Enterprising Investor
Practical analysis for investment professionals

women


The Alternative Investment Gender Gap: Marketing to Female Clients

What are women's favorite alternative investments? What marketing strategies resonate with women, and which one's don't?

Women and Investing: Six Questions Answered

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

Women and Wealth: Three Findings and Their Risks

What are the major takeaways from a decade of researching women and finance?

Suddenly Single: How to Plan with Female Clients

We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.

Machine Learning: Changing the Game for Women in 2018

Female-focused machine learning, powered by new hardware and software, will be a key trend for 2018 and beyond, says Barbara Stewart, CFA.

Women and Millennials: What Do They Want?

Knowing our clients is the best way to retain them, especially when it comes to women and millennials, who together represent over 60% of the adult population, says Barbara Stewart, CFA.

The Perfect Storm: Women Need Finance and Finance Needs Women

Regardless of their age, profession, geographic area, or cultural background, smart women deal with money one way or another everyday, reports Barbara Stewart, CFA. Learn more about her latest research, “How Smart Women Are Managing Their Money in 2017.”

Women in Finance Need to Be Proactive

“Our industry lags most others in terms of attracting, retaining, and advancing women, and that’s a problem for all of us,” says the president and CEO of Charles Schwab Investment Management.

The High Cost of the Gender Imbalance in Finance (Online Forum)

As part of CFA Institute’s Future of Finance initiative, we are hosting an online discussion entitled, “The High Cost of the Gender Imbalance in Finance,” on Thursday, 9 April.

Diversification of a Different Kind

Gender-lens portfolios aim to align investment strategies with values.



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