Female focused independetnt financial adviser
Evidence suggests that funds focusing on gender-balanced companies and boards are outperforming their benchmarks, but advisers are still sceptical
We promote inexpensive, diversified investment to achieve the best return, while minimising risk.
The more defined the investment theme, the smaller the universe of investments that qualify and the more concentrated the portfolio. We would only recommend thematic investing where the client was willing to tolerate greater costs and more risk to make a social or moral impact. Generally, the women we work with prioritise the best return for family finances over a greater moral purpose.