Ladies and Investing: Six Questions Answered

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The next is tailored from the “Ladies and Finance: The 2022 Wealthy Pondering Quantitative Survey Findings” report by Barbara Stewart, CFA, and Duncan Stewart CFA.


Given all of the modifications in investing habits I used to be seeing as I performed my interviews over the previous couple of years, I wished to ask six questions and measure how girls’s habits was altering because the COVID-19 pandemic went international in March 2020.

  1. What number of girls have been investing in belongings except for their very own houses?
  2. What number of have been investing utilizing on-line platforms?
  3. What number of have been speaking to their mates, household, or colleagues about investing?
  4. What number of have been interacting with different girls traders on-line by means of social communities?
  5. What number of have been investing in blockchain-enabled belongings, comparable to bitcoin or non-fungible tokens (NFTs)?
  6. What number of have been investing in environmental, social, and governance (ESG) or sustainable and numerous belongings?
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I occur to be married to a worldwide skilled on the design, evaluation, and interpretation of shopper surveys. Duncan Stewart, CFA, often does this type of work on tech-, media-, and telecom-related subjects for his employer, however he’s additionally deeply within the subject of girls and investing, and I’m thrilled to have him as coauthor.

We surveyed greater than 2,000 girls aged 18 to 75 on-line between 10 and 12 November 2021 in 5 nations: 1,057 in the USA — a big sufficient pattern to do statistically vital evaluation by age cohorts and revenue brackets — and 250 every in the UK, Singapore, Sweden, and Denmark.


Six Surprising Findings

  • 64% of 18-to-29-year-old US girls already make investments or plan to throughout the yr.
  • 90% of US girls traders aged 18 to 59 use on-line platforms in comparison with solely 40% of US girls traders over 60.
  • Globally, 24% of girls began speaking with mates, household, or colleagues about investing because the begin of the pandemic.
  • About 90% of Swedish and Danish girls traders work together with different girls about investing in on-line social communities. That’s double the speed of US girls.
  • 9% of US girls over 60 already spend money on blockchain-enabled belongings, comparable to bitcoin, and one other 5% plan to begin within the subsequent yr.
  • Younger US girls aged 18 to 29 are virtually 3 times extra prone to make investments or plan to spend money on environmental, social, and governance (ESG) belongings than US girls over 60.

Tile for T-Shape Teams report

1. Do you spend money on any asset courses apart from your individual residence: shares, bonds, mutual funds, ETFs, various belongings comparable to cryptocurrencies, and so forth?

The youngsters are alright.

An incredible 64% of US girls aged 18 to 29 both make investments already or plan to speculate throughout the yr. That’s a better share than every other age group, and even once we take a look at solely these really investing, greater than 4 in 10 US girls aged 18 to 44 are investing for his or her futures. It is a current improvement for the youngest cohort: Greater than half of present traders began solely after March 2020, simply 20 months previous to this survey. After all, greater than a 3rd of these over age 60 have been investing previous to the pandemic.

Given the expansion charges we’re seeing round actions and intentions, the clichés about younger girls and investing have been shattered.


US Ladies Investing in Any Non-Dwelling-Possession Belongings, by Age Group

Chart showing survey results for US Women Investing in Any Non-Home-Ownership Assets, by Age Group
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you spend money on any asset courses apart from your individual residence: shares, bonds, mutual funds, ETFs, various belongings comparable to cryptocurrencies, and so forth?

Cash issues.

Greater-income US girls usually tend to make investments and extra prone to make investments extra since March 2020. The place it will get actually attention-grabbing is round lower-income US girls: The median US family revenue is $79,900 and one in 5 girls with family incomes under $25,000 began investing because the starting of the pandemic, over 30% are at present investing, and one other 18% intend to begin inside 12 months. This feels new and completely different.

One remaining remark: One in seven US girls within the highest revenue bracket additionally plan on simply “getting began” in investing. Since over half have been already investing, doesn’t this counsel the sky’s the restrict?


US Ladies Investing in Any Non-Dwelling-Possession Belongings, by Family Revenue

Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you spend money on any asset courses apart from your individual residence: shares, bonds, mutual funds, ETFs, various belongings comparable to cryptocurrencies, and so forth?

Certainly one of this stuff isn’t just like the others.

Singaporean girls are reinforcing their nation’s money-savvy repute: Over half are already investing and one other quarter are making ready to dive in over the following yr. Nonetheless, this can be a comparatively new improvement: 1 / 4 of Singaporean girls began to speculate after March 2020.

The UK jumps out on the different finish of the spectrum: Though 20% of respondents intend to begin investing, fewer than a 3rd had taken the plunge as of November 2021. That’s properly under the worldwide common of 41%. Furthermore, solely 14% have been investing pre-pandemic. Within the Nordics, Swedish and Danish girls confirmed pretty related investing habits.


Ladies Investing in Any Non-Dwelling-Possession Belongings, by Nation

Chart showing survey results for Women Investing in Any Non-Home-Ownership Assets, by Country
Supply: On-line survey of two,058 international girls aged 18–75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark, n=250. Q. Do you spend money on any asset courses apart from your individual residence: shares, bonds, mutual funds, ETFs, various belongings comparable to cryptocurrencies, and so forth?

2. Do you make investments utilizing an internet platform, comparable to Robinhood, E*TRADE, or others?

Thoughts the hole — the technology hole.

There’s a demographic cliff on this subject: US girls traders over 60 are lower than half as probably to make use of an internet platform as their youthful friends. Amongst 18-to-29-year-old US girls traders, in the meantime, these platforms are ubiquitous.

Though girls traders aged 30–60 are rather less prone to make investments utilizing on-line platforms than the youngest cohort, they’re nonetheless extremely probably, at 90% or extra. Remarkably, although virtually one in three 18-to-29-year-old US girls don’t make investments, 60% intend to make the leap on an internet platform. The age hole in on-line platforms is extensive for senior girls, with solely 11% of these over 60 expressing any curiosity. Given the developments, that hole appears to be like like it would widen even additional. Nonetheless, the over-60 crowd might have bigger or extra complicated portfolios and should subsequently choose conventional wealth administration advisers over digital alternate options.


Of US Ladies Who Make investments, Share Utilizing an On-line Platform, by Age Group

Chart showing survey results on Of US Women Who Invest, Percentage Using an Online Platform, by Age Group
Supply: On-line survey of 1,057 US girls 18–75 performed 10 November 2021. For 18–29, n=123, for 30–44 n=415, for 45–60, n=276, for 60+, n=243. Q. Do you make investments utilizing an internet platform, comparable to Robinhood, E*TRADE, or others?

Of US Ladies Who Don’t Make investments, Share Planning to Begin Utilizing an On-line Platform, by Age Group

Chart showing survey result  Of US Women Who Don't Invest, Percentage Planning to Use an Online Platform, by Age Group
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For 18–29, n=123, for 30–44 n=415, for 45–60, n=276, for 60+, n=243. Q. Do you make investments utilizing an internet platform, comparable to Robinhood, E*TRADE, or others?

Unpacking Time

The 2 following charts make for classy evaluation. Greater incomes typically correlate with older age teams that might not be as expertise savvy and open to on-line platforms as their youthful friends. On the similar time, increased incomes additionally imply greater and extra difficult portfolios. So, are US girls with family incomes over $50,000 much less probably to make use of on-line platforms as a result of they’re averse to expertise or are they extra inclined in the direction of conventional funding advisers due to the higher measurement and complexity of their portfolios? 

The identical questions will be requested in regards to the (comparatively) low intent amongst those that aren’t at present investing however plan to begin utilizing an internet investing platform within the subsequent 12 months.


Of US Ladies Who Make investments, Share Utilizing an On-line Platform, by Family Revenue

Chart of Survey results showing Of US Women Who Invest, Percentage Using an Online Platform, by Household Income
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you make investments utilizing an internet platform, comparable to Robinhood, E*TRADE, or others?

Of US Ladies Who Don’t Make investments, Share Planning to Begin Utilizing an On-line Platform, by Family Revenue

Chart showing survey results for Of US Women Who Don’t Invest, Percentage Planning to Start Using an Online Platform, by Household Income
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you make investments utilizing an internet platform, comparable to Robinhood, E*TRADE, or others?

It’s a Scandinavian Break up.

Ladies in Sweden and Denmark are likely to have pretty related habits round cash and investing — however not on the subject of on-line platforms. The opposite nations surveyed are near the worldwide common of 80% in on-line platforms. However there’s a 22-percentage level hole between online-platform customers in Denmark and their Swedish counterparts. Additional work is required to elucidate that gulf.

On the opposite facet, of the 50% of Singaporean girls who aren’t but investing, practically 40% say they intend to begin on a digital platform. The equal determine in Denmark is barely 18%, which can replicate Danish girls’s already-high engagement on these platforms.


Of Ladies Who Make investments, Share Utilizing an On-line Platform, by Nation

Chart showing survey results Of Women Who Invest, Percentage Using an Online Platform, by Country
Supply: On-line survey of two,058 international girls aged 18–75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you make investments utilizing an internet platform, comparable to Robinhood, E*TRADE, or others?

Of Ladies Who Don’t Make investments, Share Planning to Begin Utilizing an On-line Platform, by Nation

Chart showing survey results of Of Women Who Don’t Invest, Percentage Planning to Start Using an Online Platform, by Country
Supply: On-line survey of two,058 international girls aged 18–75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you make investments utilizing an internet platform, comparable to Robinhood, E*TRADE, or others?

3. Do you speak about investing with your pals, household, or colleagues?

A Pandemic Shift

Roughly 30% of US girls in all age teams spoke about investing with mates, household, or colleagues earlier than March 2020. However whereas 7% of girls over 60 started conversations after that date, 3 times as many ladies aged 30 to 60 and virtually 5 occasions as many aged 18 to 29 did as properly.

Why was COVID-19 such an inflection level for all however the oldest age group? We expect the pandemic was extra disruptive for these beneath 60. Lockdowns and work- and study-from-home preparations all pushed youthful girls to vary their habits greater than their older friends. Being at residence, being on-line, and maybe feeling a novel sense of isolation and lack of bodily neighborhood might have inspired these girls to succeed in out extra about investing and possibly different subjects as properly.

Among the many youngest cohort, 22% plan on talking in regards to the subject throughout the yr. In the event that they do, 4 out of 5 younger US girls will likely be chatting about investing by the tip of 2022.


US Ladies Who Discuss Investing with Pals, Household, or Colleagues, by Age Group

Chart of survey results on US Women Who Talk about Investing with Friends, Family, or Colleagues, by Age Group
Supply: On-line survey of 1,057 US girls 18–75 performed 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you speak about investing with your pals, household, or colleagues?

Cash issues once more.

Previous to March 2020, US girls with increased family incomes have been extra prone to speak about investing than these from decrease revenue households. Almost half of girls with incomes over $100,000 have been discussing investing, in comparison with solely 22% of these making lower than $25,000 yearly.

However that lowest revenue group may very well be catching up. One in 4 are starting to have investing conversations. Since decrease incomes skew youthful, the identical age-related elements talked about above could also be driving this development. Nonetheless, whereas the income-related investing “dialog hole” was fairly massive pre-pandemic, it might be closing, and 60% to 70% of US girls of all incomes might quickly be having these discussions.


US Ladies Who Discuss Investing with Pals, Household, or Colleagues, by Revenue

Chart of Survey Results on US Women Who Talk about Investing with Friends, Family, or Colleagues, by Income
Supply: On-line survey of 1,057 US girls 18–75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you speak about investing with your pals, household, or colleagues?

Preserve Calm (and Don’t Discuss Cash)

The British are famend for his or her reticence round monetary issues, and pre-pandemic solely 24% of UK girls surveyed spoke about investing with their mates, household or colleagues. That compares to a 31% international common.

However there was a change since March 2020. Greater than 1 / 4 of UK girls are actually chatting about investing, and one other 7% plan to within the subsequent yr.

It’s attention-grabbing how uniform this behavior will likely be by the tip of this yr: Throughout the USA, United Kingdom, Sweden, and Denmark, 60% to 62% of girls focus on investing. Singapore is the plain outlier, with greater than three quarters of girls surveyed speaking about investing. However primarily based on Barbara’s interviews with girls in Singapore, that discovering isn’t surprising.


Ladies Who Discuss Investing with Pals, Household, or Colleagues, by Nation

Chart of Survey results on Women Who Talk about Investing with Friends, Family, or Colleagues, by Country
Supply: On-line survey of two,058 international girls 18–75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for
Sweden, n=250, and for Denmark n=250. Q. Do you speak about investing with your pals, household, or colleagues?

4. Do you work together with different feminine traders through an internet social neighborhood comparable to Fb, eToro, or others?

Not a shock.

Since youthful girls are more likely to make use of social media and on-line networks, it is sensible that they’d focus on investing on these platforms to a higher extent than their older friends. However the hole between youthful US girls and people over 60 is putting. Almost half of 60-plus US girls are on social media, they simply don’t speak about investing on them. Nor does it appear to be they’re about to begin: Solely 7% of non-investors over 60 say they plan to make use of these platforms to speak about investing within the subsequent yr.


Of US Ladies Buyers, Share Interacting through On-line Social Communities, by Age Group

Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you work together with different feminine traders through an internet social neighborhood comparable to Fb, eToro, or others?

Of US Ladies Who Don’t Make investments, Share Planning to Begin Interacting through On-line Social Communities, by family Revenue

Chart of survey results showing Of US Women Who Don’t Invest, Percentage Planning to Start Interacting via Online Social Communities, by Age Group
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you work together with different feminine traders through an internet social neighborhood comparable to Fb, eToro, or others?

Family Revenue: Two Elements at Work

These with decrease annual family incomes are prone to be youthful — and over-index on using social platforms — and so they additionally would possibly entry these communities for pricing causes. Paying for full-service brokers or analysis might make sense when your family revenue is six figures or above, however free or low-cost on-line recommendation appears to be like rather more compelling to these within the decrease revenue brackets.


Of US Ladies Buyers, Share Interacting through On-line Social Communities, by Family Revenue

Chart of survey results on Of US Women Investors, Percentage Interacting via Online Social Communities, by Household Income
Supply: On-line survey of 1,057 US girls aged 18-75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you work together with different feminine traders through an internet social neighborhood comparable to Fb, eToro, or others?

Of US Ladies Who Don’t Make investments, Share Planning to Begin Interacting through On-line Social Communities, by Family Revenue

Chart of Survey on Of US Women Who Don’t Invest, Percentage Planning to Start Interacting via Online Social Communities, by Household Income
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you work together with different feminine traders through an internet social neighborhood comparable to Fb, eToro, or others?

Nordic girls are leaders.

Barbara knew primarily based on years of analysis on investing’s on-line social communities that these networks have been extra well-liked in Europe and the Nordics specifically. That about 90% of girls who spend money on Sweden and Denmark are utilizing social communities to share concepts, do their analysis, and even compete towards different traders was no shock to her. Though the USA is trailing on this, practically half of US girls already entry these networks. In Singapore, in the meantime, virtually one in three girls who don’t make investments plan to work together with these investing communities within the yr forward.


Of Ladies Buyers, Share Planning to Begin Interacting through On-line Social Communities, by Nation

Chart of survey results on  Of Women Investors, Percentage Planning to Start Interacting via Online Social Communities, by Country
Supply: On-line survey of two,058 international girls aged 18–75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark, n=250. Q. Do you work together with different feminine traders through an internet social neighborhood comparable to Fb, eToro, or others?

Of Ladies Who Don’t Make investments, Share Planning to Begin Interacting through On-line Social Communities, by Nation

Chart of survey results on  Of Women Who Don’t Invest, Percentage Planning to Start Interacting via Online Social Communities, by Country
Supply: On-line survey of two,058 international girls 18-75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for
Sweden, n=250, and for Denmark, n=250. Q. Do you work together with different feminine traders through an internet social neighborhood comparable to Fb, eToro, or others?

5.Do you spend money on any blockchain-enabled belongings, comparable to bitcoin, different cryptocurrencies, or NFTs?

On the subject of crypto, you’re by no means too previous for FOMO

Almost half of US girls aged 19 to 29 both spend money on blockchain-enabled belongings or plan to throughout the yr. The pandemic was a giant accelerant: Investing on this class amongst all age teams has picked up since March 2020.

There are two methods of trying on the over-60 cohort and crypto: As an age group, over 60s are a lot much less prone to spend money on bitcoin and the like. Then again, they’re emphatically not at zero on the subject of this asset class. Virtually one in 10 US girls over 60 already spend money on it and one other 5% are planning to. Additionally, since solely 39% of girls on this cohort say they spend money on any non-real property asset class and 9% are investing in blockchain belongings, meaning a few quarter of girls traders over 60 maintain some crypto.


US Ladies Investing in Blockchain-Enabled Belongings, by Age Group

Chart showing survey results of US Women Investing in Blockchain-Enabled Assets, by Age

You don’t should be wealthy to spend money on blockchain-enabled belongings.

As a result of youthful girls are likely to have decrease incomes, the excessive proportion of lower-income girls who’re investing in crypto belongings could also be an age impact. On the entire, a really constant 23% to 24% of these with incomes over $25K already spend money on these merchandise, with 19% in every revenue bracket saying they began investing or are investing extra because the starting of the pandemic.

Solely 6% of girls with family incomes over $100,000 plan on investing in digital belongings over the following yr — that’s half the speed of all different revenue brackets. Is that as a result of crypto and NFTs are seen by some as extra like “get-rich-quick” schemes and lottery tickets than precise investments?


US Ladies Investing in Blockchain-Enabled Belongings, by Revenue

Charting of survey results on US Women Investing in Blockchain-Enabled Assets, by Income
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you spend money on any blockchain-enabled belongings, comparable to bitcoin, different cryptocurrencies, or NFTs?

The Blockchain Solar rises within the East . . . Southeast Asia, that’s.

Greater than half of the Singaporean girls surveyed both already spend money on blockchain-enabled belongings or plan to throughout the yr. That’s properly forward of girls in all the opposite nations. The US and the UK path Singapore and the Nordics on this regard, and solely 11% of US and 6% of Danish girls plan to begin investing in these belongings. That is each stunning and far decrease than within the different nations surveyed.

One other attention-grabbing information level: When precise investing and intent to spend money on these merchandise are mixed, Sweden and Denmark are tied. The Danish have been faster to spend money on blockchain belongings — 18% of respondents have been already invested previous to March 2020 — however the Swedes look poised to catch up, with 14% planning to speculate inside a yr.


Ladies Investing in Blockchain-Enabled Belongings, by Nation

Chart showing survey results of Women Investing in Blockchain-Enabled Assets, by Country
Supply: On-line survey of two,058 international girls aged 18–75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you spend money on any blockchain-enabled belongings, comparable to Bitcoin, different cryptocurrencies, or NFTs?

6. Do you spend money on sustainable or numerous belongings, comparable to ESG, socially accountable investing (SRI), gender equality funds, or others?

Younger girls are main the ESG investing cost.

Greater than 4 in 10 US girls aged 18 to 29 both spend money on ESG-type belongings or plan to throughout the subsequent yr. That’s virtually triple the proportion amongst these over 60. As soon as once more, the pandemic modified loads for this younger age group: Of the 26% of respondents on this class who spend money on ESG, properly over half of them began after March 2020.

The exercise and intent round sustainability and variety in investing is clearly influenced by age: The propensity to speculate or intent to speculate drop for older teams. Frankly, it’s a bit of surprising that solely 10% of US girls over 60 are investing in any ESG-type belongings. Maybe youthful girls ought to be educating their moms and grandmothers?


US Ladies Investing in ESG Belongings, by Age Group

Chart showing survey results of US Women Investing in ESG Assets, by Age Group
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you spend money on sustainable or numerous belongings, comparable to ESG, SRI, gender equality funds, or others?

Cash doesn’t matter a lot on the subject of ESG investing.

There’s little clear revenue impact on this habits, besides across the intention to speculate: The 2 decrease revenue brackets — and possibly youthful respondents, on common — are roughly twice as prone to say they plan to begin within the subsequent yr. So far as who is definitely investing in ESG, no group departs meaningfully, both increased or decrease, from the US nationwide common of 16%.


US Ladies Investing in ESG Belongings, by Family Revenue

Chart showing US Women Investing in ESG Assets, by Household Income
Supply: On-line survey of 1,057 US girls aged 18–75 performed 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you spend money on sustainable or numerous belongings, comparable to ESG, SRI, gender equality funds, or others?

We’re all on the identical planet, aren’t we?

It’s a bit of laborious to inform that by the chart under. The Danes are most dedicated to ESG-type investing: A whopping 31% of Danish girls say they’re at present investing this manner, in comparison with the 19% international common. However that’s not all that jumps out: As with blockchain-enabled belongings, US and UK girls are lagging the development. The pandemic might have helped transfer the needle on this, with 13% to 21% of respondents both beginning to make investments or investing extra in ESG and ESG-related securities.

Lastly, the Singapore outcomes are attention-grabbing. In a research Barbara performed in 2018, a few of the international leaders from the area she interviewed stated that folks there weren’t all for ESG-style investing: “All we care about is earning profits!” they stated. We marvel if the 24% of Singaporean girls who intend to begin ESG investing implies that mode of pondering has modified. Or have they realized that ESG investing will be simply as worthwhile?


Ladies Investing in ESG Belongings, by Nation

Chart showing results of survey on Women Investing in ESG Assets, by Country
Supply: On-line survey of two,058 international girls aged 18–75 performed 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you spend money on sustainable or numerous belongings, comparable to ESG, SRI, gender equality funds, or others?

For extra on this subject, learn the complete report “Ladies and Finance: The 2022 Wealthy Pondering Quantitative Survey Findings” report by Barbara Stewart, CFA, and Duncan Stewart CFA.

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All posts are the opinion of the creator. As such, they shouldn’t be construed as funding recommendation, nor do the opinions expressed essentially replicate the views of CFA Institute or the creator’s employer.

Picture credit score: ©Getty Photographs / Prasit photograph


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Barbara Stewart, CFA

Barbara Stewart, CFA, is a researcher and creator on the difficulty of girls and finance. She is going to launch the twelfth annual installment of her “Wealthy Pondering” sequence of monographs on Worldwide Ladies’s Day, 8 March 2022. Stewart makes use of her proprietary analysis abilities to work as an Government Interviewer on a mission foundation for international monetary establishments in search of to realize a deeper understanding of their key stakeholders, each men and women. She is a frequent interview visitor on TV, radio, and print, , and he or she is a columnist for Canadian Cash Saver and Golden Woman Finance. Stewart is on the Advisory Board for Kensington Capital Companions Restricted in Toronto. All of Stewart’s analysis is obtainable on Barbara Stewart.

Duncan Stewart, CFA

Duncan Stewart, CFA, was an energetic portfolio supervisor from 1993 to 2005, and is now director of expertise, media, and telecommunications analysis for Deloitte Canada. In that function he has researched millennial attitudes to monetary providers and the gender hole for girls in IT.

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