Women in Investing: The Morningstar View

Morningstar has combed its databases and analysed the numbers. Here's where women stand in the industry today 

Laura Lallos 5 March, 2020 | 9:15AM

women

The state of women in the investment industry and corporate world is still nascent, but some areas are poised for growth. Morningstar has examined how women are faring today and found that women remain dramatically under-represented among the ranks of mutual fund managers.

Yet the fund industry itself acknowledges the advantages of institutional diversity; it has become a significant advocate for diversity at the publicly traded corporations it invests in. That kind of shareholder engagement, combined with a recent legislative mandate, is beginning to show results in increased numbers of women on US corporate boards. Meanwhile, although women-led start-ups still receive a disproportionately small share of venture capital, they are breaking into the system.

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About Author

Laura Lallos  Laura Lallos is a former Morningstar analyst and editor, and a frequent contributor to Morningstar Advisor magazine.

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