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International Women’s Day shines spotlight on financial independence trends

Social media has been abuzz with tributes and acknowledgements to women for International Women’s Day. It shows us just how far we’ve come, and how far we have to go. 

One area where women lag is finance. On a global average we earn 23% less than men for the same work. The gender pay gap is a story for another time (check out this Twitter bot that called out the gender pay gap in response to company IWD posts), but failing to invest what money we do make is the number one financial regret for women. Despite knowing investing and diversification of revenue streams are key steps towards financial freedom, women are wildly under confident when it comes to taking the plunge. 

The tide is turning though, with an influx of female investors entering the market over the past 18 months. According to an ASX report women made up 45% of all new investors in 2020. Women also outperformed their male counterparts by 1.8% when it came to portfolio performance likely due to a more conservative approach to investing. During market fluctuations at the height of the pandemic only 41% of women made changes to their portfolios, compared with 63% of men. That figure aligns with the general trend seen amongst female investors who don’t shift their assets as frequently as men. The average annual turnover rate of women’s portfolios sits at 53% compared to men at 77%.

Safe to say there is ample evidence that we fare just fine when it comes to market resilience. 

Rachel White, Head of Product Strategy at Vanguard Australia was featured on yesterday’s episode of The Ideas Exchange, an ASX podcast to give more colour to women’s relationship with investing. 

White spoke to the shift in the investor profile in recent years and the flow on effect this has, causing investing to become more democratised. “The stereotypes of who an investor is or who an investor can be, is really changing,” said White. “And the access to easy to understand financial information is becoming more available, it’s becoming more tailored to these new demographics.”

She’s right. There has been a marked rise in ‘finfluencers’, podcasts geared to women and investing platforms which have made investing and learning easier than ever.

Resources for new investors

  • The ASIC MoneySmart website is a great place to start. Modules on the site guide you through the basics of investing and can help you find a financial advisor.
  • The ASX Investment Tools and Resources web page is a comprehensive education centre with short, online courses, webcasts, glossaries and a share market trading game, allowing you to learn the ropes without real money.
  • The Sentiment news website is a credible source of information and expert opinion on ASX listed companies.
  • The Australian Investors Facebook group is a community of investors sharing opinions and resources on the share market.

“Women aren’t necessarily risk averse, they’re risk aware, and that’s a good thing when it comes to investing.” White adds in the age old adage- it’s about time in the market, not timing the market. She urges listeners to tune out the noise, and rather apply your focus to “build a diversified portfolio and maintain it for 20 years.” 

That’s really it. Investing is as simple or complex as you make it. The point is- women can.

“It’s so important that we’re having this conversation around how competent women are, how easy it is to get started,” says White. 

I couldn’t agree more (Rachel, we should get coffee). 

Few women in my friendship circle invest, but all the men do. We need to continue these sorts of conversations to encourage more women to get into investing and keep moving towards parity when it comes to financial independence. 

Samantha Freidin

Samantha Freidin is a business journalist at Emerald Financial whilst also completing a Masters of Marketing and Digital Communications at Monash University.

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