Retail Investment Trends in Canada w/ Lillian Ferndriger

In our most recent podcast with Chantal McNeily, Investment and Wealth Advisor at RBC Dominion Securities, we discuss the unique challenges women face when it comes to managing our finances and achieving financial security. It is no secret that women face a number of factors that make it harder to get there: we still earn less (87 cents on the dollar compared to men), take more time off to care for family, and live longer.

What I did not appreciate though, is this important trend: privately held wealth for Canadian women has been growing rapidly and is moving towards representing approximately 50% of total wealth in Canada.

Another important stat Chantal highlighted is that 80% of women leave their husband’s advisor within one year of his passing. Financial advisors and wealth management firms need to be asking themselves how they are adapting their service models and approach to investing to ensure it is resonating with women!

We bring to you an insightful conversation on ESG investing within a public markets context with Anne Marie Stetler, Co-Founder & CEO of LockDocs and  Leslie Nicholson, Chief Product Officer of BITA.  BITA is an index provider that is making indexing more accessible to a wider audience.

Globally, ESG assets are on track to exceed US$53 trillion dollars by 2025, more than a third of the US$140 trillion in projected total assets under management. To say that asset managers cannot afford to ignore ESG is an understatement.

Leslie explains how technology is reshaping the landscape by offering innovative indexing and rule-based solutions that create scalability and remove subjectivity from the process. This is enabling the use of very sophisticated and tailored portfolios well beyond the formation of ETFs.

LockDocs CEO Anne Marie Stetler and Lillian Ferndriger, Director of Alternatives Distribution at BMO Asset Management, sit down to discuss some of the trends Lillian is seeing in BMO's client base in regards to alternative assets. Lillian offers some excellent insights into the market and actionable suggestions for fund managers interested in finding ways to access retail capital in Canada.

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Anne Marie Stetler sits down with Matthew Craig-Greene, Founder & Director of Brandstory Partners, to discuss the importance of branding and marketing for investment firms working in alternatives and private equity. They discuss strategies, how to measure success, and the key areas to target for maximum returns on limited resources. Check out more from this series on the LockDocs blog https://blog.lockdocs.com/latest or wherever you get your podcasts. Follow us on LinkedIn for new content, news, and updates.