Sydney based nVest have just published a report delving into the investor landscape in Australia and more specifically, the shift of preference towards modern democratised access to shares and investment opportunities, as well as embedded solutions.
The paper includes insights from a survey that we conducted over the past 3 months. The work aligns well with your interests and would provide value to your audience:
Here is a quick summary:
Australia's financial markets are at an inflection point, ripe for innovation. Recent analysis suggests that around 73% of young investors (18-35yo) are craving more flexible and cost-effective options, something traditional systems like CHESS are not designed to offer efficiently. Custodian-based platforms, established as the industry norm globally, are emerging as the go-to solution.
These models empower retail to access and take control of investment opportunities through features like auto-investing and fractional trading, which break down barriers to diversification and affordability.
Banks are well-positioned to capitalise on this trend. By embedding these new investment options into apps already used by millions, they can meet the overwhelming consumer demand—87% of survey respondents said they would invest within their banking app, if it provided such features.