미래에셋의 거침없는 질주: ‘미래에셋 3.0’과 우주 시대를 향한 승부수 > K-wave Trends

Mirae Asset's global ETF business is already achieving remarkable results, exerting unparalleled influence in the world market. Led by Global X in the U.S. and TIGER ETFs domestically, major subsidiaries in Japan, Canada, and Australia have successively surpassed 10 billion USD in net assets, securing the title of the 11th largest asset manager globally. The core of this growth lies in the 'Killer Product' strategy emphasized by Chairman Park. A killer product means translating seemingly vague structural changes in industries into concrete products that investors can immediately incorporate into their portfolios. Mirae Asset's strategy of securing a first-mover advantage in the early stages of innovation, before the market fully understands it, has been the driving force behind solidifying their position in the global market.

The 'Mirae Asset 3.0' vision unveiled at this strategic meeting is an ambitious plan to completely redesign the infrastructure of future finance. Chairman Park announced that he would place ETFs as the core engine of products, utilize securities platforms as the point of contact with customers, and incorporate AI and tokenization technology to dramatically increase investment accessibility. This is a declaration that the firm will evolve beyond a simple asset manager selling products into a 'global investment platform' that helps customers efficiently capitalize on innovative growth opportunities. AI technology will be introduced across all areas, from product development to management and marketing, to add precision to the discovery of investment ideas and maximize the utility of ETFs in the pension market, laying the foundation for long-term growth.

Mirae Asset's investment philosophy is most clearly revealed in its firm conviction regarding the space industry. Chairman Park evaluates SpaceX not merely as a rocket launch company, but as a core enterprise for future humanity that will generate infinite energy in space and build a data ecosystem. Following the group's investment of approximately 400 billion KRW into SpaceX, Mirae Asset has recently formed a new private equity fund worth about 700 billion KRW, strengthening its bet on the space industry. Such bold investments reflect the management's strong will to commit capital long-term to structural changes that will alter the course of human history, rather than being swayed by short-term stock price volatility.

Mirae Asset's preemptive investment in innovative fields like the space industry is not limited to SpaceX. The investment in Apex, a satellite bus manufacturer, is also interpreted as part of a strategy to secure next-generation space technology. Much like their success in launching the AI-themed ETF 'AIQ' and reaping huge profits before the generative AI craze of 2018, Mirae Asset is accurately hitting the inflection points where market outliers rise to become the mainstream. The supply of differentiated products tailored to the characteristics of each regional market, such as covered-call ETFs in Hong Kong or semiconductor-themed ETFs in Korea, has been the practical weapon that allowed Mirae Asset to win in battles against global competitors.

Mirae Asset's moves have significant implications for the domestic asset management industry. The process of going beyond fierce domestic market competition to establish local brands in global markets and gain the trust of local investors provides a roadmap for homegrown asset managers. The fact that global employees gathered for 'Mirae Asset Rally 2026' to promote qualitative growth suggests that Mirae Asset has moved past the stage of simple outward expansion and has entered an era of qualitative leaps through systems and technology. Moving forward, Mirae Asset's unique growth model, where AI, innovative products, and a global network are organically combined, is expected to become an important benchmark defining the future of finance.