Practical analysis for investment professionals

Barbara Stewart, CFA

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46 Posts

Biography

Barbara Stewart is a chartered financial analyst (CFA) with 30 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high net worth entrepreneurs, and during the past six years, as an interview-driven researcher for multiple global financial institutions. She is a keynote speaker for CFA societies, banks, stock exchanges, and industry conferences globally, and she is a columnist for CFA Institute, Canadian Family Offices, and Canadian Money Saver. She is on the Advisory Board for Kensington Capital Partners and also is the Ambassador for the Kensington Women’s Forum. Fourteen years ago, Stewart saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money. Today, she is recognized worldwide as one of the leading researchers in women and finance. Rich Thinking® global research papers quote smart women and men of all ages, professions, and countries, and are released annually on International Women’s Day, 8 March. To find out more about her research, visit Barbara Stewart.

Author's Posts
Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

Portfolio Confidential: Five Common Client Concerns

What are the five most common client concerns and how can we address them?

How Do Smart Clients Invest in Themselves? Know Their “Why”

“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”

Beyond Duration and Convexity: Eight Ways to Bond with Clients

Successful adviser-client relationships are built on more than just investment advice.

Women’s Wealth and Technology: Three Themes for the Future

How will technology influence women's wealth in the years ahead?

Women and Money Making: What’s Your Business Model?

In celebration of International Women’s Day 2022, Barbara Stewart, CFA, shares how women in various countries and cultures think about business models.

Women and Investing: Six Questions Answered

How have women changed their investing habits since the pandemic went global?

Female Advisers: Five Reasons Why They’re a Better Fit Than Ever

What are women investors asking their investment advisers as we emerge from the global pandemic?

Women and Investing: Five Myths

What are some of the major misconceptions about women and investing?

Five Investing Success Stories from Five International Women

In honor of International Women's Day 2021, Barbara Stewart, CFA, shares the stories of five women investors.



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