Top Wealth Management Trends (September 2023)
Here are the current wealth management trends of 2023 and 2024, found using our software tool and selected based on their growth and global popularity across sites like Google, TikTok, Reddit, Twitter, YouTube, Amazon, and more. These are not fads, such as new movies or social media challenges – rather they’re long-term global wealth management trends that are likely to see continued growth throughout 2023 and into 2024. We’ve also included our analysis on these new emerging trends below.
Quant Fund
A quant fund is a type of investment fund that relies on mathematical models and algorithms to make investment decisions. The models used by quant funds are often based on principles of statistical inference and financial engineering. … Read more
Stifel Wealth Tracker
The Stifel Wealth Tracker is a tool that allows investors to track their portfolios and performance and analyze their investments. The tracker provides a real-time view of investments, and includes information on asset allocation, performance, and more. … Read more
Carbon Credits
Carbon credits are a tradable commodity that represent the right to emit a certain amount of carbon dioxide or the equivalent. The credits are generated by projects that reduce or sequester carbon dioxide, such as tree planting or renewable energy projects. Credits can be used by companies to offset their emissions, and can also be traded on a carbon market. … Read more
Generational Wealth
Generational wealth is the accumulation of assets and income across multiple generations. The goal is to create financial stability and security for future generations. … Read more
ESG Impact
ESG Impact is the measure of a company's environmental, social, and governance (ESG) performance relative to its industry peers. ESG impact is used by investors to assess a company's long-term risk and potential opportunities. … Read more
SBI Index Fund
The SBI index fund is a mutual fund that is offered by the State Bank of India. The fund is designed to track the performance of a particular index, such as the S&P BSE Sensex or the Nifty 50. … Read more
Lumpsum Investment
A lumpsum investment is an investment where a fixed sum of money is invested at once. The lumpsum investment may be in the form of cash, stocks, or other assets. The goal of a lumpsum investment is to achieve a higher return on investment than if the money was invested over time. … Read more
ESG Investment
ESG investment is an investment strategy that takes into account the environmental, social, and governance (ESG) factors of a company when making investment decisions. ESG factors can include a company’s environmental policies, employee treatment, and product safety. … Read more
Solar Tax Credit
A solar tax credit is a tax credit that is available to homeowners and businesses who install solar panels on their properties. The credit is a percentage of the cost of the solar PV system, and it can be claimed on federal taxes. … Read more
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