Practical analysis for investment professionals

women


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.

Women’s Work: Getting Ahead Despite Glass Ceilings, Glass Cliffs, and Leaky Pipelines

Women make up more than half of the professional and technical workforce in the United States, and yet the gender gap in business and investment management persists. What's important is to raise awareness around the issue of gender bias and work and to encourage organizations to foster professional development among women. The way forward and towards change is having the conversation in the first place.

Women and Wealth: Why Financial Advisers Need to Work (Much) Harder to Close the Gender Gap

Women in the United States alone control $8 trillion in investable assets and are expected to control $22 trillion by 2020, according to TD Ameritrade Institutional. Yet they remain underserved and oftentimes ignored by financial advisers.



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