By: Barbara Stewart

Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She released the 12th installment of her “Rich Thinking” series of monographs on International Women’s Day, 8 March 2022. Stewart uses her proprietary research skills to work as an Executive Interviewer on a project basis for global financial institutions.

5 Myths about Women and Investing

City Talk

I recently participated in a lively podcast with two fellow women in investing, Jane Barratt, who is chief advocacy officer of the fintech MX, and Meredith Jones, author of ‘Women of The Street: Why Female Money Managers Generate Higher Returns’. Our conversation, hosted by alternative investment platform YieldStreet, explored some of the misconceptions about women and investing. These are abridged [...]
The future is female: COVID-19 fuels a surge in women entrepreneurs

City Talk

Amid all the tragedies of the pandemic, there has been one positive side effect: a global reset. A “pandemic pause” is giving the world the opportunity to reflect and recalibrate on such causes as diversity and the environment. We saw clear skies during lockdowns, and are asking how to make those permanent. #BLM is everywhere. [...]
Four fintech forums growing in importance to women investors

City Talk

Based on my 10 years of research, I know that financial independence – being able to pay one’s way without having to work or rely on others – is a critical theme for women. In my recent global survey, when women were asked the most important reason why they invest, the second most popular answer [...]

Five Tips for Business Success from Five International Women in Finance

March 9, 2020

What advice do the top women in finance have for those trying to make their way in the sector? Last year, I interviewed 50 accomplished women from around the world for my 2020 research paper “Top Tips for Business Success,” released on International Women’s Day, 8 March 2020. As it turns out, five of the [...]
What motivates women to invest? Our survey results are in

January 21, 2020

What motivates women to invest? This was the question at the heart of a survey of more than 200 women across 24 countries undertaken to explore what shapes women’s attitudes to personal investment. I have been researching women and finance for a decade, and set out to bust several myths: that women didn’t invest because [...]
Women and Wealth: Three findings and their risks

December 3, 2019

In a decade of researching women and finance, I have interviewed more than 800 highly accomplished women globally from diverse ages, backgrounds and industries. My three main findings relate to women’s preferred communication style for investing, the types of investments that appeal to most women, and attitudes to risk-taking. So, what are these three findings, [...]
Machine learning could change the game for female investors in 2018

January 10, 2018

Many companies already know that women are becoming more prominent as wealth holders, are directing more wealth investing than before, and are often their largest consumers. However, while women are the target customers, they are still underserved by financial advisers. Most financial services firms have optimised themselves to communicate with and serve male as opposed [...]
What is social selling and how can you use it to build your client relationships?

November 27, 2017

“I don’t connect with clients on social media.” That’s the response many investment advisers give when I ask what they're doing around social. It can feel uncomfortable to risk messing up and getting it wrong, and finance is an industry where compliance rules abound. Yet my advice is to focus on what can go right [...]

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