Archives

How Fintechs Can Capture the Female Economy

How Fintechs Can Capture the Female Economy
How Fintechs Can Capture the Female Economy
This report  quantifies the opportunity cost of not taking a gender-intelligent approach and lays out a map that fintechs can use to improve conversion rates of women through each stage of the funnel, equipping fintechs and their investors to take the...
2021 | 5.89 MB | , , , , ,

Case Study: the UK’s Investing in Women Code

Case Study: the UK
Case Study: the UK's Investing in Women Code
In 2019, the UK government and private sector leads created a voluntary pledge that commits FSPs to provide data on financing for WSMEs. The Code has been signed by more than 100 banks and investors across the UK. This case study codifies the process...
2021 | 4.88 MB | , , , , , ,

Women in VC: The Untapped Potential of Women-led Funds

Women in VC: The Untapped Potential of Women-led Funds
Women in VC: The Untapped Potential of Women-led Funds
Women in VC: The Untapped Potential of Women-led Funds This report explores the nuances of female partners and women-led funds—the reality, the opportunities available to us, and the actions we need to take in order to move the conversation forward....
2020 | 1.79 MB | ,
Gender Lens Investing BID Invest

Gender Lens Investing: How Finance Can Accelerate Gender Equality in Latin America and the Caribbean

Gender Lens Investing: How Finance Can Accelerate Gender Equality in Latin America and the Caribbean
Gender Lens Investing: How Finance Can Accelerate Gender Equality in Latin America and the Caribbean
Gender Lens Investing: How Finance Can Accelerate Gender Equality in Latin America and the Caribbean Gender lens investing has grown exponentially as a way to increase financial returns and gender equality. What can Latin America and the Caribbean learn...
2019 | 4.01 MB | ,
Veris Gender Lens Investing Bending the Arc of Finance for Women and Girls

Gender Lens Investing: Bending the Arc of Finance for Women and Girls

Gender Lens Investing: Bending the Arc of Finance for Women and Girls
Gender Lens Investing: Bending the Arc of Finance for Women and Girls
Gender Lens Investing: Bending the Arc of Finance for Women and Girls This report is Veris Wealth Partners' fifth survey of GLI products that are both publicly available (stocks, bonds and certificates of deposit) and explicitly support gender balance...
2018 | 5.50 MB | ,
Gender Lens Investing

The State of the Field of Gender Lens Investing

The State of the Field of Gender Lens Investing
The State of the Field of Gender Lens Investing
The State of the Field of Gender Lens Investing This Criterion Institute report tells the history of the field of gender lens investing over the last five years and outlines a roadmap to the future, defining the critical areas of focus for resources...
2015 | 3.17 MB | ,

Women Investors: A Critical and Growing Factor for Success in the Wealth Management Industry

Women Investors: A Critical and Growing Factor for Success in the Wealth Management Industry
Women Investors: A Critical and Growing Factor for Success in the Wealth Management Industry
Women Investors: A Critical and Growing Factor for Success in the Wealth Management Industry The shifting landscape of the wealth management sector has moved industry participants to refocus business strategies. Simultaneously, women have emerged as interested,...
2015 | 1.80 MB | ,

Leveling the Playing Field — Upgrading the Wealth Management Experience for Women

Leveling the Playing Field — Upgrading the Wealth Management Experience for Women
Leveling the Playing Field — Upgrading the Wealth Management Experience for Women
Leveling the Playing Field — Upgrading the Wealth Management Experience for Women This BCG report looks at how wealth managers can develop better relationships with their women clients by fine-tuning, rather than reinventing, their approach to serving...
2010 | 471.11 KB | ,

Strategies for Attracting and Retaining Female Clients

Strategies for Attracting and Retaining Female Clients
Strategies for Attracting and Retaining Female Clients
Strategies for Attracting and Retaining Female Clients Women are assuming more powerful roles in personal and family investing and decision making. This report from LPL Financial looks at how to best empower financial advisors to grow their business among...
2014 | 558.98 KB | ,