Women: Investing With a Purpose

Women: Investing With a Purpose

March 2015

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American women represent an economic powerhouse. They control two-thirds of household spending — and 70% of intergenerational wealth transfer over the next 40 years. But how well are they being served by advisors?

Why Women Investors May Need a Different Approach to Reach Their Goals

American women represent an economic powerhouse. They control two-thirds of household spending—and 70% of intergenerational wealth transfer over the next 40 years. But how well are they being served by advisors?

...these findings suggest that an important factor is being overlooked by advisors working with women investors, and that is the purpose behind the reasons they invest.

Kim Dellarocca, Managing Director, Pershing

Women: Investing With A Purpose - Why Women Investors May Need a Different Approach to Reach Their Goals reveals a wide gap between what female clients need from advisors—and what they’re actually getting. It portrays a demographic too large, diverse and important ever to be called a niche, yet frequently sharing a serious disconnect between future needs and current investment strategies. The report addresses such issues as:

  • Why women on average may be poorly prepared for retirement—and how to get them back on track
  • Breaking the “conservative lock” on women's risk tolerance
  • A new goal-based approach for understanding and engaging women clients
  • Avoiding the one issue most likely to cause a woman to walk away from her advisor
  • Practical steps advisors can take right now


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