Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>Another notable flow event is coming in the Korean local market. Samsung Life is preparing to shift from an index fund-focused management to an ETF-centric one.</li>
<li>Samsung Life's conversion process will take 2-3 months. We need to secure guidelines on the conversion procedure, phased conversion volume, and the percentage of conversion to theme ETFs.</li>
<li>This can, in some cases, produce significant short-term flow events, as Samsung Life may accelerate the transfer of funds to KODEX's theme ETFs during the conversion process.</li>
</ul>


Another notable flow event is coming in the Korean local market. Samsung Life is preparing to shift from an index fund-focused management to an ETF-centric one.
Samsung Life's conversion process will take 2-3 months. We need to secure guidelines on the conversion procedure, phased conversion volume, and the percentage of conversion to theme ETFs.
This can, in some cases, produce significant short-term flow events, as Samsung Life may accelerate the transfer of funds to KODEX's theme ETFs during the conversion process.


Another Flow Event Coming: Samsung Life Converting Equity Index Funds into EMPs

Samsung Life Insurance

Another Flow Event Coming: Samsung Life Converting Equity Index Funds into EMPs