Prudential Investment & Securities Co. Introduces Lifetime Asset Management System ‘PruRock’
PruRock signifies the pleasure of offering rock-solid lifetime asset management amidst market changes, and divides into five service levels to provide an optimal portfolio by analyzing client’s investment profile. Level 1 is “diagnosis” in which the client’s basic information is verified and financial goal in his/her life stage is diagnosed (children’s education, housing purchase and retirement planning) prior to the beginning of financial planning. Level 2 is “analysis” in which the asset size that the client needs and its future value are reasonably analyzed based on the client’s current financial status and goals to provide information on his/her asset needs for the present and future conditions by individual financial goal such as housing purchase. “Planning” is level 3 in which the client’s optimal lifetime financial planning is determined by a system-based analysis of their investment profile and financial goals. Level 4 and 5 each refers to “execution” and “management” in which asset is managed based on the financial plan and portfolio management performance is regularly checked and monitored to provide an upgraded financial planning service to clients. The following are key attributes of PruRock:
First, PruRock is designed to provide an optimal and tailored portfolio that meets clients’ needs by analyzing a model portfolio in comparison with the client-requested portfolio and investment profile. In other words, a customized all-in-one asset management service is provided to clients to meet their financial needs by reviewing individual or their families’ financial status.
Second, PruRock is a convenient asset management system which allows clients to receive comprehensive asset management consulting service or consulting service of their choice such as individual product or product package consulting. Furthermore, based on a global network linked with 30 countries worldwide and fund research experience, clients can make diversified investments into local and overseas investment products.
Third, PruRock issues reports containing detailed opinions of asset management experts on a regular and as-needed basis, and the “asset management alarm system” enables portfolio rebalancing upon market changes. Various local and overseas research data including the investment analysis report is provided through PruRock.
“PruRock is an easy and scientific lifetime asset management system that provides consulting service to clients based on the combination of 25 years of our experience and know-how as a local IT company and Prudential’s advanced global financial management techniques,” said Chung Jin-ho, CEO of Prudential Investment & Securities Co. “With a rapid aging population, the investment paradigm of Korean investors is shifting from savings to investment to manage their assets. Mutual fund investment has become an important source of wealth creation for the public as the total amount of fund NAV accounted for 4.9% of the country’s GDP in 2007 (estimated by the Korea Development Institute). However, the investment environment has gone significantly complicated as there are as many as 22 million funds available in the world as of November 30, 2007. Therefore, the need for a comprehensive asset management is now more vital than ever before.” The CEO of PISC emphasized the significance of this new system and added, “PruRock is designed to provide a customized, optimal and scientific solution for each client in line with a changing economic environment. Clients will be able to receive PISC’s advanced and sophisticated lifetime portfolio service through ‘PruRock’.”
웹사이트: http://www.prucyber.com
연락처
Jae-Hwan Lee 822-3770-7373
Kyun-Jang Lee 822-3770-7577
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2008년 7월 21일 10:52
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2008년 5월 20일 10:00