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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
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
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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Ariel C.
Nov 6, 2024
The Future of Lending
Modern data and behavioural analytics are redefining risk assessment and client management. At its core lending is about trust. Traditionally, lenders have relied on a limited set of data to assess who is and is not creditworthy. This limited data means millions of potential customers have been excluded from access to fair credit.
However, as the world becomes increasingly digital, so do both the challenges and opportunities for lenders. Modern data sources are revolutionising the way lenders assess creditworthiness, prevent fraud, and build lasting client relationships. Two companies forging new approaches to lending are Begini (https://www.begini.co/) and Behavioural Financial Consulting (https://behaviouralfi.com).
These companies take a modern approach to lending, offering data-driven insights and innovative technologies to pave the way for smarter, more personalised lending experiences.
Read the full article here: https://behaviouralfi.com/the-future-of-lending/
Modern data and behavioural analytics are redefining risk assessment and client management. At its core lending is about trust. Traditionally, lenders have relied on a limited set of data to assess who is and is not creditworthy. This limited data means millions of potential customers have been excluded from access to fair credit.
However, as the world becomes increasingly digital, so do both the challenges and opportunities for lenders. Modern data sources are revolutionising the way lenders assess creditworthiness, prevent fraud, and build lasting client relationships. Two companies forging new approaches to lending are Begini (https://www.begini.co/) and Behavioural Financial Consulting (https://behaviouralfi.com).
These companies take a modern approach to lending, offering data-driven insights and innovative technologies to pave the way for smarter, more personalised lending experiences.
Read the full article here: https://behaviouralfi.com/the-future-of-lending/