Samsung Asset Management said on Tuesday it published “THE TAX SAVING BOOK. Kodex Brokerage ISA Investment Guidebook.”
The guidebook focuses on helping investors use the brokerage ISA system effectively to set investment strategies suited to their goals and establish investment principles that can withstand changing market conditions.
It is made up of topics individual investors are most curious about, including the brokerage ISA system and tax benefits, 18 essential ETFs and recommended portfolios by customer characteristics, and frequently asked questions on ISA investing.
The “Kodex Brokerage ISA Investment Guidebook” includes 18 ETFs that can be used for various investment goals ranging from benchmark indices to AI themes and monthly dividends, along with sample portfolios by investment preference.
Kim Do-hyung, head of the ETF Consulting Division at Samsung Asset Management, said a brokerage ISA account is an account that offers both tax benefits and investment flexibility. He said the guidebook focuses on providing practical standards tailored to investors’ goals, from those starting a brokerage ISA account for the first time to those already using one.
Sangyeop Oh
yub@d-today.co.kr