Philanthropy has long supported women’s funds, childcare centers, girls’ education, access to reproductive health, and women’s safety. In 2009, the field of gender lens, or gender smart, investing began with the question “Can investment capital address gender equity and wellbeing?” The answer has been a resounding “Yes!!”
During this course, participants will have the opportunity to learn about the history and language used in gender lens investing. The sessions will build your confidence and understanding, and show you how to use your assets to support and uplift women and girls. You also will learn about gender smart opportunities across all asset classes. You can use this knowledge to add gender related investments to your portfolio.
The course will offer information and resources from a variety of experts to assist you in establishing action steps that will help you join scores of other women who are advancing gender goals through their investments. You will work independently and in community to explore and define your personal goals. As a participant, you will be provided the framework, resources, and tools you need to put your knowledge to work in investments that help the structural issues that have kept women and girls from reaching their full potential.
Course Structure
The Gender Smart Investing course is a 3-part series that will be supported by monthly pre-work, live facilitation, and discussions in both large and small groups.
Outcomes
By the end of this course, you will have:
Prerequisites & Level of Effort
Completion of IFB’s Core Curriculum or prior experience in values-aligned investing is recommended.
Monthly Commitment: 2 – 3 hours
Monthly meetings will last 1.5 hours, with approximately 0.5 – 1.5 hours of required homework prior to each meeting. The amount of time you spend on the pre-work will depend on the depth of your research. The more effort you put in, the more you will gain.
Course Content
Course Creator
Alison Pyott
Partner & Senior Wealth Manager, Veris Wealth Partners\
Alison Pyott is a Partner and Senior Wealth Manager at Veris Wealth Partners. She is both a Certified Financial Planner™ and a Certified Private Wealth Advisor®, which is an advanced professional education and certification program for advisors who serve high-net-worth clients. Alison leads Veris’ client service strategy, manages client portfolios, and oversees the firm’s New Hampshire office. Prior to these roles, she led the Veris’ Women, Wealth and Impact strategy, co-authoring several papers on gender smart investing, including “Gender Lens Investing: Bending the Arc of Finance for Women & Girls,” which you will read in the first session of the course. Alison is an Invest for Better Pathfinder. She also serves as an advisor to the Northern New England Women Investor Network.