social and governance ( ESG ) criteria . As women increasingly assert their financial influence , the investment industry must adapt to cater to these evolving preferences .
THE GLOBAL CONTEXT
The power shift is not confined to South Africa ; it is a global phenomenon . The World Economic Forum writes in a research article that in developed markets like the US and Europe , women are expected to inherit a substantial portion of wealth in the coming years . With this shift , there is a growing recognition that women ’ s voices must be included in the investment dialogue . Financial institutions worldwide are beginning to recognise that tailoring strategies to meet the needs of women investors is not just good business ; it is essential for sustainable growth .
THE PATH FORWARD
As we look to the future , the role of women in the investment landscape will only continue to expand . It is vital for financial institutions to create inclusive environments that encourage women to participate actively in investment decisions . By valuing diverse perspectives , the industry can foster innovation and develop products that resonate with the changing demographics of wealth .
At PPS , we are committed to recognising the valuable contributions of women in finance . Our focus is on providing personalised solutions that cater to the unique needs of all investors , regardless of gender .
“ Women are often more open to exploring non-traditional asset classes that can provide both competitive returns and align with their values .
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We offer a range of services , including tailored investment portfolios , risk management solutions and resources that empower women to make informed financial choices . Our commitment to mutuality aligns with the belief that returns should extend beyond mere financial gains ; they should also encompass social impact and community wellbeing . By promoting a sense of belonging and collaboration , we contribute to a more balanced and equitable financial landscape , supporting women in their investment journeys and helping them achieve holistic growth that reflects their values and aspirations .
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* Kindly note that this article does not constitute financial advice . The information provided is purely informational . Consult your PPS-accredited financial adviser for more information about insurance cover .
Andriette Theron
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