Gender equity investing seeks to invest for financial return while promoting gender diversity throughout the workplace. Though most public market strategies have remained focused on “women in leadership” metrics at the senior management and board of directors’ levels, the field of gender equity investing has expanded to encompass broader outcomes for employees, including resources, policies, and programs that support gender diversity at all levels in the workplace. As gender equity investing evolves, investors can look to three key areas to see what’s next.
We believe an asset allocation and investment strategy should wrap around a very clear understanding of a client’s financial plans, values and pertinent non-financial goals. More specifically, we begin with an understanding of each client’s lifestyle, legacy and charitable objectives.Relationship management teams work collaboratively with clients to develop a comprehensive understanding of the unique history, family relationships, spending and investing patterns, tolerance for risk, desire for return and degree of knowledge about investment and financial matters. This formal process, which memorializes information at the relationship, household and entity levels, is known as defining the client’s Wealth Objectives. Here we prioritize and build a blueprint to deliver innovative solutions and personalized service with results that are in alignment with short- and long-term objectives.