Practical analysis for investment professionals

Women in Investment Management


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.

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.

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?

Viewing Technology Stocks through a Gender Lens

How are the FANGMAN and other tech stocks performing from a gender lens perspective?

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.

The COVID Catapult: Four Trends Upending the Status Quo for Women

The burdens of COVID-19 have fallen disproportionately on women. But the pandemic's impact has not been entirely negative.

Women and Trading: Currencies, Commodities, and Crypto

More and more women are thriving as traders. Barbara Stewart, CFA, talks to three of them.

She’s the Boss of Her Money: Four Trends in Women’s Online Investing

Four fintech innovations are providing forums for women to get started as investors.



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