Trend Monitor Asset Allocation Study 2024

Trend Monitor Asset Management 2024

How successful is wealth management made in Germany?

Together with the "Institut für Vermögensaufbau (IVA)", Munich software provider for wealth management QPLIX GmbH has examined this question in the largest data-based study of its kind - the "Trendmonitor Vermögensverwaltung (TMVV)" 2024.

The TMVV is the largest German evaluation of its kind with anonymised and aggregated data on the composition of more than 62,000 real portfolios of over 120 independent asset managers. The study thus covers almost a third of all independent German asset managers. The TMVV is a spin-off of the CAPITAL magazine studies "Top Asset Managers".
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Trend Monitor Asset Management 2024

German capital is increasingly invested abroad, US share at record level (44.3%), Germany below 30 percent for the first time.
Time series comparison: US tech giants "Magnificent Seven" have more than tripled their share in German portfolios since 2018.
German favorite stocks: Danish pharmaceutical giant Novo Nordisk becomes the favorite stock in German portfolios.
ESG investments are rising steadily, but remain marginal overall despite EU taxonomy.

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