Women Leading in RI but Face Hurdles


Stockholm (NordSIP) – Women are leading the way when it comes to investing responsibly, according to research published last week by Moxie Future, the Hong Kong-based company devoted to the empowerment of women investors and sustainable investment.

Almost two thirds of those surveyed for the new report commissioned by Moxie Future, Understanding Female Investors: Women Using Capital to Change the World, expressed an interest in pursuing investments with a social impact and benefits. 2,356 women aged 18 to 65 were surveyed across Australia, China, Germany, the United Kingdom and the United States in March and April of 2017.

- Promotion -

Jessica Robinson
Founder & Managing Director,
Moxie Future

The report was commissioned to gain a better understanding of the investment preferences, habits and motivations of women and the degree of their interest in responsible investments. “Our survey shows that female investors want more than just good financial returns, said Moxie Managing Director Jessica Robinson in a comment to the report. “In addition, increasing numbers of professional women want to make investment decisions that positively influence the world and are aligned with their values.”

According to the findings of the report, female investors in China demonstrate the greatest interest in responsible investment, with 84% of the Chinese women surveyed expressing motivation in the area. Robinson attributes this to the fact that Chinese women face more visible challenges, such as environmental threats. The research also revealed that “Chinese women tend to be the most bullish in their own investment abilities,” according to Robinson.

Other findings included:

  • 69% of women globally demonstrated an interest in RI if products corresponded to their needs;
  • Interest in RI is highest among women in China (91%) and the United States (74%);
  • Poverty, income inequality, health care and climate change are the issues motivating women the most across the five countries surveyed;
  • A number of obstacles to proactive investment exist, such as lack of time, understanding and suspicion of available information; for example, in China, the lack of tested market products lead to women’s misgivings;
  • German women are the least confident when it comes to making responsible investments.

“The research shines a light on the mind set of today’s female investors from their priorities when making investment decisions to the concerns that may be deterring them from investing responsible,” Robinson said. “While our study has found that women are generally positive about responsible investing, it has uncovered the practical difficulties that they face when committing their money, not least a perception among women that the financial services industry is failing to offer advice that aligns with their goals and interests.”

“This tells us there is not only a disconnect between women and the financial services sector, but [also] untapped opportunities for the industry to work more closely with female investors to deliver products and services specifically designed around them. This includes catering to the investment preferences of women and addressing their needs in a more meaningful way.”

Moxie Future was launched as a Responsible Investment Platform for women last year to provide information, analysis, practical solutions and network opportunities for women investors to have a positive impact, or, in short, “a community of empowered women who want to make a difference.”

Image: (c) Blend-Images-shutterstock

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The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon, Senior Macro ESG Analyst at Aviva Investors.

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