Female Folio’s Post

Apply for your complimentary investor pass. Limited places are available to join your peers at the Women in Private Markets Summit North America on May 15-16. With 100+ investors expected apply today to discover the latest investment opportunities in alternatives, across four key asset classes. https://okt.to/1x4UwN.. #WiPMNA #investorinsights #WomenInPrivateMarkets #privatemarkets

Sally Krawcheck, CEO of Ellevest, explains that women are more risk-aware than risk-averse.   Women tend to choose an age-based allocation that diversifies over asset classes rather than being fully invested in equities. A 2020 Harvard study led researchers to believe that whether women take on risk depends on the context.   By prioritizing diversification over trendy or unsustainable investments and pairing that with long-term planning, women definitely put themselves at an advantage. Read more about this myth in our book here: https://lnkd.in/gdeYDTWe #RewritingTheRules #WomenAndMoney

💡 "What Can Women Do to Align Their Investments with Their Values?" is a must-read by Tuti Scott. It’s time we prioritize investments that reflect our core values. As Tuti shares, women can drive impact by aligning their portfolios with purpose and making a difference through their financial decisions. Let’s rethink where our dollars go and ensure they support the change we want to see. 💪 Thanks to How Women Lead, How Women Invest, & the NasdaqFoundation! #WomenInvesting #ValuesDrivenLeadership #HowWomenLead // Julie Castro Abrams #FinancialEmpowerment #investinwomen #wealthmanagement

Sally Krawcheck, CEO of Ellevest, explains that women are more risk-aware than risk-averse. Women tend to choose an age-based allocation that diversifies over asset classes rather than being fully invested in equities. A 2020 Harvard study led researchers to believe that whether women take on risk depends on the context. By prioritizing diversification over trendy or unsustainable investments and pairing that with long-term planning, women definitely put themselves at an advantage. Read more about this myth in our book here: https://lnkd.in/g4KukRum #RewritingTheRules #WomenAndMoney Read by: Diane Bourdo

Women are leading the way in smart investing! Find out the four key traits that make female investors successful. #Investing #WomenInFinance Read more at: https://bit.ly/4cFfl2s

From every milestone achieved to the countless lives impacted, our women stand as architects of change. Today, and every day, let’s honor the strength, resilience, and grace of the incredible women who shape our world. Happy International Women’s Day. Invest wisely. Trading involves potential financial risks. #EcMarkets #InternationalWomensDay #WomenEmpowerment #Investwisely.

Powerful look at how Gen Z is reshaping investment trends, especially among women, from Brian Ponte at Ignites. Understanding these shifts is key to future asset growth. 🚀 #GenZ #InvestmentTrends #ETFs #AssetGrowth Learn more about how we’re pioneering digital marketing strategies to engage this next generation of investors. defianceanalytics.com https://lnkd.in/eJhmhutD

Sally Krawcheck, CEO of Ellevest, explains that women are more risk-aware than risk-averse. Women tend to choose an age-based allocation that diversifies over asset classes rather than being fully invested in equities. A 2020 Harvard study led researchers to believe that whether women take on risk depends on the context. By prioritizing diversification over trendy or unsustainable investments and pairing that with long-term planning, women definitely put themselves at an advantage. Read more about this myth in our book here: https://lnkd.in/g4KukRum #RewritingTheRules #WomenAndMoney Read by: Diane Bourdo

Understanding how HNW women feel about Wealth Management -- and how they'd like to manage their assets going forward is imperative. Does your financial services/wealth management firm have a clear view of how these perspectives differ from historical WM paradigms?

For over 25 years, Schmidt Market Research has been partnering with wealth management firms to deliver insights on its clients and the market, looking to understand the needs of High Net Worth individuals. We continue to provide thought leadership in this space. We recently conducted a study on High Net Worth women, looking to assess their needs for advice and guidance. Reach out to me if you'd like to hear more about this study. #schmidtmarketresearch #wealthmanagement