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The Female Financial Dialogue #Finimized Understanding how to empower more women to invest

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Page 1: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core

The Female Financial Dialogue #Finimized

Understanding how to empower more women to invest

Page 2: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 3: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 4: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 5: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 6: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 7: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 8: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core

“Starting investing feels a little bit like going into the free weights room at the gym - you’re surrounded by testosterone-filled dudes who look like they know what they’re doing, even though you know that half of them don’t.”

Jude, FinimizerLaw student, London

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Page 9: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 10: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 11: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 12: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 13: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core

"I have mixed feelings about the robo advisors. I've been using it for 2 years now and I'm not seeing the returns that I want. The robo advisors are in some ways preying on people who don't have the confidence to open an e-trade account. They're making it sound like it's more complicated than it actually is.

My advice? It's not as hard as it seems."

Roxanne, Finimizer Software engineer, San Francisco

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Page 14: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 15: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core
Page 16: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core

Contact: [email protected]

Illustrations - Madi Stuart, Finimize16

Page 17: The Female Financial Dialogue #FinimizedAudience profile: - 100% Female - 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core

Appendix: Audience profile:

- 100% Female- 49% North America, 39% UK/Europe other included Africa, Asia, Middle East, Oceania. - 230 Responses to core survey (80 responses to pre-survey), 15 one to one interviews, 2 focus groups- 65% of users have invested previously (excluding property and pensions). 35% had not.

Bibliography:1. Source: Do women make better investors than men?, Hargreaves Lansdown, 2018, https://www.hl.co.uk/news/articles/do-women-make-better-investors 2. Source: Are women better investors than men?, Barclays Smart Investor, 2018 https://www.smartinvestor.barclays.co.uk/invest/investment-insight/investment-ideas-and-strategies/are-women-the-better-investors.html

3. Source: Are women better investors? Stash data flips gender stereotypes, 2018 https://learn.stashinvest.com/are-women-better-investors

4. Source: Playing it safe. Women and investing, Britain thinks, 2016 http://britainthinks.com/pdfs/Playing-it-Safe-Women-and-Investing.pdf

5. Source: Global investor pulse survey, 2016, Blackrock

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