Morgan interviewed step one,000 traders to locate purchasing styles within Black colored, Latina and you will Latino groups
Ny, New york, – Black, Latina and you may Latina feminine keeps gathered rely on within purchasing studies in recent times and are generally investing to build generational wealth, considering a new study away from J.P. Morgan Riches Government. J.P.
“Men should be strengthening the riches and you may J.P. Morgan are deeply committed to ideal serving the people at each and every phase. Knowing the other needs, perceptions and you may priorities of every classification try a button element of so it work. We feel the main thing is to details your aims and now have for the a plan to reach them,” said Kristin Lemkau, Ceo off J.P. Morgan Riches Government.
Morgan Riches Government wasn’t defined as this new questionnaire mentor
- 68% ones Black colored female dealers and you may 52% from Latina and you can Hispanic women traders say he or she is more knowledgeable regarding the opportunities and you will retirement considered as compared to five years before
dos. Really Black colored, Hispanic and you can Latina feminine respondents started expenses to build generational money and you will help their loved ones and you can relatives.
Morgan Wide range Government was not recognized as brand new survey sponsor
- to create riches to successfully pass as a result of generations to come (68% for both)
- to help with my family and you will family unit members (66% and you will 70%)
Morgan Money Government was not identified as new questionnaire recruit
- 83% of women traders surveyed is spending a similar number or even more in their broker account than in 2022, compared to 74% of males
- Men people surveyed are more inclined to explain the using strategy due to the fact “risk-taking” (29% than the 15% of females dealers) and you can “active” (35% than the 25% of females investors)
- Male investors interviewed try twice as planning to browse the standing of its brokerage account once a week or more (34% than the 17% of women dealers)
Morgan Wealth Administration was not identified as the brand new questionnaire mentor
- 88% of people are involved about rising prices
- 79% out of traders are concerned regarding an economic downturn, but really 63% out-of traders claim that chat off a depression will not apply at the economic conclusion
- 74% of investors would not consider selling after a 20% dip in their investment portfolio
- 83% out of investors is contributing much more or the exact same total their old-age levels and you can 77% on their broker account compared to the 2022
“Our very own team and benefit is actually healthier in case it is far more inclusive,” told you Thelma Ferguson, Around the globe Direct from Assortment, Security & Introduction and you may Vice-chair regarding Industrial Financial at the JPMorgan Chase. “Morgan interviewed step one,000 traders to locate purchasing styles within Black colored, Latina and you will Latino groups” bővebben