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Qbinvestments

1 known investors

Quarterback Asset Management (쿼터백자산운용) is a South Korean asset management firm that runs data- and algorithm-based investment strategies for retirement pensions (IRP, DC), pension savings, ISA, and stock accounts. It serves individual investors seeking rule-based portfolio management across domestic and global assets, including US thematic and global holdings.

Also known as Quarterback Asset Management · 쿼터백운용 · 쿼터백자산운용

Founders & leadership

조홍래대표이사 (CEO)
WSWilliam Sohn
William Sohn투자 알고리즘 리더 (Investment Algorithm Lead)

Investors · 1

Company profile

researched Aug 2026

Quarterback Asset Management (쿼터백자산운용) is a South Korean asset management firm that manages retirement and investment accounts using data- and rule-based strategies rather than discretionary judgment. Its services span pension savings (연금저축), individual retirement pensions (IRP), defined-contribution corporate retirement plans (DC), tax-advantaged ISA accounts, and domestic and overseas stock accounts, with strategies ranging from retirement pension allocation to US thematic and global asset portfolios.

The firm's stated investment approach is to replace emotion-driven decisions with consistently applied, data-verified rules: experts design the strategies and systems execute them, with the aim of maintaining discipline through market volatility. Client assets are held in separate brokerage accounts in the client's own name, segregated from the firm's proprietary assets. The company offers both advisory and discretionary (일임) mandates, and operates a pension research unit (연금연구소) whose specialists handle education, consulting and research.

Business model

The firm charges clients for advisory and discretionary management of their investment and pension accounts, offering a choice between a flat asset-based fee of roughly 0.7–1.0% per year and a performance-based fee charged only when returns are generated; no termination fee is applied for ending a mandate [0][1][2].

Management/advisory fees on client assets, structured either as a fixed annual rate on assets (0.7–1.0%) or as a performance fee contingent on gains [0][1][2].

Traction

The firm reports total assets under management of KRW 582 billion as of year-end 2025, more than 20 major partner financial institutions, and a largest single-client investment of KRW 40 billion [0][1][2]. In May 2026 Korean trade press reported a fifth sales tranche of its US thematic strategy through Korea Investment & Securities.

Full profile — market position, technology, go-to-market, geography, history

Market position

The company's site states it was selected among the top six independent (독립계) asset management firms and cites coverage in Korean financial media including Magazine Hankyung, Dealsite and TheBell.

Positions itself on systematic, rule-based execution of strategies validated over a stated ten-year period, coverage of the full range of Korean pension and tax-advantaged account types in one place, and a fee choice between fixed-rate and performance-based structures with no cancellation penalty.

Technology

Algorithm- and data-driven portfolio management: rules-based investment strategies executed systematically to limit human error, applied across global asset allocation and US thematic rotation, with the firm citing a decade-long verification period for its global investment system.

Go-to-market

Direct client acquisition through the company website, with online and telephone consultation requests, one-to-one expert consultations (including in-person pension check-ups that produce an individual pension report), and distribution through partner financial institutions; the firm also cites media coverage in Korean business outlets.

Individual investors in South Korea managing pension savings, IRP and DC retirement accounts, ISA accounts, and domestic/overseas stock portfolios, including couples in their 50s–60s consolidating personal pensions, professionals in their 40s combining DC and pension savings, and executives holding US equity portfolios.

Geography

Based in South Korea, serving Korean retail and pension investors from a Seoul-area office (consultation line 02-6105-6511), while investing across domestic and global assets including US equities and thematic strategies.

History

The company cites a ten-year verification period for its global investment system and, in January 2025, was profiled by Magazine Hankyung in an article on rule-based data investing. In May 2026, Dealsite reported a fifth sales round of its US thematic product with Korea Investment, and TheBell covered the tenth anniversary of the Kiwoom Didim The Higher EMP fund and its asset allocation results.

Compiled by commissioned research from 5 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Assets under managementDec 202558,200,000,000 KRW
Global investment system verification periodJan 202610 years
Largest single-client investmentJan 20264,000,000,000 KRW
Partner financial institutionsJan 202620 institutions

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Timeline · 4

launches, deals, and filings
May 2026
Kiwoom Didim The Higher EMP fund marks 10th anniversary

TheBell reported on the tenth anniversary of the Kiwoom Didim The Higher EMP fund and the results of its asset allocation approach.

source ↗

May 2026
Fifth sales tranche of US thematic strategy via Korea Investment

Dealsite reported that the firm's US thematic strategy was distributed in a fifth sales round through Korea Investment (한투).

source ↗

Jan 2026
Selected among top six independent asset management firms

The company's website states it was selected in a TOP 6 listing of independent (독립계) asset management firms.

source ↗

Jan 2025
Magazine Hankyung feature on rule-based data investing

Magazine Hankyung published an article on the firm's approach of trusting rules over intuition and its data-driven investment results.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Research sources · 5

primary sources listed

5 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Qbinvestments do?
South Korean asset manager running rule-based, data-driven strategies for pension, IRP, ISA and stock accounts.
Who are Qbinvestments's investors?
Qbinvestments's investors include Ascendo Ventures.