Harness the Power of the Purse: Winning Women Investors. Andrea Turner Moffitt

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      Advance Praise

      “I hope every male financial advisor reads this book because it prepares them for what’s about to come: a new period in finance where the different needs, approaches, and goals of women investors will change the face of investing itself.”

      —Joe Keefe, President and CEO, Pax World Management

      “Harness the Power of the Purse provides insightful guidance and a tactical roadmap for financial advisors and their managers offering a deeper understanding of how to meet the unique needs of women investors.”

      —Kathleen Lynch, COO, UBS Wealth Management Americas

      “Andrea Turner Moffitt’s book provides data-driven support for a simple yet profound idea: aligning investments and values matters. This book will inspire individual investors who believe in market-based opportunities to create positive societal impact, while providing financial services professionals with an understanding as to why their clients, especially women, are seeking opportunities to invest in this way. And we will all be better off for it.”

      —Bruce Usher, Former CEO of EcoSecurities and Director of the Tamer Center for Social Enterprise, Columbia Business School

      “Harness the Power of the Purse uncovers one of the most significant market growth opportunities for banks: women. I hope the financial industry pays close attention to the data and insights shared here so we can begin to see the game-changing impact women investors can have as economic powerhouses.”

      —Mary Ellen Iskenderian, President and CEO, Women’s World Banking

      This is a Genuine Vireo Book

      A Vireo Book | Rare Bird Books

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      Los Angeles, CA 90013

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      Copyright © 2015 by Andrea Turner Moffitt

      All rights reserved, including the right to reproduce this book or portions thereof in any form whatsoever, including but not limited to print, audio, and electronic. For more information, address:

      A Vireo Book | Rare Bird Books Subsidiary Rights Department,

      453 South Spring Street, Suite 302, Los Angeles, CA 90013.

      Set in Minion

      ePub ISBN: 978-1-942600-20-6

      Moffitt, Andrea Turner.

      Harness the power of the purse : winning women investors / Andrea Turner Moffitt ; foreword by Sylvia Ann Hewlett.

      p. cm.

      ISBN 978-1-940207-96-4

      Includes bibliographical references and index.

      1. Women—Finance, Personal. 2. Finance, Personal. 3. Investments. 4. Women—Economic conditions. 5. Financial security. 6. Portfolio management. 7. Wealth—Management. I. Hewlett, Sylvia Ann, 1946-. II. Title.

      HG4521 .M63 2015

      332.0240082—dc23

      For women investors around the world

      May this inspire us to amplify our voice, leverage our economic power, and be a catalyst for change

      Contents

       Foreword by Sylvia Ann Hewlett x

       Introduction My Story xv

       Part One: The Market

      1 The Purse 1

      2 Money Left on the Table 9

       Part Two: Understanding the Female Investor

      3 What Women Want 21

      4 What American Women Want 35

      5 What British Women Want 55

      6 What Asian Women Want (India, China, Hong Kong, and Singapore) 75

       Part Three: Closing the Gap

      7 Becoming Gender Smart: Embedding Acquired Diversity Inside and Out 101

      8 Winning Women’s Business: A Road Map for Advisors 115

      9 Winning Women’s Business: A Road Map for Wealth Management Firms 137

       Appendix 161

       Acknowledgments 179

       Endnotes 181

       Index 187

      Foreword

      In 2013, the Center for Talent Innovation made an extraordinary step forward: we quantified the effect of diversity on bottom-lines.

      We’d long understood, СКАЧАТЬ