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New Generation of Young Investors | CFA Institute Research & Policy Center

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media__ratio--quad@lg media__ratio--quad-bleed@xl"> <img src="/-/media/images/hero/StandardPage-Hero-Images/young-investors.jpg?w=2560&amp;hash=AF7D686700999450D4C837619D1E2E11" srcset="/-/media/images/hero/StandardPage-Hero-Images/young-investors.jpg?w=480&amp;hash=CCFF836CB79F97C460A3ECE1EE238308 480w, /-/media/images/hero/StandardPage-Hero-Images/young-investors.jpg?w=768&amp;hash=A79D08F1902F8ACE9CE3BC615462F28B 768w, /-/media/images/hero/StandardPage-Hero-Images/young-investors.jpg?w=1200&amp;hash=82EC15B3E98547BF9992A93750EBB14F 1200w, /-/media/images/hero/StandardPage-Hero-Images/young-investors.jpg?w=2560&amp;hash=AF7D686700999450D4C837619D1E2E11 2560w" sizes="100%" alt="Young Investors"> </picture> <div class="spotlight-hero__container"> <div class="spotlight-hero__text"> <h1 class="spotlight-hero__title">New Generation of Young Investors, New Ways of Investing</h1> </div> </div> </section> <section class="article-grid"> <!-- Section Container --> <section class=" grid__item--full-width grid__item--inset grid__item--initial"> <div class="flex__container brand-card__container flex__container--1-up brand-card--horizontal@md flex__container--large-column-gap" > <!-- Brand Card Start--> <div class="brand-card flex__item"> <img src="/-/media/images/cards/Lifestyle-and-Graphic/young-women-standing.jpg?h=442&amp;w=664&amp;la=en&amp;hash=E3EFFCD86BBD74224D6B779D47AE631E" class="brand-card__media media__ratio--square" loading="lazy" alt="Young Investors" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">A New Research Series</h3> <div class="brand-card__content-description"> <p>Young investors that are digitally savvy are upending traditional investment industry business models. The gateway for this new generation of investors is cryptoassets. These investors source information about investments from financial influencers on social media. To attract these new entrants, investment firms will need to innovate and embrace new tools, technologies, and data sources. CFA Institute Research and Policy Center has launched this research series&mdash;New Generation of Young Investors, New Ways of Investing&mdash;to help professionals, firms, and policymakers understand and react to forces of change that are driven by these young investors.</p> <p>Our report on Gen Z's attitudes and behaviors around investing complements our analysis of investment gamification and sets the stage for future research on new asset classes, new information sources, and new analytical methods. Our Future State of the Investment Industry report provides a macro view of the future of the industry, including the profile of the successful investment professionals and firms in the next 5-10 years.</p> <p>Our latest report, &ldquo;<a href="/en/research/reports/2024/finfluencer-appeal"><strong>The Finfluencer Appeal: Investing in the Age of Social Media</strong></a>&rdquo; examines how this new generation of investors uses content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions. It examines the finfluencer model and how young investors use such content to make investment decisions. It illuminates both the challenges finfluencers pose to the traditional advice industry and the opportunities they unlock for attracting and retaining assets from this emerging investor base. </p> </div> </div> </div> <!-- Brand Card End--> </div> <div class="flex__container brand-card__container flex__container--3-up@md flex__container--large-column-gap" > <!-- Brand Card Link Start --> <a href="/en/research/reports/2023/valuation-cryptoassets" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-landscape/satellite-view.jpg?h=498&amp;w=664&amp;la=en&amp;hash=BFC784AC8F51E7761B81F94E34E0BB18" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="Valuation of Cryptoassets Report" /> <div class="brand-card__content"> <span class="brand-card__content-category">Report</span> <h4 class="brand-card__content-title">Valuation of Cryptoassets: A Guide for Investment Professionals</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">By Urav Soni, and Rhodri G. Preece, CFA</span> Valuation of Bitcoin, Ethereum, and other cryptoassets is a challenge for the investment industry. We review the tools available to value cryptoassets, and in doing so, we aim to help practitioners better understand the dynamics of cryptoassets. </div> </div> <!-- Brand Card Link End--> </a> <!-- Brand Card Link Start --> <a href="/en/research/reports/2023/gen-z-investing" class="brand-card flex__item" ><img src="/-/media/images/cards/Lifestyle-and-Graphic/gen-z-college-students.jpg?h=442&amp;w=664&amp;la=en&amp;hash=072686C991E9DA1C3EEA5584FF76C144" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="gen-z-college-students" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Gen Z and Investing: Social Media, Crypto, FOMO, and Family</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">By CFA Institute, FINRA Investor Education Foundation, and Zeldis Research</span> This research examines Gen Z's attitudes and behaviors around investing. It is based on data from an online survey of 2,872 Gen Zs aged 18-25, Millennials, and Gen Xers across the U.S., Canada, the United Kingdom, and China. </div> </div> <!-- Brand Card Link End--> </a> <!-- Brand Card Link Start --> <a href="/en/research/reports/2023/future-state-of-the-investment-industry" class="brand-card flex__item" title="Insights" ><img src="/-/media/images/cards/new-brand-abstract/blue_rock.jpg?h=443&amp;w=664&amp;la=en&amp;hash=249CD032C51C071A0572E42D148C9F04" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="blue-rock" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Future State of the Investment Industry</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">By Rhodri G. Preece, CFA, Ryan Munson, Roger Urwin, FSIP, Andres Vinelli, Larry Cao, CFA, Jordan Doyle, and Editor, Paul McCaffrey</span> This report frames the most significant developments that will affect the investment industry in the next 5&ndash;10 years. 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