Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?
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Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?
Unpacking The Results of the Ellevest Women’s Financial Health Index
Real Wealth Real Health
47 minutes
2 years ago
Unpacking The Results of the Ellevest Women’s Financial Health Index
Ellevest CIO Sylvia Kwan talks about the results of the Women’s Financial Health Index and describes the shifts she’s seen in women’s investing habits, goals, and priorities
Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company’s recent Women’s Financial Health Index. Sylvia also discusses the trends she’s noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry.
Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.
Key Insights:
Sylvia’s own journey as a woman in finance
The benefits of illiquid investments
Ellevest Women’s Financial Health Index findings
Impact investing is the future
Changing demographic values
Why community is vital for this movement
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Guest Bio:
Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.
Resources:
Real Wealth Real Health
Alpha Investing
podcast@alphai.com
Ellevest
Ellevest Women’s Financial Health Index
Connect with Sylvia on LinkedIn
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Real Wealth Real Health
Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?
