Strategic tie-ups with Fidelity, PIMCO and Carlyle
Expands partnerships across global asset management
Combines each firm's expertise with KIS products
Korea Investment & Securities announced Thursday that it has forged a series of strategic partnerships with top-tier global asset managers Fidelity, PIMCO and Carlyle.
The brokerage aims to expand its partnerships across the full spectrum of global investment areas — including research, bonds and alternative investments — to grow into a world-class securities firm.
Korea Investment & Securities signed a memorandum of understanding with Fidelity International, a global asset manager overseeing $775 billion in assets, in London on Monday (local time). Under the agreement, the two companies will provide Korean investors with exclusive access to Fidelity's broad research capabilities spanning global macro, equities, bonds and multi-asset strategies. They will also explore joint product development and co-investment opportunities.
As their first joint product, the two firms plan to launch a Korea-China-US technology fund. They will also expand the domestic supply of Fidelity's key investment products and pursue broader retail cooperation, including global investment education programs for Korea Investment & Securities' private bankers and staff.
Korea Investment & Securities then signed separate memorandums of understanding with PIMCO and Carlyle in New York on Wednesday (local time).
PIMCO is a global fixed-income specialist managing $2.33 trillion in assets. Korea Investment & Securities agreed with PIMCO on short-term fund management cooperation.
For retail customers, the brokerage plans to strengthen exclusive research services on its mobile trading system, drawing on PIMCO's global market outlook and analysis of major events.
It will also regularly introduce PIMCO's various fund products to the domestic market and expand sales cooperation, improving Korean investors' access to global bond investments.
In addition, the two firms will cooperate on developing customized products that incorporate PIMCO's asset management solutions. They also plan to expand their cooperation to include personalized wealth management solutions such as separately managed accounts and wrap accounts.
Korea Investment & Securities is also expanding its alternative investment cooperation with Carlyle, a private equity fund manager with which it has maintained close ties since 2023. The two firms signed an agreement on entrusted fund management, under which they will invest short-term funds based on market conditions and investment performance.
Through these partnerships, Korea Investment & Securities aims to go beyond simply importing the expertise of global financial firms. Instead, it aims to strengthen a global business model that connects such expertise to actual customer touchpoints in products, research and asset management.
The brokerage plans to provide domestic investors with timely access to global investment products and information. Such products and information had previously been available only in limited fashion to overseas financial markets and some professional clients. It aims to steadily grow customers' wealth on that basis, and to use its enhanced global standing to secure additional high-quality investment opportunities.
In particular, the company is turning the network it has built through its "KIS Night" IR events into substantive business cooperation. It has held these events since 2024 in global financial hubs such as New York and Hong Kong. Korea Investment & Securities is unusual among domestic brokerages in hosting dedicated IR events overseas. It uses them to deepen exchanges with the financial industry and explore new collaboration and investment opportunities.
Kim Sung-hwan, president of Korea Investment & Securities, said, "Our role at Korea Investment & Securities is not simply to bring in the products and deep insights of top-tier global asset managers, but to carefully curate and deliver them in line with the perspective and needs of Korean investors. We will connect the partnerships we have built through global IR events like 'KIS Night' into products and services that customers can truly feel the benefit of, so that investors in Korea can also enjoy financial services of a global standard."
jiyun@heraldcorp.com
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