Finexfolio

While traditional forms of finance undergo transformation, the asset management industry also embraces changes. Adopting them not only helps businesses stay ahead of the curve but also fine-tunes their services to the ever-changing preferences of their clients.

📌 Operational excellence in alternative investments

The growing interest in infrastructure and real estate presents an opportunity for asset managers to capitalise on this trend. Employing cutting-edge solutions, such as data analytics and automated software, allows them to identify better investment opportunities which maximise clients’ returns.

📌 Developing new products

As demand for alternative investments increases, asset managers can democratise access to previously-inaccessible asset classes. This may require launching dedicated Real Estate Investment Trusts (REITs) or other products for retail investors.

📌 Pension planning

As the global population ages, asset managers have an opportunity to assist individuals in navigating the complex landscape of pension savings. This may involve creating retirement investment products and customised pension strategies, as well as raising awareness on the importance of pension planning.

The consistent growth and transformation of the market pushes asset managers to adapt their services to evolving trends. So it’s essential to continuously upgrade one’s skill set and explore new avenues in order to thrive in a competitive financial landscape.

In October 2022, The Motley Fool conducted a survey of 1,200 Millennial and Gen Z investors, as well as individuals outside of these generations. Asset managers looking to attract new clients might benefit from some insights into investment behaviours of younger investors. For example:

📌 Almost 60% own either cryptocurrency or stocks, with crypto being slightly more popular.
📌 The prevalence of crypto investments went from 40% in 2021 to 60% in 2022.
📌 Possession of meme stocks went from 30% in 2021 to 40% in 2022.

Millennials and Gen Zers are more likely to own stock options (30%) and cryptocurrency (59%) compared to older generations (18% and 48%, respectively). But they are also less likely to have retirement accounts (41% vs 55%).

Comparison between investing behaviours of Millennials and Gen Zers also showed:

📌 Millennials are more likely to hold ETFs (25%) and mutual funds (27%) than Gen Zers (14% and 18%, respectively).
📌 33% of surveyed Gen Z investors hold stock options, compared to 29% of Millennials.

Gen Z and Millennial investors are more likely to own ESG, penny, S**C, IPO, and REIT stocks than previous generations. It might indicate a greater inclination towards diversification.

When it comes to specific industries, younger investors’ trends are consistent with those observed across generations. Millennials and Gen Zers primarily invest in:

📌 finance,
📌 energy,
📌 real estate,
📌 technology.

They also demonstrated a growing interest in the ma*****na industry, with stock ownership in this sector rising from 20% to 25% between 2021–2022.

Asset managers interested in attracting a younger demographic should account for these generational investment trends. Understanding these patterns allows them to create more tailored investment solutions to meet the needs of Millennial and Gen Z investors.

Asset management is frequently misunderstood and riddled with various myths.

Let’s debunk some of the common myths and shed light on the reality.

The goal of any asset allocation strategy is to maximise returns within a suitable risk level. Here are six strategies that can help traders accomplish this goal.

Millennials and Generation Z are groups with contrasting financial situations. Understanding their unique financial characteristics could help asset managers gain more clients.

FINEXFOLIO allows traders to start an online hedge fund without the usual complications associated with traditional enterprises.

“Online hedge fund” is a new term for the financial industry. That’s why you may have never heard of it before.

We at FINEXFOLIO were the first to come up with the concept and implement it. An online hedge fund is a software solution that allows traders to start their own asset management business without the complications inherent to traditional hedge funds.

With FINEXFOLIO, you can become an asset manager in just a few clicks. Visit our website to learn more!

FINEXFOLIO Customer Support Service

Whether you are just starting out or already set up your FINEXFOLIO platform, our customer support team is ready to help.

We speak German, English, and Russian. Here’s how you can contact us:

📌 Send us a DM
📌 Our website → “Support” page

We are here to help you make the best of your FINEXFOLIO experience. So, don’t hesitate to reach out!

We’re always happy to receive feedback from our clients. Today, we’d like to share some of their comments with you. Scroll the carousel to see what asset managers say about our platform!

If you want to share your feedback regarding our platform, send us a DM.

The risk of losses is inherent to the financial industry, but FINEXFOLIO aims to mitigate it. Our platform’s risk management system creates a safe environment for asset managers and investors alike.

Browse the carousel to see how we protect our users from unexpected losses.

Our goal is to make investment accessible to everyone. To achieve this, we have developed FINEXFOLIO, an online asset management platform that serves both asset managers and investors. Scroll the carousel to learn more!

Active and passive asset management are the two different strategies to achieve a similar goal: portfolio growth. Each approach has its own strengths and weaknesses that an asset manager needs to consider.

Do you know what approach your investors prefer?

If you want to open your own asset management business, this guide will show you how to get started using the FINEXFOLIO platform. Browse the carousel to see the step-by-step instructions. Good luck with your asset management career!

Traditional hedge funds are complex structures that are difficult to operate. That’s why it’s challenging for traders to start their own asset management business.

However, modern technologies can automate certain processes. Our FINEXFOLIO platform empowers any trader to create their own online hedge fund. Let’s compare how it’s different from a traditional one.

Some of the richest people on Earth built their wealth through hedge funds. For example, George Soros started his journey when he founded his first hedge fund in 1969. In 1992, he made $1B in a single day, using a short-selling strategy. This earned him a nickname “the man who broke the bank of England”.

Today, there are more than 29,500 live hedge funds around the globe. Here’s a quick list of interesting facts about this financial instrument.

Happy Halloween! 🎃

Let’s dive into the world of investing with a touch of fun. Swipe the carousel to unravel the mysteries that haunt asset managers!

But remember, dear reader, while Halloween is all about playful scares, the fears of asset managers are very real. So, the next time you hear a creak on Wall Street or feel a chill in the stock market, spare a thought for the brave souls protecting your assets. 😁

And what are your biggest fears? Share them in the comments!

According to the Global Wealth Report 2021 by Credit Suisse:

📌 Only 12% of the population have access to professional investment services.
📌 The remaining 88% can only afford non-professional options (e.g. copy trading).

But non-professional tools may not afford the same benefits as hedge funds.

Swipe the carousel to learn more.

Movies have the power to entertain us, but also educate in unexpected ways. We selected four films that offer valuable lessons about money and finance. So grab some popcorn — let’s dive into these captivating stories!

By the way, how many of them have you seen?

A crisis demands swift action. In trying times, communication between asset managers and their clients becomes paramount to maintaining trust in their relationships.

Let’s explore the best crisis navigation practices to minimise potential setbacks.

Our goal is to make FINEXFOLIO better, and your input is invaluable. If you tried our platform or are already using it, please take a moment to share your thoughts on how we can improve in the comments down below.

We are fully committed to enhancing your experience and satisfaction with FINEXFOLIO. It’s because of your unwavering support that we continue to grow.

Anything you can contribute, we will deeply appreciate.

Thank you!

We’ve gathered the most common questions asked by our followers.

Let’s dive in and explore the answers!

Welcome to Motivational Monday, where we draw inspiration from successful investors. Today, we’ll share five insights that might ignite your spark for the week ahead. 

By the way, what are your favourite quotes about investing? 🔍
Share them in the comments!

A well-optimised, varied portfolio can make a huge difference in returns, risk reduction, and long-term financial prosperity. Here are some tips on how to optimise an asset manager’s portfolio.

📌 Disclaimer: This post is strictly informational and not to be construed as investment advice.

As investor demand for ESG-focused funds increases, asset managers are recognizing the potential growth opportunities associated with sustainable investments.

Swipe the carousel to see some insights from the recent PwC research.

There are several aspects asset managers can take into account to create a better investment strategy.

📌 Disclaimer: This post is strictly informational and not to be construed as investment advice.

Podcasts provide valuable insights that might propel even a seasoned trader’s career. We’ve compiled a list of the 5 best podcasts with expert insights on investments and trading.

📌 1. Chat With Traders

Host Aaron Fifield interviews some of the most successful traders and investors on their trading journey, strategies, and knowledge. With over 250 episodes, this podcast covers a wide range of topics and allows listeners to delve into mindsets of the best.

📌 2. Admirals’ Weekly Trading Podcast

The Weekly Trading Podcast is presented by our prime broker, Admirals. Episodes cover economic news for the past and next week, as well as market analysis and trading strategies. As an award-winning Forex and CFD broker, Admirals provides online trading in over 8,000 financial instruments, making this podcast an excellent learning tool.

📌 3. CNBC’s Fast Money

CNBC’s news anchor Melissa Lee brings together a roundtable of expert traders to discuss the latest financial news. This podcast goes deep into topic, presenting listeners with insights that are normally kept for the Wall Street-level pros.

📌 4. Swing Trading the Stock Market

Host Ryan Mallory uses his personal experiences from two decades of swing trading to provide an in-depth analysis of technical concepts with focus on risk management. This 20-minute podcast is a great resource for experienced traders seeking for new ideas.

📌 5. Trading Justice

Trading Justice is an entertaining podcast that teaches everyday people how to trade, invest, and manage their financial future. It covers a wide range of topics, from market trends to wealth strategies, and features interviews with top industry players.

Whether you’re looking for inside information or updates on the latest market trends, these podcasts have got you covered. So, tune in, listen, and learn — it’s a wealth of knowledge and inspiration for traders of all levels.

A while ago, we made a post about trends that transform the asset management industry.

Now, we would like to show you how FINEXFOLIO assists professionals in making their businesses future-proof.

According to PwC, the asset management industry is on the verge of a paradigm shift. Several key areas are emerging as drivers of change:

📌 Digital transformation
📌 Evolving investor expectations
📌 Consolidation
📌 Retailisation

Businesses are forced to adapt. By 2027, PwC predicts that 16% of existing asset management organisations will be gone or absorbed — twice the historical rate.

To survive the revolution, asset managers should concentrate on these 5 initiatives.

It’s finally Friday — which means it’s time for a dose of laughter.

Enjoy a collection of memes that we curated just for you!