Top-Tier Performance Among All Retirement Pension Providers

NH Investment & Securities: "Default Option Aggressive Portfolio Achieves 90.15% Three-Year Return" View original image

On August 21, NH Investment & Securities announced that its "Aggressive Investment Portfolio 2" achieved a cumulative three-year return of 90.15% in the second quarter comparison disclosure of default options (pre-designated management methods) for retirement pensions, ranking among the top performers across all retirement pension providers.


"Aggressive Investment Portfolio 2" also posted a one-year return of 45.63%, demonstrating strong performance in both short- and long-term periods. Considering that retirement pensions are long-term assets for retirement, the three-year cumulative return of 90.15% highlights NH Investment & Securities’ ability to select products and manage portfolios over the long term, according to the company.


The "Aggressive Investment Portfolio 2" from NH Investment & Securities is composed of equal allocations—50% each—to "Hanwha LIFEPLUS Qualified TDF2050 Securities Investment Trust (Mixed Equity-FoF type)" and "KB All National Qualified TDF2055 Securities Investment Trust (Mixed Equity-FoF type) (UH)." By including TDFs from different asset managers in equal proportions, portfolio concentration on a single product is reduced, pursuing both long-term capital growth and diversification.


NH Investment & Securities has already demonstrated competitiveness in managing long-term retirement pension assets. As of the second quarter of 2026, its five-year annualized returns for non-principal-guaranteed Defined Contribution (DC) plans and Individual Retirement Pensions (IRP) were 12.57% and 11.83%, respectively, ranking first among securities firms with accumulated assets of more than KRW 1 trillion. Notably, the 10-year annualized return for IRP was 10.35%, the highest among all retirement pension providers, showcasing the firm’s outstanding long-term management capabilities.


When constructing default option products, NH Investment & Securities comprehensively reviews not only short-term returns but also long-term performance by product, asset allocation strategies, and management stability to select competitive offerings.


Based on this product competitiveness, NH Investment & Securities explained that its total pension assets—including retirement pensions and pension savings—exceeded KRW 20 trillion as of June 2026, with a steady inflow of assets focused on DC and IRP plans.



Hwan Jeong, Head of Pension Asset Management Division at NH Investment & Securities, stated, "As these are long-term assets for preparing for clients’ retirements, it is essential to generate sustainable returns without being swayed by short-term volatility." He added, "We will continue to strengthen the competitiveness of our default option products through systematic asset allocation and proactive portfolio management."


This content was produced with the assistance of AI translation services.

© The Asia Business Daily. All rights reserved. Unauthorized AI training and use prohibited.

Today’s Briefing