In this on-demand webinar by QPLIX, IVA & CAPITAL "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben" (in German), experts Nadine Oberhuber, Andreas Ritter and Sebastian Deck discuss how the trends and crises since 2018 have affected portfolio management.
How do Germans invest? The Institut für Vermögensaufbau (IVA) and the wealth management software provider QPLIX investigated this question and published for the first time the Trendmonitor Vermögensverwaltung (TMVV), a spin-off of the CAPITAL studies "Top Asset Managers" 2019 to 2023. With more than 54,000 real client portfolios analysed, the TMVV study is the largest and most in-depth analysis of its kind in the German-speaking world. It is based on anonymised and aggregated data from more than 100 independent asset managers. The authors of the study use this data to present special analyses on current topics and the question of how independent asset managers have reacted professionally to topics such as the Ukraine crisis (energy, armaments), the coronavirus pandemic (pharmaceuticals, home office) and trending topics such as ESG and cryptocurrencies. Further questions discussed are: What were the 20 most popular shares among Germans? And: How do smaller portfolios differ structurally from larger ones? View this on-demand webinar to learn the insights of the study.
Jill Stäbe has been part of QPLIX GmbH since 2020. Originally working in Client Success Management, she has always worked closely with various internal and external stakeholders and now draws on broad expertise regarding the platform and its users. As part of the marketing team, she is therefore primarily responsible for product-specific topics, as well as the company's social media presence and press relations.
