The Intentional Advisor’s Post

Inspired by our collaboration with AlTi Tiedemann Global last month, see our CEO, Lisa van Eck, note the importance of women investors, managers and founders to unlock untapped investment opportunities and game-changing innovation! #WomenFounders #InclusiveInvesting #genderlensinvesting #womeninnovators #womensupportingwomen #valuebasedinvesting #womenfunding #fundinggap #womensfunding #fundmanagers #womenfundmanagers

August is Investing Month, and we're focusing on empowering women with key strategies for their investing journeys. Each week, we'll share a tip to simplify the investment process and enhance your financial decision-making skills. #SarahCarlson #InvestingMonth #FulcrumFinancialGroup #WomenInvestors

For so long women have been the underdogs in investing, with historical underrepresentation in finance, asset management, venture capital, and wealth management. But women are starting to tap into their financial superpowers; 60% are actively investing in the stock market, and many are investing in women-owned businesses, a community in critical need of capital, as just 3.5% of equity investment for the first half of 2023 went to female-led businesses. Tune in from the #EqualityLounge at #WEF24 as we explore what happens when women invest in women, and the positive impact women have on the financial landscape. • Amber Coleman-Mortley, Sr. Director, Community and Culture, The Female Quotient • Emma Wheeler, Executive Director, Head, Women’s Wealth, UBS • Romina Gingasu, Founder, Red Women Foundation • Tsolmon Finch, Founder, Finch Advisory • Ajaita S., Founder and CEO, Frontier Markets

Women's Wednesday | Empowering Women Investors! Join Pavitra Parekh of Mirae Asset Investment Managers in conversation with ET NOW's Kavita Thapliyal, as they discuss tailored investment options to help women start their financial journey. 📅 December 4 | 🕛 11:45 AM #WomensWednesday #FinancialFreedom #InvestSmart

In a groundbreaking shift that redefines power dynamics, women investors are not merely joining the fray; they're leading it, setting new standards and rewriting the rules of financial success. Experience the revolution where foresight meets empowerment, and join us in signalling a future where finance is fearlessly feminine. #LeadHERship #WealthWithoutBoundaries #EmpowHERment Tap Invest

Although there have been great strides when it comes to women in the investing space, there are still many challenges that are prevalent. Rounding powered by card-linking is a tool that can reduce the barriers for women in their investment journey and help them allocate more funds to their investment accounts. #FinanicalWellness #WomenInvesting #FinancialEmpowerment

Join us at the Women in Real Estate Forum, as part of the Women in Private Markets Summit on 4-5 December to dive into crucial topics shaping the infrastructure investment landscape in Europe and across the globe. This year’s Summit offers deeper dives into asset-class specific themes, ensuring you gain valuable insights tailored to you. Don't miss out on this opportunity to engage with industry leaders and discover cutting-edge strategies. Download the agenda for a sneak peek into what's in store⬇️ https://okt.to/FQw2PG #WomenInPrivateMarkets #WomenInAlternatives #WomenInRealEstate #WomenInRE #RealEstateInvesting

Katty Kay raised a great point! Typical definition of power is: Power over something… this is how most men view power. More power for you means less power for me. Women, however, think of power as “Power To” such as power to get things done, impact we can have… women don’t think that more power for you means less power for me. Power Over Something or… Power To Something Great insight to think about! Have you seen the resources on #TheIntentionalAdvisor” website? If not, head over there now: https://buff.ly/3LFfcQm #AdviceBasedPlanning #IntentionalInsiderBlog #PurposeDrivenPractice #ThePowerCode #KattyKay #AssetMark #DefiningPower

If you're ready to challenge the status quo in venture capital, "The New Table" initiative by How Women Lead is your opportunity. This movement is about getting 10,000 women to commit to investing in venture capital, changing the landscape of leadership in corporate America. By joining, you’ll gain access to tools like interactive calculators to explore investment options and the Values-Based Investing Tool, which connects you with women-led VC firms that share your values. Pretty cool, huh???? 😎 It’s not JUST about investing; it’s about making a statement. ✊ ✊✊ Together, we can drive the change we want to see. Take the pledge and be part of something bigger. Learn more below. #TheNewTable #HowWomenLead #VentureCapital #WomenInvesting #investinwomen #womenforwomen #equity #womeninleadership // Susan Greenwood Schroeder // How Women Invest

"A diverse team leads to greater idea generation and encourages challenges and critical thinking in discussions." Our Fund Analyst, Sophie Chauveau, CAIA, shares her vision on the role that women play in the asset management industry in the article "Women's role in fund selection" 👉 Read the full article on RankiaPro here: https://lnkd.in/dMZke3S4