Girls and Investing: Six Questions Answered


The next is tailored from the “Girls and Finance: The 2022 Wealthy Considering Quantitative Survey Findings” report by Barbara Stewart, CFA, and Duncan Stewart CFA.


Given all of the adjustments in investing conduct I used to be seeing as I carried out my interviews over the previous couple of years, I needed to ask six questions and measure how ladies’s conduct was altering for the reason that COVID-19 pandemic went international in March 2020.

  1. What number of ladies have been investing in belongings other than their very own properties?
  2. What number of have been investing utilizing on-line platforms?
  3. What number of have been speaking to their buddies, household, or colleagues about investing?
  4. What number of have been interacting with different ladies traders on-line via social communities?
  5. What number of have been investing in blockchain-enabled belongings, reminiscent of bitcoin or non-fungible tokens (NFTs)?
  6. What number of have been investing in environmental, social, and governance (ESG) or sustainable and numerous belongings?
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I occur to be married to a worldwide skilled on the design, evaluation, and interpretation of shopper surveys. Duncan Stewart, CFA, often does this type of work on tech-, media-, and telecom-related matters for his employer, however he’s additionally deeply within the matter of ladies and investing, and I’m thrilled to have him as coauthor.

We surveyed greater than 2,000 ladies aged 18 to 75 on-line between 10 and 12 November 2021 in 5 nations: 1,057 in the US — a big sufficient pattern to do statistically vital evaluation by age cohorts and earnings brackets — and 250 every in the UK, Singapore, Sweden, and Denmark.


Six Stunning Findings

  • 64% of 18-to-29-year-old US ladies already make investments or plan to inside the yr.
  • 90% of US ladies traders aged 18 to 59 use on-line platforms in comparison with solely 40% of US ladies traders over 60.
  • Globally, 24% of ladies began speaking with buddies, household, or colleagues about investing for the reason that begin of the pandemic.
  • About 90% of Swedish and Danish ladies traders work together with different ladies about investing in on-line social communities. That’s double the speed of US ladies.
  • 9% of US ladies over 60 already put money into blockchain-enabled belongings, reminiscent of bitcoin, and one other 5% plan to start out within the subsequent yr.
  • Younger US ladies aged 18 to 29 are nearly 3 times extra prone to make investments or plan to put money into environmental, social, and governance (ESG) belongings than US ladies over 60.

Tile for T-Shape Teams report

1. Do you put money into any asset lessons apart from your personal residence: shares, bonds, mutual funds, ETFs, various belongings reminiscent of cryptocurrencies, and so forth?

The children are alright.

A tremendous 64% of US ladies aged 18 to 29 both make investments already or plan to take a position inside the yr. That’s a better share than every other age group, and even after we take a look at solely these really investing, greater than 4 in 10 US ladies aged 18 to 44 are investing for his or her futures. It is a current improvement for the youngest cohort: Greater than half of present traders began solely after March 2020, simply 20 months previous to this survey. In fact, greater than a 3rd of these over age 60 have been investing previous to the pandemic.

Given the expansion charges we’re seeing round actions and intentions, the clichés about younger ladies and investing have been shattered.


US Girls Investing in Any Non-Dwelling-Possession Belongings, by Age Group

Chart showing survey results for US Women Investing in Any Non-Home-Ownership Assets, by Age Group
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you put money into any asset lessons apart from your personal residence: shares, bonds, mutual funds, ETFs, various belongings reminiscent of cryptocurrencies, and so forth?

Cash issues.

Larger-income US ladies usually tend to make investments and extra prone to make investments extra since March 2020. The place it will get actually fascinating is round lower-income US ladies: The median US family earnings is $79,900 and one in 5 ladies with family incomes under $25,000 began investing for the reason that starting of the pandemic, over 30% are at present investing, and one other 18% intend to start out inside 12 months. This feels new and completely different.

One last commentary: One in seven US ladies within the highest earnings bracket additionally plan on simply “getting began” in investing. Since over half have been already investing, doesn’t this counsel the sky’s the restrict?


US Girls Investing in Any Non-Dwelling-Possession Belongings, by Family Earnings

Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you put money into any asset lessons apart from your personal residence: shares, bonds, mutual funds, ETFs, various belongings reminiscent of cryptocurrencies, and so forth?

One among this stuff will not be just like the others.

Singaporean ladies are reinforcing their nation’s money-savvy repute: Over half are already investing and one other quarter are getting ready to dive in over the subsequent yr. Nonetheless, it is a comparatively new improvement: 1 / 4 of Singaporean ladies began to take a position after March 2020.

The UK jumps out on the different finish of the spectrum: Though 20% of respondents intend to start out investing, fewer than a 3rd had taken the plunge as of November 2021. That’s properly under the worldwide common of 41%. Furthermore, solely 14% have been investing pre-pandemic. Within the Nordics, Swedish and Danish ladies confirmed pretty related investing habits.


Girls Investing in Any Non-Dwelling-Possession Belongings, by Nation

Chart showing survey results for Women Investing in Any Non-Home-Ownership Assets, by Country
Supply: On-line survey of two,058 international ladies aged 18–75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark, n=250. Q. Do you put money into any asset lessons apart from your personal residence: shares, bonds, mutual funds, ETFs, various belongings reminiscent of cryptocurrencies, and so forth?

2. Do you make investments utilizing an internet platform, reminiscent of Robinhood, E*TRADE, or others?

Thoughts the hole — the era hole.

There’s a demographic cliff on this matter: US ladies traders over 60 are lower than half as seemingly to make use of an internet platform as their youthful friends. Amongst 18-to-29-year-old US ladies traders, in the meantime, these platforms are ubiquitous.

Though ladies traders aged 30–60 are rather less prone to make investments utilizing on-line platforms than the youngest cohort, they’re nonetheless extremely seemingly, at 90% or extra. Remarkably, although nearly one in three 18-to-29-year-old US ladies don’t make investments, 60% intend to make the leap on an internet platform. The age hole in on-line platforms is extensive for senior ladies, with solely 11% of these over 60 expressing any curiosity. Given the tendencies, that hole seems like it would widen even additional. Nonetheless, the over-60 crowd could have bigger or extra complicated portfolios and should subsequently want conventional wealth administration advisers over digital alternate options.


Of US Girls Who Make investments, Proportion Utilizing an On-line Platform, by Age Group

Chart showing survey results on Of US Women Who Invest, Percentage Using an Online Platform, by Age Group
Supply: On-line survey of 1,057 US ladies 18–75 carried out 10 November 2021. For 18–29, n=123, for 30–44 n=415, for 45–60, n=276, for 60+, n=243. Q. Do you make investments utilizing an internet platform, reminiscent of Robinhood, E*TRADE, or others?

Of US Girls Who Don’t Make investments, Proportion Planning to Begin Utilizing an On-line Platform, by Age Group

Chart showing survey result  Of US Women Who Don't Invest, Percentage Planning to Use an Online Platform, by Age Group
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For 18–29, n=123, for 30–44 n=415, for 45–60, n=276, for 60+, n=243. Q. Do you make investments utilizing an internet platform, reminiscent of Robinhood, E*TRADE, or others?

Unpacking Time

The 2 following charts make for classy evaluation. Larger incomes typically correlate with older age teams that is probably not as expertise savvy and open to on-line platforms as their youthful friends. On the identical time, larger incomes additionally imply larger and extra difficult portfolios. So, are US ladies with family incomes over $50,000 much less seemingly to make use of on-line platforms as a result of they’re averse to expertise or are they extra inclined in the direction of conventional funding advisers due to the better dimension and complexity of their portfolios? 

The identical questions will be requested concerning the (comparatively) low intent amongst those that are usually not at present investing however plan to start out utilizing an internet investing platform within the subsequent 12 months.


Of US Girls Who Make investments, Proportion Utilizing an On-line Platform, by Family Earnings

Chart of Survey results showing Of US Women Who Invest, Percentage Using an Online Platform, by Household Income
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you make investments utilizing an internet platform, reminiscent of Robinhood, E*TRADE, or others?

Of US Girls Who Don’t Make investments, Proportion Planning to Begin Utilizing an On-line Platform, by Family Earnings

Chart showing survey results for Of US Women Who Don’t Invest, Percentage Planning to Start Using an Online Platform, by Household Income
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you make investments utilizing an internet platform, reminiscent of Robinhood, E*TRADE, or others?

It’s a Scandinavian Cut up.

Girls in Sweden and Denmark are likely to have pretty related habits round cash and investing — however not in the case of on-line platforms. The opposite nations surveyed are near the worldwide common of 80% in on-line platforms. However there’s a 22-percentage level hole between online-platform customers in Denmark and their Swedish counterparts. Additional work is required to clarify that gulf.

On the opposite aspect, of the 50% of Singaporean ladies who are usually not but investing, almost 40% say they intend to start out on a digital platform. The equal determine in Denmark is just 18%, which can replicate Danish ladies’s already-high engagement on these platforms.


Of Girls Who Make investments, Proportion Utilizing an On-line Platform, by Nation

Chart showing survey results Of Women Who Invest, Percentage Using an Online Platform, by Country
Supply: On-line survey of two,058 international ladies aged 18–75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you make investments utilizing an internet platform, reminiscent of Robinhood, E*TRADE, or others?

Of Girls Who Don’t Make investments, Proportion Planning to Begin Utilizing an On-line Platform, by Nation

Chart showing survey results of Of Women Who Don’t Invest, Percentage Planning to Start Using an Online Platform, by Country
Supply: On-line survey of two,058 international ladies aged 18–75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you make investments utilizing an internet platform, reminiscent of Robinhood, E*TRADE, or others?

3. Do you discuss investing with your folks, household, or colleagues?

A Pandemic Shift

Roughly 30% of US ladies in all age teams spoke about investing with buddies, household, or colleagues earlier than March 2020. However whereas 7% of ladies over 60 started conversations after that date, 3 times as many ladies aged 30 to 60 and nearly 5 occasions as many aged 18 to 29 did as properly.

Why was COVID-19 such an inflection level for all however the oldest age group? We expect the pandemic was extra disruptive for these below 60. Lockdowns and work- and study-from-home preparations all pushed youthful ladies to alter their habits greater than their older friends. Being at residence, being on-line, and maybe feeling a novel sense of isolation and lack of bodily neighborhood could have inspired these ladies to succeed in out extra about investing and doubtless different matters as properly.

Among the many youngest cohort, 22% plan on talking concerning the matter inside the yr. In the event that they do, 4 out of 5 younger US ladies will likely be chatting about investing by the top of 2022.


US Girls Who Speak about Investing with Associates, Household, or Colleagues, by Age Group

Chart of survey results on US Women Who Talk about Investing with Friends, Family, or Colleagues, by Age Group
Supply: On-line survey of 1,057 US ladies 18–75 carried out 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you discuss investing with your folks, household, or colleagues?

Cash issues once more.

Previous to March 2020, US ladies with larger family incomes have been extra prone to discuss investing than these from decrease earnings households. Almost half of ladies with incomes over $100,000 have been discussing investing, in comparison with solely 22% of these making lower than $25,000 yearly.

However that lowest earnings group could possibly be catching up. One in 4 are starting to have investing conversations. Since decrease incomes skew youthful, the identical age-related elements talked about above could also be driving this development. However, whereas the income-related investing “dialog hole” was fairly giant pre-pandemic, it might be closing, and 60% to 70% of US ladies of all incomes might quickly be having these discussions.


US Girls Who Speak about Investing with Associates, Household, or Colleagues, by Earnings

Chart of Survey Results on US Women Who Talk about Investing with Friends, Family, or Colleagues, by Income
Supply: On-line survey of 1,057 US ladies 18–75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you discuss investing with your folks, household, or colleagues?

Hold Calm (and Don’t Speak about Cash)

The British are famend for his or her reticence round monetary issues, and pre-pandemic solely 24% of UK ladies surveyed spoke about investing with their buddies, household or colleagues. That compares to a 31% international common.

However there was a change since March 2020. Greater than 1 / 4 of UK ladies are actually chatting about investing, and one other 7% plan to within the subsequent yr.

It’s fascinating how uniform this behavior will likely be by the top of this yr: Throughout the US, United Kingdom, Sweden, and Denmark, 60% to 62% of ladies talk about investing. Singapore is the plain outlier, with greater than three quarters of ladies surveyed speaking about investing. However based mostly on Barbara’s interviews with ladies in Singapore, that discovering isn’t surprising.


Girls Who Speak about Investing with Associates, Household, or Colleagues, by Nation

Chart of Survey results on Women Who Talk about Investing with Friends, Family, or Colleagues, by Country
Supply: On-line survey of two,058 international ladies 18–75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for
Sweden, n=250, and for Denmark n=250. Q. Do you discuss investing with your folks, household, or colleagues?

4. Do you work together with different feminine traders through an internet social neighborhood reminiscent of Fb, eToro, or others?

Not a shock.

Since youthful ladies are more likely to make use of social media and on-line networks, it is smart that they’d talk about investing on these platforms to a better extent than their older friends. However the hole between youthful US ladies and people over 60 is placing. Almost half of 60-plus US ladies are on social media, they only don’t discuss investing on them. Nor does it appear like they’re about to start out: Solely 7% of non-investors over 60 say they plan to make use of these platforms to speak about investing within the subsequent yr.


Of US Girls Traders, Proportion Interacting through On-line Social Communities, by Age Group

Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you work together with different feminine traders through an internet social neighborhood reminiscent of Fb, eToro, or others?

Of US Girls Who Don’t Make investments, Proportion Planning to Begin Interacting through On-line Social Communities, by family Earnings

Chart of survey results showing Of US Women Who Don’t Invest, Percentage Planning to Start Interacting via Online Social Communities, by Age Group
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you work together with different feminine traders through an internet social neighborhood reminiscent of Fb, eToro, or others?

Family Earnings: Two Elements at Work

These with decrease annual family incomes are prone to be youthful — and over-index on using social platforms — and so they additionally would possibly entry these communities for pricing causes. Paying for full-service brokers or analysis could make sense when your family earnings is six figures or above, however free or low-cost on-line recommendation seems rather more compelling to these within the decrease earnings brackets.


Of US Girls Traders, Proportion Interacting through On-line Social Communities, by Family Earnings

Chart of survey results on Of US Women Investors, Percentage Interacting via Online Social Communities, by Household Income
Supply: On-line survey of 1,057 US ladies aged 18-75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you work together with different feminine traders through an internet social neighborhood reminiscent of Fb, eToro, or others?

Of US Girls Who Don’t Make investments, Proportion Planning to Begin Interacting through On-line Social Communities, by Family Earnings

Chart of Survey on Of US Women Who Don’t Invest, Percentage Planning to Start Interacting via Online Social Communities, by Household Income
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you work together with different feminine traders through an internet social neighborhood reminiscent of Fb, eToro, or others?

Nordic ladies are leaders.

Barbara knew based mostly on years of analysis on investing’s on-line social communities that these networks have been extra widespread in Europe and the Nordics specifically. That about 90% of ladies who put money into Sweden and Denmark are utilizing social communities to share concepts, do their analysis, and even compete towards different traders was no shock to her. Though the US is trailing on this, almost half of US ladies already entry these networks. In Singapore, in the meantime, nearly one in three ladies who don’t make investments plan to work together with these investing communities within the yr forward.


Of Girls Traders, Proportion Planning to Begin Interacting through On-line Social Communities, by Nation

Chart of survey results on  Of Women Investors, Percentage Planning to Start Interacting via Online Social Communities, by Country
Supply: On-line survey of two,058 international ladies aged 18–75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark, n=250. Q. Do you work together with different feminine traders through an internet social neighborhood reminiscent of Fb, eToro, or others?

Of Girls Who Don’t Make investments, Proportion Planning to Begin Interacting through On-line Social Communities, by Nation

Chart of survey results on  Of Women Who Don’t Invest, Percentage Planning to Start Interacting via Online Social Communities, by Country
Supply: On-line survey of two,058 international ladies 18-75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for
Sweden, n=250, and for Denmark, n=250. Q. Do you work together with different feminine traders through an internet social neighborhood reminiscent of Fb, eToro, or others?

5.Do you put money into any blockchain-enabled belongings, reminiscent of bitcoin, different cryptocurrencies, or NFTs?

Relating to crypto, you’re by no means too outdated for FOMO

Almost half of US ladies aged 19 to 29 both put money into blockchain-enabled belongings or plan to inside the yr. The pandemic was a giant accelerant: Investing on this class amongst all age teams has picked up since March 2020.

There are two methods of trying on the over-60 cohort and crypto: As an age group, over 60s are a lot much less prone to put money into bitcoin and the like. Then again, they’re emphatically not at zero in the case of this asset class. Nearly one in 10 US ladies over 60 already put money into it and one other 5% are planning to. Additionally, since solely 39% of ladies on this cohort say they put money into any non-real property asset class and 9% are investing in blockchain belongings, meaning a few quarter of ladies traders over 60 maintain some crypto.


US Girls Investing in Blockchain-Enabled Belongings, by Age Group

Chart showing survey results of US Women Investing in Blockchain-Enabled Assets, by Age

You don’t should be wealthy to put money into blockchain-enabled belongings.

As a result of youthful ladies are likely to have decrease incomes, the excessive proportion of lower-income ladies who’re investing in crypto belongings could also be an age impact. On the entire, a really constant 23% to 24% of these with incomes over $25K already put money into these merchandise, with 19% in every earnings bracket saying they began investing or are investing extra for the reason that starting of the pandemic.

Solely 6% of ladies with family incomes over $100,000 plan on investing in digital belongings over the subsequent yr — that’s half the speed of all different earnings brackets. Is that as a result of crypto and NFTs are seen by some as extra like “get-rich-quick” schemes and lottery tickets than precise investments?


US Girls Investing in Blockchain-Enabled Belongings, by Earnings

Charting of survey results on US Women Investing in Blockchain-Enabled Assets, by Income
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you put money into any blockchain-enabled belongings, reminiscent of bitcoin, different cryptocurrencies, or NFTs?

The Blockchain Solar rises within the East . . . Southeast Asia, that’s.

Greater than half of the Singaporean ladies surveyed both already put money into blockchain-enabled belongings or plan to inside the yr. That’s properly forward of ladies in all the opposite nations. The US and the UK path Singapore and the Nordics on this regard, and solely 11% of US and 6% of Danish ladies plan to start out investing in these belongings. That is each shocking and far decrease than within the different nations surveyed.

One other fascinating information level: When precise investing and intent to put money into these merchandise are mixed, Sweden and Denmark are tied. The Danish have been faster to put money into blockchain belongings — 18% of respondents have been already invested previous to March 2020 — however the Swedes look poised to catch up, with 14% planning to take a position inside a yr.


Girls Investing in Blockchain-Enabled Belongings, by Nation

Chart showing survey results of Women Investing in Blockchain-Enabled Assets, by Country
Supply: On-line survey of two,058 international ladies aged 18–75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you put money into any blockchain-enabled belongings, reminiscent of Bitcoin, different cryptocurrencies, or NFTs?

6. Do you put money into sustainable or numerous belongings, reminiscent of ESG, socially accountable investing (SRI), gender equality funds, or others?

Younger ladies are main the ESG investing cost.

Greater than 4 in 10 US ladies aged 18 to 29 both put money into ESG-type belongings or plan to inside the subsequent yr. That’s nearly triple the share amongst these over 60. As soon as once more, the pandemic modified loads for this younger age group: Of the 26% of respondents on this class who put money into ESG, properly over half of them began after March 2020.

The exercise and intent round sustainability and variety in investing is clearly influenced by age: The propensity to take a position or intent to take a position drop for older teams. Frankly, it’s a little bit surprising that solely 10% of US ladies over 60 are investing in any ESG-type belongings. Maybe youthful ladies needs to be educating their moms and grandmothers?


US Girls Investing in ESG Belongings, by Age Group

Chart showing survey results of US Women Investing in ESG Assets, by Age Group
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For 18–29, n=123, for 30–44, n=415, for 45–60, n=276, for 60+, n=243. Q. Do you put money into sustainable or numerous belongings, reminiscent of ESG, SRI, gender equality funds, or others?

Cash doesn’t matter a lot in the case of ESG investing.

There’s little clear earnings impact on this conduct, besides across the intention to take a position: The 2 decrease earnings brackets — and doubtless youthful respondents, on common — are roughly twice as prone to say they plan to start out within the subsequent yr. So far as who is definitely investing in ESG, no group departs meaningfully, both larger or decrease, from the US nationwide common of 16%.


US Girls Investing in ESG Belongings, by Family Earnings

Chart showing US Women Investing in ESG Assets, by Household Income
Supply: On-line survey of 1,057 US ladies aged 18–75 carried out 10 November 2021. For $0–$24,999, n=242, for $25,000–$49,999, n=248, for $50,000–$99,999, n=291, for $100,000+, n=158. Q. Do you put money into sustainable or numerous belongings, reminiscent of ESG, SRI, gender equality funds, or others?

We’re all on the identical planet, aren’t we?

It’s a little bit arduous to inform that by the chart under. The Danes are most dedicated to ESG-type investing: A whopping 31% of Danish ladies say they’re at present investing this manner, in comparison with the 19% international common. However that’s not all that jumps out: As with blockchain-enabled belongings, US and UK ladies are lagging the development. The pandemic could have helped transfer the needle on this, with 13% to 21% of respondents both beginning to make investments or investing extra in ESG and ESG-related securities.

Lastly, the Singapore outcomes are fascinating. In a examine Barbara carried out in 2018, a number of the international leaders from the area she interviewed stated that individuals there weren’t enthusiastic about ESG-style investing: “All we care about is earning money!” they stated. We marvel if the 24% of Singaporean ladies who intend to start out ESG investing implies that mode of pondering has modified. Or have they realized that ESG investing will be simply as worthwhile?


Girls Investing in ESG Belongings, by Nation

Chart showing results of survey on Women Investing in ESG Assets, by Country
Supply: On-line survey of two,058 international ladies aged 18–75 carried out 10–12 November 2021. For US, n=1,057, for UK, n=250, for Singapore, n=251, for Sweden, n=250, and for Denmark n=250. Q. Do you put money into sustainable or numerous belongings, reminiscent of ESG, SRI, gender equality funds, or others?

For extra on this matter, learn the complete report “Girls and Finance: The 2022 Wealthy Considering Quantitative Survey Findings” report by Barbara Stewart, CFA, and Duncan Stewart CFA.

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All posts are the opinion of the creator. As such, they shouldn’t be construed as funding recommendation, nor do the opinions expressed essentially replicate the views of CFA Institute or the creator’s employer.

Picture credit score: ©Getty Pictures / Prasit photograph


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Barbara Stewart, CFA

Barbara Stewart, CFA, is a researcher and creator on the problem of ladies and finance. She’s going to launch the twelfth annual installment of her “Wealthy Considering” sequence of monographs on Worldwide Girls’s Day, 8 March 2022. Stewart makes use of her proprietary analysis expertise to work as an Govt Interviewer on a challenge foundation for international monetary establishments looking for to achieve a deeper understanding of their key stakeholders, each ladies and men. She is a frequent interview visitor on TV, radio, and print, , and she or he is a columnist for Canadian Cash Saver and Golden Lady Finance. Stewart is on the Advisory Board for Kensington Capital Companions Restricted in Toronto. All of Stewart’s analysis is offered on Barbara Stewart.

Duncan Stewart, CFA

Duncan Stewart, CFA, was an lively portfolio supervisor from 1993 to 2005, and is now director of expertise, media, and telecommunications analysis for Deloitte Canada. In that function he has researched millennial attitudes to monetary companies and the gender hole for ladies in IT.



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