METHOD FOR MANAGING PENSION FUND WRAP WITH REBALANCING FUNCTION

摘要

The present invention relates to a method for managing a pension fund wrap with a rebalancing function. A server for selling and managing the pension fund wrap registers at least one model portfolio. The server selects one among the registered model portfolios. The server performs regular rebalancing by using fund evaluation information. The server determines whether a target earning rate or target money is satisfied. The sever performs rebalancing according to a life cycle by changing the model portfolio into another model portfolio among the registered model portfolio if the target earning rate or the target money is satisfied.;COPYRIGHT KIPO 2014