risk-adjusted returns.
We provide investment solutions utilizing both domestic and international bond assets, while identifying and pursuing investment opportunities related to debt financing across various industries. With deep expertise in diverse debt assets and strong global networks with leading bond-focused asset managers, we offer clients a broad range of investment options.
We construct and manage portfolios by investing in KRW-denominated bonds, using credit analysis to select bonds and adjust duration in line with investment objectives and interest rate forecasts to achieve stable returns. Additionally, we employ a range of investment strategies, including structured bonds, repos, and high-yield credit, to generate returns that exceed market averages.
Portfolios are built and managed with bonds issued in foreign currencies, such as USD and EUR. We select investment assets by analyzing the principal and interest repayment capacities of bond issuers. Various strategies, including duration adjustment, hold-to-maturity, and leverage, are employed based on future interest rate forecasts.
We invest in companies by sourcing capital from the market to support their operations and growth. For direct investments, we offer senior, subordinated, and customized financing options, depending on risk and return objectives. For indirect investments, we utilize investment vehicles such as BDCs and CLOs.
From tradition to innovation, we create investment value in an ever-evolving market.
We deliver stable dividend returns through premier listed and specialized private REITs, both domestic and global.
We leverage tradition and growth infrastructure to generate stable revenue while anticipating future change.