Sylvia S. Kwan, CFA, CAIA’s Post

Big day today at ALTSNY as we officially released our next seminal report: Crossing the Threshold. Democratization was the first step, integration is the next. A lot of groundwork has been laid already, and this piece will serve as a map to help the wealth management industry move from ideation to implementation. Big thanks to Sandy Kaul of Franklin Templeton, Fran Kinniry, CFA of Vanguard, Sylvia S. Kwan, CFA, CAIA of Ellevest, and Shannon Saccocia, CFA, CIMA® of NB Private Wealth for their contributions to this piece, and Dianne M. Regnier, William J. Kelly, CAIA, and John L Bowman, CFA for their editorial support. Access the report: https://lnkd.in/ePVEifja Read the press release: https://lnkd.in/ePiEhnzR #wealthmanagement #privatemarkets

From the sidelines of #ALTSNY, Sylvia S. Kwan, CFA, CAIA, CIO at Ellevest, highlighted a growing trend: "Alternatives with impact are gaining popularity." Clients, particularly women and younger generations, are increasingly seeking investments that align with their values, spanning environmental sustainability, gender equality, and affordable housing. "There's a strong demand for investments that deliver financial returns alongside social impact," Kwan emphasized. This dual-focus makes alternatives a compelling choice for forward-thinking investors. Reflecting on her experience, Kwan offered advice to women entering finance: "Don't give up. Alternatives present a unique opportunity for women to lead in a transformative industry, especially as we navigate significant wealth transfers to women in the coming years." Stay tuned for more insights from #ALTSNY. CAIA Association, CFA Society New York, Markets Group, William J. Kelly, CAIA, John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Paul Hamann Katie Merch-Chammon Debra Haym Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Jennifer Hughey Giancarlo Sanchez Ureña Courtney McQuade Camille Cross

Getting closer! As we approach #ALTSNY, make sure you check out the upcoming don't-miss panels. CAIA’s Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP will be leading a session with senior thought leaders as we unveil a new paper. Keep your eyes open! bit.ly/43UUR1M Thanks to: Sylvia S. Kwan, CFA, CAIA, CFA, CAIA, Chief Investment Officer, Ellevest Ariel Finegold, CFA, Head of Investment Product Strategy & Enablement, Vanguard Shannon Saccocia, CFA, CIMA®, CFA, Chief Investment Officer, Neuberger Berman Private Wealth Sarah Auerbach, Managing Director, UniFi by CAIA™ Operations

We are thrilled to welcome our family office and venture fund manager communities together at the upcoming Beyond Summit 2024 later this month! This year, we are joined by Ellevest CIO, Sylvia S. Kwan, CFA, CAIA and Lukas Walton's Builders Asset Management MD, Bruce Hao for a session on values-aligned investing.

Once upon a time, women were barred from owning their own homes, opening their own credit cards, or having a seat on the floor of the New York Stock Exchange. Today, as we ring the opening bell, we’re not just celebrating the $2 billion in assets under management at Ellevest. We’re honoring the legacy of all the women who paved the way — from Abigail to Muriel to Viola. There’s never been a better time to join Ellevest. Learn more about how Ellevest helps women build and manage their wealth through investing, financial planning, and wealth management at www.ellevest.com. 🎊 Photo credit: NYSE