Canadian portfolio manager and researcher on women and money Barbara
Stewart releases original research about women learning to invest
TORONTO, March 8, 2014 /CNW/ - New research has found that women learn
to invest in order to gain control over their lives, and they invest in
what they personally believe in. According to a new white paper, part
of the Rich Thinking series of global studies, Getting Started: advice, ideas and stories from smart women on
learning to invest, by CFA® charterholder Barbara Stewart, women are very good at learning how
to invest, but it is often outside traditional equity markets.
These findings, released today to coincide with International Women's
Day, are the result of in-depth interviews that were conducted
throughout 2013 with 50 diverse and accomplished women living around
the world—from Toronto to Tel Aviv, from Singapore to Stockholm, and
from Paris to Istanbul. The study builds on Ms. Stewart's previous
white papers of 2011, 2012 and 2013.
"The most important finding of this year's Rich Thinking study was that when women think about investing, they refuse to
restrict that to equity markets only," says Barbara Stewart, Portfolio
Manager at Cumberland Private Wealth Management Inc. "They are looking
to take control and become financially independent, but they prefer to
invest in what they understand and are passionate about."
"Getting more women to invest in equity markets is a sound goal for
policymakers, educators, and financial institutions. But that isn't
about putting pink covers on mutual fund reports: this year's white
paper looks at the deeper ways in which women can be encouraged to get
started investing. The alternative is not an option: doing nothing with
their money is the highest risk behaviour of all."
For a copy of the full white paper, please go to www.barbarastewart.ca.
Throughout 2013, Barbara Stewart conducted 50 in-depth interviews with
women around the world. Interviewees varied by age, cultural background
and geographic location, although all were relatively successful in
their lives, careers, or both.
About Barbara Stewart
Barbara Stewart is a CFA® charterholder specializing in Financial
Counseling and Portfolio Management. She has extensive experience in
global capital markets and has been advising high net worth individuals
and families for 18 years. Barbara is a shareholder of Cumberland
Partners Limited - the parent company of Cumberland Private Wealth
Management Inc. in Toronto, Canada. She writes a bi-weekly column and
is frequently quoted in the media on the topic of women and finance.
She speaks internationally (most recently to 3,000 investors in
Stockholm) and she creates educational events on the topic she is
passionate about - financial literacy. To find out more about Barbara's
research or her work as a portfolio manager, visit www.barbarastewart.ca.
SOURCE: Barbara Stewart
For further information:
Barbara Stewart, Portfolio Manager
Cumberland Private Wealth Management
416-413-4216 or firstname.lastname@example.org