Women are poised to control a growing share of U.S. wealth, creating an important opportunity to rethink how advisers engage female investors on alternatives.

In a conversation with Crain Currency, David Levi explores what Brookfield’s research tells us about women’s attitudes toward alternatives and how education, goals-based conversations and a focus on portfolio outcomes can help advisers turn interest into action.

Survey Methodology: Brookfield commissioned CoreData Research to conduct separate online surveys between April and June 2024 of 300 financial professionals in the U.S. and Canada with an average practice AUM of US$633 million, and 625 high-net-worth investors in the U.S., Canada, Hong Kong, Singapore and Taiwan with at least US$2.5 million in household investable assets.

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