The "Institut für Vermögensaufbau (IVA)" and the wealth management software provider QPLIX GmbH are investigating this question and publishing the answers in the "Trendmonitor Vermögensverwaltung (TMVV)" for the first time.

The TMVV is the largest German evaluation of its kind, with anonymised and aggregated data on the composition of more than 54,000 real portfolios of over 100 independent wealth managers. The TMVV is a spin-off of the CAPITAL magazine studies "Top Asset Managers" from 2019 to 2023.