Understanding Investing

Women Investors: A Driving Force of Global Wealth

PIMCO’s continued research and analysis seeks to better understand how our industry can better serve the needs of this important segment of the investing population. Learn more

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Staying calm, cool and invested during uncertain times is a challenge for any investor.

When 2020 took a turn, we had a unique opportunity to examine reactions among one key group:

Women.

At PIMCO, we strive to better understand and meet the evolving investment needs of women -- a driving force of global wealth.

Our 2018 research found they embody the traits of an ideal investor.

They have clear goals, reasonable performance expectations, considered risk philosophies, and respect for professional guidance.

Conditioned by time-starved realities and competing priorities, they know how to stay calm and think long term.

Two years later, the COVID-19 pandemic has devastated both health and economies around the world.

And women have borne the brunt of job losses and increased responsibilities.

How has this stress test affected them as investors?

In September 2020 we surveyed 1,001 U.S. investors, with $100,000 or more in investable assets.

The results are clear:

Even in survival mode, women remain calm, cool, and invested.

60% said 2020 has motivated them to strengthen their financial plans.

Financial stability became a top priority, with 57% worried about their retirement assets.

And steady income remained the top indicator of performance

The takeaway? In challenging times, women want to be prepared.

They’re looking for more education, lower-risk strategies, and financial professionals they can trust.

Access our research for insights on how to better serve women investors in uncertain times and beyond.

Learn more by visiting PIMCO's website.

Disclosure


PIMCO provides services only to qualified institutions and investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized.

Methodology:

Background

In 2018, PIMCO commissioned The Harris Poll to conduct an online survey of 1,500 U.S. adults 18 and older, including 748 women. All respondents had over $10,000 in investable assets and at least some financial decision-making responsibility within the household. 317 women had over $100,000 in investable assets.

Current Survey

PIMCO and The Harris Poll conducted a similar online survey this year to gauge if and how the climate of uncertainty had effected women’s attitudes and behavior toward investing. The survey was conducted from September 9 through 17, 2020, reaching 1,001 U.S. adults 18 and older, including 448 women. Again, all respondents had over $100,000 in investable assets and at least some financial decision-making responsibility within the household.

These survey results contain the opinions of the respondents and are 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.

All investments contain risk and may lose value.

The online survey is not based on a probability sample and therefore no estimate of theoretical sampling can be calculated. The sample of individuals was not large enough to draw broader conclusions during the current economic landscape. Still, the pandemic presented an unprecedented financial crisis that allows us to see how women react in times of uncertainty, and how investment professionals can help them during these times.

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.

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CMR2021-0212-1524857

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