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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.

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    70% want to invest their money in a way that reflects their personal values
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    82% want to invest in companies that “do no harm”
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    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.

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    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
71%
44% rank the ability to meet unexpected needs as a top indicator of success
44%

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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Purpose at PIMCO

At PIMCO, we understand both the opportunity and obligation to effect meaningful social change.

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Disclosures

Toronto
PIMCO Canada Corp.
199 Bay Street, Suite 2050
Commerce Court Station
P.O. Box 363
Toronto, ON, M5L 1G2
416-368-3350

The products and services provided by PIMCO Canada Corp. may only be available in certain provinces or territories of Canada and only through dealers authorized for that purpose.
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.