Zoe Sexton - Advisory Services
women and money, women financial advisor, investment management, investing, investments
4
home,page,page-id-4,page-template,page-template-blog-standard,page-template-blog-standard-php,edgt-core-1.1.2,ajax_fade,page_not_loaded,,vigor-ver-1.11, vertical_menu_with_scroll,smooth_scroll,wpb-js-composer js-comp-ver-5.0.1,vc_responsive

Thought Leadership

“Money is only a tool. It will take you wherever you wish,
but it will not replace you as the driver.”
– Ayn Rand

horses

Calling Female Fund Managers

Mamma’s don’t let your babies grow up to be cowgirls …. It’s a casting call and not enough women are showing up as portfolio managers, states a recent article in Investment News. The world of mutual fund managers is relatively small at 7,410 managers nation-wide, and only 9% of those managers are women. That’s about 667 industry-wide. Just about enough for a good sized rodeo, but not enough to share the positive impact male/female fund teams bring to the industry according to Morningstar Inc. Of the total assets invested in mutual funds, those 667 women only manage $252 billion. Mamma’s, perhaps...

Read More
300.wang.vera.060909

WOMEN: 60 IS THE NEW 40, HERE’S WHY

Last April I taught a three-week series on Women and Money. It consisted of two cohort groups taking the classes on three consecutive Wednesdays or Thursdays. The 50 women attendees varied in age and wealth, but mostly over 50 years old. They were all concerned about one thing: making in through retirement without running out of money. Becoming a Bag Lady is a very real and familiar fear for many women of maturity. “Sixty is the new forty,” I told them, “because think about it ladies, its likely that everyone here will live another 40 or more years. That’s time to...

Read More
girl smiling

Embrace Your Tribe: Women & Crowdfunding

Everyone knows men's ventures are funded more than women's right? But there's one area of finding where women are consistently outperforming men. It's crowd funding. In recent research, Jason Greenberg of New York University and Ethan Mollick of the University of Pennsylvania’s Wharton School report that 65 percent of all women-led tech startups reached their funding goal on Kickstarter versus just 30 percent of men-led tech startups. The question is why? Is it because women don’t like to pitch to investors directly and this indirect route is more feminine? Are there more female funders on crowdfunding platforms looking to fund women-led ventures? Is it because...

Read More
girl thinking

Trumping Competitive Ego-based Language

The race is on to understand how to communicate with women in an industry filled with competitive, ego-based language and covert it to one of balance and holistic purposefulness. What speaks to female investors? In a 2013 NextWoman wrote about Marianne Abib-Pech and her career change from Arthur Anderson to founder of Lead the Future (LTF) and Hong Kong based umbrella brand includes a leadership consulting firm, a financial advising platform and a thought leadership platform. Her objective was to pair the investing population with the entrepreneur. Her feeling is that the investment community values female entrepreneurs while the corporate world has long catered...

Read More
secrets

Why Family Offices Invest in Real Estate

For the most part, the purpose of the family office is to effectively transfer established wealth across generations. So investing in real estate--developing a housing complex, shopping center or even a town--have been primary ways family offices have created long-lasting wealth and contributed to economic growth. Here are the top seven reasons why family offices invest in real estate: Comparable income stream to fixed income at current rates Tax efficiencies Uncorrelated returns to securities Estate planning strategies Family legacy creation Preferred treatment by government entities Socially responsible potential With year after year of a consistently low interest rate environment, it’s no surprise there has been little differentiation in the...

Read More