Next-Gen Investing: How Gen Z is Reshaping Portfolio Management

The investment world is undergoing a dynamic transformation. On top of the solid foundation laid by experienced investors, a future is emerging—shaped by the distinct priorities of the younger generation. This evolution is broadening the boundaries of investing; it’s no longer purely profit-driven but also value-oriented.

In particular, Generation Z—those born after 1997—demonstrates a different investment approach, influenced by their rapid access to information, upbringing in the digital world, and heightened social awareness. This is not a perspective that contradicts older generations, but rather one that complements and enriches them.

The New Question Set: “Why?”, “How?” and “How Much?”

For Gen Z investors, building a portfolio is not just a financial decision—it’s also a values-based process. Today, investment decisions are shaped not only by:

• “How much will I earn?”

but also by questions like:

• “Which technology does this investment support?”
• “Does my fund choice align with my sustainability goals?”
• “How does my money influence the future of our world?”

For this new generation, investing is no longer merely a tool—it’s a stance, a vision choice.

Thematic Investing: The Financial Path of a New Generation

One of the defining traits of Gen Z’s investment strategies is their preference for thematic and focused investments. Instead of mixed funds, they are more drawn to portfolios built around specific themes, targeting areas of societal and technological transformation.

This trend brings with it not only a pursuit of “success rates” but also the desire to “connect with conviction.” In this context, the technology-themed funds we offer at BV Portföy provide a strong response to the expectations of young investors.

What’s at the Core of Gen Z’s Focus?

Today’s investors—regardless of age—are more informed, aware, and inquisitive. But Gen Z has acquired this awareness earlier in life. They care not only about outcomes but also about the ethical and visionary aspects of the process.

So, what do BV Portföy’s funds offer in this context?

• BVV – Technology Variable Fund: Invests in global leaders in artificial intelligence and innovative technologies, turning the benefits of AI in product development, customer experience, and operational efficiency into growth potential. This fund transforms technological transformation into an investment opportunity.
• BTE – Gaming and Technology Variable Fund: Brings together the giants of the gaming world to offer investors a balanced opportunity built on strong fundamentals.
• RUT – Robotics and Space Technologies Variable Fund: Focuses on robotics, space, AI, automation, and cybersecurity—aiming to provide not just for today’s gains, but for tomorrow’s as well.

These funds not only invest in thematically strong sectors but also:

• Deliver strong, long-term returns in USD,
• Align with Gen Z’s forward-looking vision,
• Offer a partnership in vision across digital transformation, AI, and space technologies.

And they do so with a model that appeals not only to Gen Z, but to any investor inspired by innovation.

Generational Difference: A Source of Wealth, Not Division

The shift in investment preferences is not a divide—it’s an opportunity for diversity. Today’s investment world blends the risk management wisdom of older generations with the value-driven pursuits of Gen Z. Both are equally valuable; one represents the power of stability, the other the excitement of the future.

Our role at BV Portföy is to unite these approaches under one roof:

• Strategically managed,
• Thematically focused,
• High in corporate standards,
• Designed to meet diverse investment expectations.

A Common Ground for Investments Shaping the Future

In an era when financial literacy is growing across all ages, the meaning investors attach to funds is also changing. Today’s investor is driven not only by analysis and charts but also by values, vision, and strategy.

The technology-themed funds we offer at BV Portföy provide a strong answer to this multidimensional investment quest. Because the goal is not just to grow—but to grow in the right direction, with the right theme.

Managing your investments securely, diversifying your portfolio, and minimizing risk is most effective when done with the expertise of BV Portföy.