Women: Investing With a Purpose

BNY Mellon's Pershing

03/04/2015

American women represent an economic powerhouse. They control two-thirds of household spending—and 70% of intergenerational wealth transfer over the next 40 years. But how well are they being served by advisors?

Women: Investing With A Purpose reveals a wide gap between what female clients need from advisors—and what they're actually getting. It portrays a demographic too large, diverse and important ever to be called a niche, yet frequently sharing a serious disconnect between future needs and current investment strategies. The report addresses such issues as:

  • Why women on average may be poorly prepared for retirement—and how to get them back on track
  • Breaking the "conservative lock" on women's risk tolerance
  • A new goal-based approach for understanding and engaging women clients
  • Avoiding the one issue most likely to cause a woman to walk away from her advisor
  • Practical steps advisors can take right now

BNY Mellon's Pershing

BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. 

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