Assets Topics that matter to women

The UBS Women’s Wealth Study 2021 shows that women are concerned about the impact of climate change. What else concerns them?

15 Sep 2021 3 min read

Women care about the financial aspects of climate change and social responsibility.

As part of the UBS Women’s Wealth Study 2021, we asked women of different ages and levels of wealth about which financial topics matter to them. The study showed that women are concerned about major challenges facing society and their pension in future. We explain in this article what this means exactly.

Pension gaps

Half of the women surveyed say that money is important both for closing pension gaps and for providing security, should they or a loved one ever fall ill or require care.

Women indeed face certain challenges when it comes to retirement planning. These include, for example, lower contributions to the AHV and pension fund due to a greater tendency to work part-time or take career breaks. As a result, pensions and the potential standard of living in retirement are on average significantly lower for women than for men. Find out how to make the most out of your retirement planning in the article “Planning your retirement as a woman”.

Wealth as a responsibility to society

Women consider it their responsibility to share the wealth they have earned in order to benefit society. 50% of the women surveyed say it is important to use their assets to support those close to them, such as in the form of an inheritance. 43% say they also donate to non-profit organizations.

Would you also like to use your assets for a good cause? We recommend checking out the “Philanthropy” learning path. Here you can find out how to make an impact with your donations and find a philanthropic cause that’s right for you.

Concern about the impact of climate change

The study also shows that two in three women are worried about the effects of climate change. This concern is also reflected in women’s approach to investing; one in three women has sustainable investments in her portfolio. A separate UBS study has also predicted that women will lead the way in sustainable investing in the future. Read more about this in “3 out of 10 women are investing sustainably” .

To find out how you can also invest your money sustainably, check out the article “Sustainable investing: how to do it”. Deepen your knowledge on the subject with our “Sustainable investing” learning path.

The findings in detail

The detailed results can be found in the UBS Women’s Wealth study.

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Address these issues with your investment strategy

Social challenges such as adequate retirement provision and climate change are a source of concern for women. However, you can confront these challenges using your financial investments – whether by saving for retirement early or getting to grips with sustainable investments.

Your personal investment strategy will determine the best way to do this. We will be happy to help you create a strategy that addresses the areas that matter to you. Why not get in touch? We will be happy to advise you.