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Rethink the Industry Framework

Based on the women we surveyed, the financial industry has an opportunity to improve its perception among female investors. Investment management and advisory services that want to successfully partner with women will need to understand how they currently view the industry and what needs to change.

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Women on Investing

Women believe in the power of investing and are interested in working with a professional advisor.

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  • 84% see investing as a powerful tool for creating life choices.
  • 71% would switch to a financial advisor who proactively makes managing finances easier.

Women on the Industry

Unfortunately, women don’t feel welcomed by the financial industry, calling past encounters “complicated” and “challenging.”

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  • 72% believe the system is set up to be confusing.
  • 51% agree that they almost need to become a financial expert to talk to a financial advisor.
  • 53% say the industry doesn't reflect their lifestyles or realities.

What needs to change

Women want financial institutions to make a better effort to understand and accommodate their lives and their goals.

78% are more interested in talking to an advisor who focuses on improving the quality of their life versus just beating the market. How?

Insights into Action

At PIMCO, we use data and analysis to inform action. Findings from our survey suggest actions financial advisors can take to better serve women investors.

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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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Disclosures

Methodology:
Expert Salon
In March and April 2018, we conducted expert salons in Newport Beach and New York City to capture ideas from thought leaders in women’s perspectives on investing, lifestyle and goals across media, finance and communications.

Financial Decision Maker Survey
This survey was conducted online within the United States by The Harris Poll on behalf of PIMCO from May 3-May 16, 2018, among 1,500 U.S. adults ages 18 and older, including 748 women. All respondents had over $10,000 in investable household assets and at least some financial decision-making responsibility within the household. This online survey is not based on a probability sample and therefore no estimate of theoretical sampling error can be calculated. In March 2018, we also hosted 2 salon sessions to explore issues around women and investing with thought leaders, influencers and experts.
Past performance is not a guarantee or a reliable indicator of future results.  All investments contain risk and may lose value.  This report is provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product, nor construed as a solicitation or offer to buy or sell any securities or related financial instruments in any jurisdiction.

The survey results contain the opinions of the respondents and not necessarily those of PIMCO. The data contained within the report may not be related to any PIMCO product or strategy and should not be relied upon for any investment decision.

Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. ©2019, PIMCO.