Women Redefining Investment Performance

Women define success in relation to how investments affect their lifestyle and advance them towards their goals.

Women on Investment Success

Historically, investors focused on accumulation, measuring success by returns relative to a benchmark and total assets in their portfolio. Today, women are setting personalized performance standards that reflect their need for access to their money, income generation and investments that align with their values.

Investing that Reflects Values

Women’s objectives are more purposeful than cumulative, a philosophy that has led them to favor investment strategies that reflect their values.

    70% want to invest their money in a way that reflects their personal values
    82% want to invest in companies that “do no harm”
    77% of millennial women are interested in investing in social impact funds

Performance is Defined by Income

Women across ages, education and income levels are interested in generating income, explaining they see investment income as a catalyst for choice and flexibility.

79% circle
    79% say they’re optimistic about investing’s potential to create a steady source of income before retirement.
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    61% say a steady income is a top indicator of portfolio success.

Prioritizing the Here and Now

Women investors prioritize the here and now over long-term planning, seeking short-term investment strategies that will allow them to meet immediate needs and offer the freedom to make choices as opportunities arise.

71% of women are looking for opportunities to optimize their money today
44% rank the ability to meet unexpected needs as a top indicator of success

About the Survey

At PIMCO, we believe diverse perspectives generate deeper insights, drive greater innovation and yield better outcomes for investors. That conviction, combined with our research-driven culture, led us to commission this large-scale market survey, Women, Investing and the Pursuit of Wealth-Life Balance.

The objective of the survey was to collect and analyze data that would illuminate the needs of women investors, including their motivations, goals, performance expectations and investment philosophy, to help ensure that the financial goals of this important segment of the investing population are being met – both here at PIMCO and throughout the financial services industry.

Women, Investing & the Pursuit of Wealth-Life Balance

View our full research findings.

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