12 Things to Know About Gen Z Investors

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Financial professionals would do well to take note of a new report from the FINRA Investor Education Foundation and the CFA Institute, which examines attitudes and behaviors around investing among two U.S. Generation Z segments — those with and those without any investment accounts.

“These new entrants to the world of investing are reshaping investment practices, products and platforms,” Paul Andrews, managing director for research, advocacy and standards at CFA Institute, said in a statement.

“A range of macroeconomic and social factors such as rising inflation, the growing popularity and accessibility of cryptocurrency, and social media ‘finfluencers’ are having a profound impact on how, where and what they invest in,” he added.

Data in the report came from an online survey conducted in November and December. The 2,872 respondents represented a mix of Gen Zers who were between 18 and 25 at the time of the survey, millennials and Gen X investors across the U.S., Canada, the U.K. and China. U.S. respondents accounted for just over half the total sample.

See the gallery for 12 findings from the report on Gen Z investors.

(Image: Adobe Stock)

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