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


[Include as a footer text overlay for the first 5 seconds: 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.

PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. | Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660 is regulated by the United States Securities and Exchange Commission. | PIMCO Europe Ltd (Company No. 2604517) is authorised and regulated by the Financial Conduct Authority (12 Endeavour Square, London E20 1JN) in the UK. The services provided by PIMCO Europe Ltd are not available to retail investors, who should not rely on this communication but contact their financial adviser. | PIMCO Europe GmbH (Company No. 192083, Seidlstr. 24-24a, 80335 Munich, Germany), PIMCO Europe GmbH Italian Branch (Company No. 10005170963), PIMCO Europe GmbH Spanish Branch (N.I.F. W2765338E) and PIMCO Europe GmbH Irish Branch  (Company No. 909462) are authorised and regulated by the German Federal Financial Supervisory Authority (BaFin) (Marie- Curie-Str. 24-28, 60439 Frankfurt am Main) in Germany in accordance with Section 32 of the German Banking Act (KWG). The Italian Branch, Irish Branch and Spanish Branch are additionally supervised by: (1) Italian Branch: the Commissione Nazionale per le Società e la Borsa (CONSOB) in accordance with Article 27 of the Italian Consolidated Financial Act; (2) Irish Branch: the Central Bank of Ireland in accordance with Regulation 43 of the European Union (Markets in Financial Instruments) Regulations 2017, as amended; and (3) Spanish Branch: the Comisión Nacional del Mercado de Valores (CNMV) in accordance with obligations stipulated in articles 168 and  203  to 224, as well as obligations contained in Tile V, Section I of the Law on the Securities Market (LSM) and in articles 111, 114 and 117 of Royal Decree 217/2008, respectively. The services provided by PIMCO Europe GmbH are available only to professional clients as defined in Section 67 para. 2 German Securities Trading Act (WpHG). They are not available to individual investors, who should not rely on this communication. | PIMCO (Schweiz) GmbH (registered in Switzerland, Company No. CH-020.4.038.582-2) . The services provided by PIMCO (Schweiz) GmbH are not available to retail investors, who should not rely on this communication but contact their financial adviser. | PIMCO Asia Pte Ltd (Registration No. 199804652K) is regulated by the Monetary Authority of Singapore as a holder of a capital markets services licence and an exempt financial adviser. The asset management services and investment products are not available to persons where provision of such services and products is unauthorised. | PIMCO Asia Limited is licensed by the Securities and Futures Commission for Types 1, 4 and 9 regulated activities under the Securities and Futures Ordinance. PIMCO Asia Limited is registered as a cross-border discretionary investment manager with the Financial Supervisory Commission of Korea (Registration No. 08-02-307). The asset management services and investment products are not available to persons where provision of such services and products is unauthorised. | PIMCO Investment Management (Shanghai) Limited Unit 3638-39, Phase II Shanghai IFC, 8 Century Avenue, Pilot Free Trade Zone, Shanghai, 200120, China (Unified social credit code: 91310115MA1K41MU72) is registered with Asset Management Association of China as Private Fund Manager (Registration No. P1071502, Type: Other) | PIMCO Australia Pty Ltd ABN 54 084 280 508, AFSL 246862. This publication has been prepared without taking into account the objectives, financial situation or needs of investors. Before making an investment decision, investors should obtain professional advice and consider whether the information contained herein is appropriate having regard to their objectives, financial situation and needs. | PIMCO Japan Ltd, Financial Instruments Business Registration Number is Director of Kanto Local Finance Bureau (Financial Instruments Firm) No. 382. PIMCO Japan Ltd is a member of Japan Investment Advisers Association and The Investment Trusts Association, Japan. All investments contain risk. There is no guarantee that the principal amount of the investment will be preserved, or that a certain return will be realized; the investment could suffer a loss. All profits and losses incur to the investor. 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CMR2021-0212-1524857

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