Description
Women control more wealth than ever before, and that trend is set to continue: According to McKinsey & Co., women are expected to control $34.2 trillion, or 38% of projected US wealth by 2030. It’s time for the industry to adapt to this shift by considering the unique wants and needs of women investors.
At Impax, we believe that the transition to a more sustainable economy is closely linked to the transition to a more equitable society. This presentation helps the advisor audience understand the financial transitions women experience, how to deepen their relationship with – and better serve – their female clients, and ways of identifying sustainable investment solutions that may help meet both financial and personal goals.
Learning Objectives
Viewers of this presentation will learn:
-The societal and demographic shifts driving wealth into the hands of women in the US,
-How to identify the evolving investment and personal goals of women in financial transition, and
-Key sustainability themes that resonate with investors trying to make an impact with their portfolios.