1 World Bank, as of February 28, 2022. https://data.worldbank.org/indicator/SP.POP.TOTL.FE.ZS
2 Frost and Sullivan, as of March 5, 2020: https://www.frost.com/news/press-releases/global-female-income-to-reach-24-trillion-in-2020-says-frost-sullivan/
3. Boston Consulting Group, as of April 9, 2020. https://www.bcg.com/publications/2020/managing-next-decade-women-wealth
4 US Bureau of Labor Statistics, as of December 2021.
5 SIFMA, as of February 2022.
6 Morningstar, as of March 16, 2021. https://www.morningstar.com/articles/1029482/the-percentage-of-us-female-fund-managers-is-exactly-where-it-was-in-2000
7 McKinsey, as of September 6, 2018. https://www.mckinsey.com/industries/financial-services/our-insights/closing-the-gap-leadership-perspectives-on-promoting-women-in-financial-services
8 Pensions & Investments, as of February 8, 2021. https://www.pionline.com/pi-1000-largest-retirement-plans/diversity-programs-change-times
9 Diverse Asset Managers Initiative, as of December 10, 2020. https://d3n8a8pro7vhmx.cloudfront.net/intentionalendowments/pages/4968/attachments/original/1607635156/DAMI_Report__Final_.pdf?1607635156
10 NABUBO-TIAA, "Study of Endowments," 2021. As of FY 2020.
11 Cerulli Associates, “U.S. Advisor Metrics 2020.”
12 Barrons, 2021 Top 100 US Financial Advisors and Top 100 RIA Firms.
Active fund manager refers to one that makes active decisions to deviate from the index.
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Passive fund manager refers to one that tracks an index.
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