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KOREIT Asset
Management,
a partner for
customers’ stable
financial growth

Main Business

Develop various investment alternatives through synergy among business divisions

Name

KOREIT Asset Management
Foundation

November 4, 1987
CEO

Song, Tae jong
Capital

23.3 million
AUM

USD 3.5 Billion
(AS of March 31, 2025)
(※ 1 KRW = 0.00067USD)
Address

9F, KoreitTower, 137, Teheran-ro, Gangnam-gu, Seoul, Republic of Korea, 06132
TEL

+82.02.3774.6114

KOREIT Asset strives
to become an investment
partner of our clients’ stable financial growth.

We do our best as an investment professional to reach the highest target driven
by passion and innovation.

01 DRIVEN BY PASSION

Seeking higher goals through
constant self-innovation and passion
02 DEVOTED PROFESSIONAL

Doing our best to manage client's assets based on professionalism and ethics
03 COMPANION TO
ACHIEVE CLIENTS’
FINANCIAL GROWTH

Our foremost target is to help our clients
achieve stable financial growth

Message from CEO

Hello, I am
Tae-jong Song,
the CEO of KOREIT AMC.

Established in 1987, KOREIT AMC is a traditional comprehensive asset management company. Since becoming a subsidiary of KOREIT(Korea Real Estate Investment & Trust), a leading company in the domestic real estate trust industry, in 2016, we have been preparing for our second leap forward.

In addition to the traditional Capital Market sector, we are trying to make best effort to provide new financial investment opportunities to customers across all asset management sectors by combining professional and systematic investment capabilities such as domestic and international real estate alternative investment sector, hi-yield REITs investment sector, and real estate NPL sector.

Under the investment philosophy of “Customer trust is our life”, we aim to discover verified excess return opportunities through specialized and professional investment capabilities in the asset management sector, rather than merely providing the highest rate of return. We strive to offer customers stable and sustainable financial investment products based on comprehensive pre and post-risk management.

Our company offers specialized products across various sectors from domestic to international, including the High-Yield IPO Fund selected as the ‘2023 Financial Product of the Year’, Pension-type funds for lifelong financial planning, ultra-short-term bond funds for managing short-term liquidity, and real estate & alternative investment funds providing high-dividend investment opportunities.

In the rapidly changing domestic and international financial market environment, we will strive to provide our customers with the best investment opportunities by creating new alpha profit opportunities in the asset management market and strengthening our professional capabilities to proactively respond to financial crisis situations.

We hope to continue our valuable relationship with you and sincerely ask for your ongoing interest and support. Best regards,

History

KOREIT Asset is a comprehensive
asset manager with 30 years of experience.

2024
- Awarded 2024 Korea Wealth Management Awards
- Selected as the entrusted managing company for the domestic bond pool of National Agricultural Cooperative Federation (Nonghyup)
2023
- Relocation of the HQ
2022
- KOREIT Asset merged KOREIT Investment
2017
- Selected as Equity Manager of Teacher’s Pension(Pure Equity - Reserve)
- Launched Bond Fund for “Select Short Bond”
2016
- Change of major stockholders(Korea Real Estate investment & Trust)
- Rename Company(KOREIT Asset Management)
2015
- NPL AUM reaches KRW 500 billion
2013
- Selected as Equity Manager of NPS Funds(Pure Equity-Reserve)
- Rename Company(KOREIT Asset Management)
2012
- Equity AUM reaches KRW 300 billion
- “My Triple Star Fund” AUM reaches KRW 200 billion
2011
- Equity AUM reaches KRW 100 billion
- “My Triple Star Fund” AUM reaches KRW 100 billion
2010
- “My Triple Star Fund” selected as best Korean Equity Fund (JoongAng Daily, 2009 Cumulative Returns 120.3%)
2009
- Launched “Real Estate Fund” to acquire AIG building in Manhattan
- “China Ocean Resources Fund” redeemed with 413.7% return
2007
- Launched Pre-IPO Fund for “China Ocean Resources”
- AUM reaches KRW 2 trillion
1999
- Asset Management FSS Registration #30
- Company Name Change to My Asset Investment Management and Investment Advisory
1987
- Foundation

BUSINESS

Korea Equities

Our Investment Philosophy is Delivering Long-term Stable Performance that Investors Can Trust.
We pursue for Mid to Long-Term Stable Outperformance with Beta/Alpha Model Portfolio and Event-Driven Bet, Quant Synergy under Top-down & Bottom-up Balance, Team Based Approach and Risk Management.

As to Investing IPOs, Our Distinctions are Multi Factor Valuation, Actively Securing Allocation of Shares and Strategic Selling.

Fixed Incomet

We add Alpha under predetermined portfolio constraints.
We pursue a total return of interest income and capital returns through securities selection, yield curves, and credit spreads in accordance with investment objectives and process.

Global

We aim for discovery of attractive investment opportunities and stable returns through FoFs/Fund management.
Our competitiveness lies in two areas

1. Fund of Funds : Stable investment and alpha returns through a Core + Satellite strategy.
2. Funds: Through fundamental & valuation research, we pursue discovering attractive stocks and outperformance.

Alternative investment

As a group of alternative investment experts dreaming of global investments beyond the domestic market, we are diversifying revenue structures through various avenues such as offices, hotels, and logistics.

Furthermore, KOREIT AMC, dedicated to future investments, is actively pursuing various investments such as environmental infrastructure, discovering overseas hotels and resorts, investing in media content production and participating in youth rental housing.

NPL

In a situation where competitive bidding predominates and multiple investors are present, the success or failure of NPL investments is determined by "competitive bidding prices" and "differentiated asset management systems“, maximizing the recovery rate over time.

REITs

With years of asset investment and management experience in various sectors, we will maximize investor returns and grow with investors as trusted partners with enhanced transparency.
Our operating strategy consists of three key elements

1. Accumulate track records through asset management of various portfolios (office, hypermarket, distribution center, hotel, etc.)
2. Pursue profitability and pursue the optimal composition of investment assets considering stability and growth potential
3. Lead the culture of responsible investment by enhancing transparency of various solutions and investment assets by utilizing the unique characteristics of REITs

PE

Identifying and investing in companies with future growth potential and core values to meet customer needs
We specialize in Growth Capital PEF, Buyout PEF, Mezzanine PEF, M&A

Address

9F, KoreitTower, 137, Teheran-ro, Gangnam-gu,
Seoul, Republic of Korea, 06132

TEL

+82.02.3774.6114

FAX

+82.02.3774.6119