New Delhi, Oct. 6 -- Young investors are taking a more active role in managing their money, with Gen Z and millennials checking their investments and trading more frequently than older generations. While staying informed can help investors understand their portfolios, excessive monitoring and frequent trading can also encourage a short-term approach that may conflict with long-term financial goals.

A new report by CFA Institute, based on a survey of more than 2,400 mass-affluent, high-net-worth and very-high-net-worth investors across India, Canada, Singapore, the UAE, the UK and the US, highlights this growing engagement among younger investors.

According to the report, 63% of Gen Z and millennial investors across the six markets surve...