Investment Platform Structure

Investment Platform Structure

Investment Platform

1. Global Equity


Portfolio construction with unique strategies

2. Local Equity


Optimal allocation from various strategies

3. Fixed Income


High yield bond & senior secured loan consortium with banks

4. CTA


Strategic Fund of Funds portfolio based on in-house data

5. Alternative Investment


PEF, Co-investment, IPO, Pre-IPO

Systematic Value Creation

Investment Decision Making Process

Investment DecisionMaking Process

Partner/Strategy/Deal Sourcing

Investment Committee

Risk Management Committee

Final Decision

Partner/Strategy/Deal Sourcing

Investment Committee

Risk Management Committee

Final Decision

1 Investment Committee

  • Reviews on technical advance, economic feasibility, and profitability
  • Identifying potential risks and legal issues
  • Evaluating investment structures and strategies

2 Risk Management Committee

  • Limit on the invested capital and loss tolerance

  • Risk-related issues review and follow-up decisions
DivisionPositionPartners
Global InvestmentCEOPaulo, Rhee
Local InvestmentDirectorSungWook, Won

Partner/Strategy/Deal Sourcing

  • Discover and get access to investment opportunities by utilizing our global network and professionals

Investment Committee

  • Reviews on technical advance, economic feasibility, and profitability
  • Identifying potential risks and legal issues
  • Evaluating investment structures and strategies

Risk Management Committee

  • Limit on the invested capital and loss tolerance
  • Risk-related issues review and follow-up decisions

Final Decision

  • Execute investment based on the final decision made by multiple reviews for risk and return

Investment Decision Making Process

Investment Decision Making Process

Partner/Strategy/Deal Sourcing

  • Discover and get access to investment opportunities by utilizing our global network and professionals

Investment Committee

  • Reviews on technical advance, economic feasibility, and profitability
  • Identifying potential risks and legal issues
  • Evaluating investment structures and strategies

Risk Management Committee

  • Limit on the invested capital and loss tolerance
  • Risk-related issues review and follow-up decisions

Final Decision

  • Execute investment based on the final decision made by multiple reviews for risk and return

1. Partner/Strategy/Deal Sourcing

  • Identifying investment opportunities via our network of domestic and global partners

2. Investment Committee

  • Review of economic and competitive feasibility, profitability assessment, etc; Assessing potential investment risks and legal issues; Evaluating ideal investment structure and vehicle formation

3. Risk Management Committee

  • Determination of investment limits, loss limits, leverage ratio levels; Evaluation of operational risk and determination of contingency plans

4. Final Decision

  • Execute investment after a thorough risk/return review process

Risk Management

Pre-Risk Management

  • Compliance with the internal risk management policy
  • Conduct of prior reviews by investment committee and risk management committee

Risk Monitoring

  • Internal risk management system is work in progress
  • Monitoring compliance risk, such as risk limits
  • Prevention of conflict of interests: funds, managers, stakeholders, and the board of directors

Post-Risk Management

  • Action on violation of internal policy and regulation
  • Regular & systematic rebalancing based on performance assessment