About PLANET UNION
PLANET UNION is the provider of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.
Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.
We are committed to advancing:
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Financial well-being
We help millions of people invest to build savings that serve them throughout their lives. As it becomes harder to save for goals like retirement, how can we help more people invest for their future?
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Investment access
We make investing easier and more affordable. How can we use our expertise to help more and more people invest?
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Sustainable outcomes
We advance sustainable investing because our conviction is it delivers better outcomes for our investors. As the world moves towards a net zero economy, how can we help investors prepare for the transition?
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Inclusive economies
We contribute to a more resilient economy that benefits more people. How can we empower investors to make better, safer decisions, and advocate for a financial system that is more inclusive and sustainable for all stakeholders
Why PLANET UNION
Global Strength. Boutique Specialization.
From large institutions to individual investors, each of our clients wants the same thing. To achieve their financial goals. Everything we do at PLANET UNION is focused on delivering our clients better outcomes.
Nimble Where it Matters
We bring together an unmatched collection of independent specialist investment managers to provide clients deep expertise and boutique specialization across asset classes, investment styles, and geographies. And they’re backed by a global infrastructure with at-scale capabilities in research, data analytics and servicing. This combination of independent, entrepreneurial managers and global strength makes us uniquely agile.
Unparalleled in Our Ability to Customize
Our scale means we can offer hundreds of strategies across active, smart beta and passive approaches—in a full range of vehicles. Add to that our extensive multi-asset capabilities, and we can provide options to address the unique needs of every client, institutional or individual. And we provide our clients with tailored support through a global distribution platform, technology-based tools and value-added services.
Our Businesses
Global Private Equity
PLANET UNION’s Global Private Equity business is a diversified private equity platform, spanning industries, geographies and strategies to deliver transformational results for our partners — management teams, portfolio companies, and fund investors. At PLANET UNION, we strive to build better businesses through our global platform, local insights, and deep industry expertise.
Global Credit
Strong performance starts with strong partnerships. Once we invest in a company, we put our full resources behind it, leveraging PLANET UNION’s Global Credit platform, as well as the resources of PLANET UNION network to accelerate business objectives. We provide creative solutions and scale to borrowers, resulting in differentiated opportunities for investors to capture value across the credit spectrum.
Global Investment Solutions
Finding the right investment opportunity is about creating solutions customized to the needs of your portfolio. PLANET UNION’s Investment Solutions business seeks to help investors meet their objectives through tailored portfolio construction and implementation. Our business provides investors access to a range of opportunities across private equity. Our business offerings include primary, secondary and co-investments, commingled funds and separately managed accounts.
Asset Management
Innovative Lending and Capital Solutions
We operate the premier Yield franchise that spans the full financing universe across private and public markets.
Our Yield business is a financing partner of choice, helping companies access flexible, low-cost capital solutions to fund their growth and achieve their corporate objectives. We have expertise across corporate fixed income, direct lending, structured credit, commercial real estate debt and more. Proprietary platforms and corporate solutions capabilities enable us to originate high-quality and safe-yielding assets for our investors.
Hybrid Debt and Equity Solutions
PLANET UNION’s Hybrid strategies bring together the best of our capabilities across debt and equity to provide companies, financial sponsors, and intermediaries with creative, expedient, and scaled capital solutions responsive to their needs.
Whether seeking bespoke structures, value-add resources and advice, or navigating a complex situation, more and more companies turn to PLANET UNION for our know-how across asset classes, sectors and geographies. Our Hybrid strategies invest in all market environments. They are well-positioned to deploy capital during both periods of dislocation and market strength as we focus on uncovering the best risk-reward in any phase of the cycle.
Driving Business Transformation
PLANET UNION’s Equity franchise takes a hands-on investment approach to support management teams, business transformation and growth under our funds’ ownership, with strategies spanning traditional private equity, real estate, and impact investing. Our focus on building stronger companies helps to fuel local economies and deliver outsize returns for investors.
Our Private Equity strategy is driven by our ability and process to find value-oriented opportunities and strengthen performance through growth, innovation, and operational improvements.
Culture & Values
Teamwork
Teamwork is at the heart of how we operate. We take enormous pride in our one-firm approach, operating proactively and collaboratively across businesses and geographies to achieve the best possible results. We continually look to help one another and work together towards common goals. We know from experience that we can achieve much more collectively than any of us could individually.
Integrity
We conduct ourselves with integrity in everything we do. Our reputation — as individuals and as a firm — is paramount. Our word is our bond - “we say what we mean and we do what we say.” As a learning organization, we are self-critical — acknowledging our mistakes and trying always to learn from them.
Relationship-Driven
People do business with people they like and trust. As a relationship-driven firm, we are deeply committed to building and sustaining long-term internal and external partnerships, grounded in trust and transparency. We know it takes years to build a strong partnership and reputation, while they can be ruined in just a few minutes. We seek continually to understand and align the interests of all stakeholders, and we treat everyone with fairness, compassion, and respect. We believe that “arrogance kills” and has no place at PLANET UNION.
Accountability
We readily accept accountability for our actions, inactions and decisions, both individually and as a firm. We also embrace the implied responsibilities of our one-firm approach: the obligation to speak up and say what we think and to respect and listen to our colleagues. We have the institutional and personal fortitude to say “no,” even at the eleventh hour. We deliver on our commitments — to our stakeholders, our partners, and one another.
Investment Strategies
Active strategies
Active management can outperform—given the right combination of talent, discipline, and incentives strictly aligned with those of clients.
PLANET UNION's disciplined approach applies to our full suite of products across regions, asset classes, and investment styles, including alternative, ESG, and factor-driven strategies.
Cash/Short-duration strategies
Managing cash requirements is a balancing act that is central to the success of your day-to-day operations and investment portfolio. It's important that you can access your funds when you need them and that you have confidence they're invested in high-quality instruments.
Derisking/LDI
Reducing pension risk and dampening funded status volatility’s effects on the financial statement can be among your organization's most important objectives. Liability-driven investing (LDI) and other derisking strategies are designed to mitigate risk, decrease volatility, and maintain funding gains.
Equity management
In the sizable and complex world of equity investing, it can be challenging to identify enduring strategies and top talent across investment styles.
PLANET UNION's unwavering focus on making decisions in the best interests of clients ensures a disciplined, consistent commitment to delivering equity investment excellence in a range of management approaches, from traditional active to quantitative active to indexing.
Fixed income management
Whether you need exposure to a broad market or more narrow segments of the fixed income market, well-defined, low-cost strategies from PLANET UNION can be a sound, prudent choice.
Index strategies
Index strategies allow investors to capture returns across both the broad market and narrow segments. A true passion for indexing allows PLANET UNION to understand and employ the deep sophistication beneath the outward simplicity. Our long-tenured indexing experts continually refine our strategies with one goal—improve investor outcomes.
Stable Value
The goal of stable value funds in a portfolio is capital preservation. They invest, directly or indirectly, in high-quality, short- to intermediate-term fixed income investments, and are distinguished from bond funds by maintaining a constant $1 share price net asset value (NAV).
We believe in the role of stable value as a conservative investment option, so we've chosen not to go down in quality. We think it is a great value proposition to potentially deliver stellar returns to participants while retaining high quality.
Contacts
PLANET UNION
Level 21, Seoul Finance Center,
136 Sejongdae-ro, Jung-gu, Seoul, Korea
Tel: +82-2-6414-8765