News & Press

Critical knowledge database & current articles

Numerous studies and scientific publications in the financial field confirm that diversity increases efficiency and brings better results. Here are some articles that deserve your attention.

Global Assets under Management set to rise to $145.4 trillion by 2025

Global Assets under Management set to rise to $145.4 trillion by 2025

In a new report ‘Asset & Wealth Management Revolution: Embracing Exponential Change’, PwC anticipates that global Assets under Management (AuM) will almost double in size by 2025, from US$84.9 trillion in 2016 to US$111.2 trillion by 2020, and then again to US$145.4 trillion by 2025. While the report predicts rapid growth for the asset & wealth management industry, it also warns that firms needs to take action now, if they’re to survive an exponential level of change.

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The Path to Inclusive Capitalism: An Asset Owner Guide for Investment Portfolios
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The Path to Inclusive Capitalism: An Asset Owner Guide for Investment Portfolios

Citywire: Alpha Female Report 2022
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Citywire: Alpha Female Report 2022

Gender, Risk Tolerance, and False Consensus in Asset Allocation Recommendations (Digest Summary)
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Gender, Risk Tolerance, and False Consensus in Asset Allocation Recommendations (Digest Summary)

April 2018

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VIDEOS

These short videos explore key concepts for diverse managers and allocators to consider; and include tips to help you to succeed.

In these videos, I explore key concepts and issues related to promotion, inclusion, and diversity in the financial industry.

Running Effective Meetings

Running Effective Meetings

Enhancing your meeting effectiveness is crucial for building meaningful connections in the finance industry. Discover expert tips to optimise your meetings and leave a lasting impression with my latest video.
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Marketing your Fund

Marketing your Fund

Marketing your fund is essential for attracting potential investors and growing your business. In this video, uncover key strategies to help you effectively promote your fund in the competitive financial market.
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Running a Roadshow

Running a Roadshow

Running a successful roadshow is a critical aspect of raising capital and making valuable connections in the investment world. In my latest video, I provide insider tips to help you plan and execute a winning roadshow.
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Raising Capital

Raising Capital

Raising capital is a challenge that many face in the financial industry, but the current market presents a unique opportunity for diverse talent to stand out. However, it's not enough to simply wait for institutional allocators to find you.
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The Value of Diverse Managers

The Value of Diverse Managers

Succeeding in the Funds Management business is no easy feat, and those who make it past the institutional threshold of three years must be doing something right. For women and minorities, the road to success is even tougher, and those who do succeed often show exceptional talent, having overcome systemic barriers.
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Reimagining Asset Management

Reimagining Asset Management

A lack of diversity and inclusivity has long dominated the Asset Management industry, but it's clear that we are at a time in the market, making inroads towards change. Empirical evidence proves that diversity in leadership positions creates a more inclusive workplace and profitable industry.
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Increase Your Visibility

Increase Your Visibility

As a seasoned professional in the financial industry, I understand the challenges that women and minorities face in increasing their visibility. In our latest video, I share valuable steps to help you stand out and build a network that can lead to success.
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Entering New Markets

Entering New Markets

After 12+ years selling financial products around the world I understand the challenges of entering new markets. However, with a well-planned approach, you can take advantage of new opportunities and expand your product suite and investor base in exciting new ways.
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Adding Value to Investors

Adding Value to Investors

As a financial services executive dedicated to championing diversity and inclusion, I understand that building genuine connections with potential clients is the cornerstone of success. Fostering these relationships within the financial industry can be intricate, demanding a thoughtful and targeted approach.
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Cognitive Diversity

Cognitive Diversity

Diversifying your investment portfolio through cognitive diversity is not just a good idea, but a smart financial move. As we know diversification is a key component of Modern Portfolio Theory; and Cognitive Diversity recognises that people think differently due to their individual experiences. By incorporating this form of diversity into your investment strategy, you can likely achieve better results based on your risk tolerance while also protecting yourself from market volatility.
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On International Women's Day 2021

On International Women's Day 2021

On International Women's Day 2021, I want to say thank you to all the men out there who support amazing women, and truly believe that diversity matters. To change the demographics in our industry it is going to take commitment from everyone. We need both powerful women AND men to stand up and say so. Contact me if you want to find out more about how you or your firm can help us to achieve Vision 30/40 - 30% representation of women in investment roles and executive leadership positions by 2040.
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Final countdown to the Fund Women Conference

Final countdown to the Fund Women Conference

Final countdown to the Fund Women Conference. A short video below to get you excited and inspire action.
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"Gender Differences in Risk-Taking” by Byrnes, Miller, and Schafer (1999)

"Gender Differences in Risk-Taking” by Byrnes, Miller, and Schafer (1999)

May 1999

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