Canadian portfolio manager Barbara Stewart releases ground-breaking
research into how women are pursuing their passions and investing for
TORONTO, March 8, 2013 /CNW/ - New research has found that women are
allocating their time, money and energy to both traditional investments
like real estate, but also personal causes related to family,
themselves and the world at large. According to a new white paper, Rich Thinking: A Global Study — How Smart Women are Investing/Spending their Resources in 2013, by CFA® charterholder Barbara Stewart, women are not waiting until
retirement to pursue their dreams: they are devoting considerable
resources to their families, themselves, and saving the world.
These findings, released today to coincide with International Women's
Day, are the result of in-depth interviews that were conducted
throughout 2012 with almost 100 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 Stewart's acclaimed
2011 white paper, Rich Thinking: A Guide to Building Financial Confidence in Girls and
Women, for which she conducted a survey of 50 globally successful women,
exploring how they learned about money and success, mainly through
personal stories. Her latest research highlights excerpts from her
interviews looking at women's investment habits and trends.
"The most important finding of this year's Rich Thinking study was that women are not waiting for retirement to begin pursuing
the interests that they are passionate about: they are defining,
creating and financing their dreams now," says Barbara Stewart, CFA and
Portfolio Manager at Cumberland Private Wealth Management Inc. "And
traditional asset mix charts do not tell that story: 'investing' can
take many forms, not all of which show up on a balance sheet. The
majority of women are deeply engaged in the pursuit of various personal
causes and how they allocate their time, energy and money is aligned
with what matters most to them."
"The objective of my new white paper is to present the causes of these
accomplished women thematically, so that any reader can absorb the life
lessons and sage advice that constitutes the financial wisdom of
successful women globally," continues Stewart.
According to the report, women are unapologetically living all parts of
themselves and aligning their work with their personal values.
"Women won't wait, and don't wait. Despite the disappointing statistics
of growth rates regarding women on Boards of Directors and in corner
offices, women are not postponing saving their family, the world or
their soul - they are getting on with it. Smart women around the world
are actively involved in pursuing their personal passions and they are
spending their time, energy and money to make things happen now,
including investing in women-led organisations, believing this is the
best way to accelerate change and ensure a better future for all."
For a copy of the full white paper, please go to www.barbarastewart.ca.
Official Launch Event: March 27 at Verity (in the Toronto Room),
Join Barbara Stewart at the official launch of her exciting new
research, as she provides a review of the key themes in her report. She
will be introduced by Leah Eichler, founder of r/ally, a mobile
collaboration platform and a columnist on women and business for the Globe and Mail, and will lead a discussion with her three distinguished special guests.
For more information, or to RSVP, please contact Barbara Stewart at
416-413-4216 or firstname.lastname@example.org.
About Rich Thinking:
How Smart Women are Investing/Spending their Resources in 2013
Throughout 2012, Barbara Stewart conducted 100 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. The questions asked were limited to: 1)
Where are you currently investing your money? Please provide the
percentage of your overall portfolio in the asset classes of cash,
bonds, stocks and real estate. Please indicate if there is an
additional asset class or use of funds that is of significance? 2) At
this time in your life, how are you spending your personal time, energy
and/or money? What are you most passionate about and why?
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 17 years. Barbara is a shareholder of Cumberland
Partners Limited - the parent company of Cumberland Private Wealth
Management Inc. in Toronto, Canada. Prior to her work with private
clients, she advised institutional clients on the foreign currency
trading desk for one of Canada's major banks. Barbara is a past
instructor for the CFA program sponsored by the Toronto CFA Society, as
well as the CFP program sponsored by Sheridan Institute of Technology &
Advanced Learning. She writes a bi-weekly column and is frequently
quoted in the media on the topic of women and finance. She speaks
internationally 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.
Image with caption: "Barbara Stewart is a CFA charterholder who is passionate about her research work re: women and finance. Barbara has been in the investment industry over 20 years and she is a Portfolio Manager at Cumberland Private Wealth Management Inc. (CNW Group/Barbara Stewart)". Image available at: http://photos.newswire.ca/images/download/20130308_C9713_PHOTO_EN_24194.jpg
SOURCE: Barbara Stewart
For further information:
Barbara Stewart, Partner
Cumberland Private Wealth Management
416-413-4216 or email@example.com