Arnerich Massena is pleased to announce the publication of a new white paper, He Trades, She Trades: How men and women invest differently, and what we can learn from each other, which explores the body of research about gender influence on investment styles and outcomes, discussing how investors can create the best of both worlds by adopting a balanced strategy.

As individuals, we all have a unique perspective on the world and approach to making decisions and taking action. Our personalities, life experiences, and preferences all play into our financial behaviors and choices. Investing has both analytical and emotional aspects to it, and we each find a different balance as we make decisions. But multiple studies show that there are definite trends in how we invest that show up typically along gender lines. Examining the findings of these studies, polls, and papers is valuable, as it can help us understand the factors that influence our own investment behavior and learn where we may be able to adopt different tools that can make us better investors. The paper dives into the research on how men and women invest differently, including a discussion on drawing from the best of both worlds to craft a balanced approach. The paper also includes a discussion of the unique investment and financial challenges facing women, and how investment advisors can best support both men and women.

“Women are becoming primary financial decision-makers and investors in many households, and it is important to understand their perspectives and unique needs,” says Co-CEO Reegan Rae, CPWA®. “Women do tend to approach investing and financial planning differently from men, and understanding that is the first step to being able to support and empower them as investors.”

“Most studies that compare long-term return outcomes of men versus women have found that women, on average, outperform male investors,” notes Managing Principal Ryland Moore. “In this paper, we set out to understand what men and women are doing right, and how we can make sure those tools are being applied across the board. Learning about the influences that affect our investment results is fascinating.”

The paper closes by offering ideas for how advisors can best support both men and women through strategic investment approaches and skilled communication. Click here to read and/or download the white paper.