Tag Archives: wealth management

Gender Lens Investing GBA

Gender Lens Investing

Gender Lens Investing

Gender Lens Investing: A Guide to Roles in the Ecosystem is a report for investors, philanthropists, or those helping to move capital, who want to apply a gender lens to portfolios. It explains the role of each actor in the ecosystem, considering where they sit in the gender lens investment landscape and what you need to know about them as someone who’s interested in moving more capital with a gender lens.

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, committed and knowledgeable investors. Women represent a meaningful investor segment, and capturing this segment is a massive opportunity for wealth management firms. However, to capture the segment, firms not only need to develop specific capabilities, but also the focus to meet the needs of the female investor. This report from Deloitte explores.