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Women Are Redefining the Future of Investment 🌍💡
By 2030, women will control nearly 45% of total assets under management in Western Europe—equivalent to €10 trillion 💵. Despite this significant shift, the financial industry has yet to fully adapt to meet the needs of female investors.
Women investors have distinct financial priorities:
🔹 Sustainability Focus: Women are 7% more likely to choose investments aligned with ESG values, reflecting their long-term, values-driven approach.
🔹 Risk Appetite: 51% of women identify as conservative investors, yet they consistently outperform men by 0.4% annually.
🔹 Confidence Gap: Only 64% of women who invest identify as investors, compared to 76% of men.
🔹 Asset Allocation: 71% of women now invest in the stock market—up from 60% in just two years.
🔹 Barriers to Engagement: Intimidation by financial jargon (63%), lack of role models, and limited spare funds (38%) often delay their investment journey.
🔹 Desire for Guidance: 68% of women would invest more with clearer, actionable advice, and 77% believe working with a financial adviser would boost their confidence.
🚀 Opportunities for Financial Advisers:
✅ Demystify investing with simple, jargon-free communication.
✅ Provide clear pathways and strategies for long-term wealth planning.
✅ Showcase relatable female role models to inspire confidence and participation.
✅ Develop flexible, affordable options to accommodate smaller, consistent contributions.
With women increasingly recognising the power of investing to build financial resilience, the advisory firms that adapt will not only drive inclusion but will also gain a dedicated, forward-thinking client base.
👉 How can your organisation better serve this dynamic segment? Let’s build an investment landscape that works for everyone.
Read more: https://behaviouralfi.com/women-are-changing-the-world-of-investment
Follow us on LinkedIn: https://www.linkedin.com/company/behavioural-finance-consulting
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4 comments
Viktoria S.
Dec 17, 2024 - 1:07PM
Nice one!
Zahra J.
Dec 16, 2024 - 3:12AM
very interesting. Will be happy to learn more as I have been working with global insurance entities....
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