Women's Financial Wellness Survey Results
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5 Responses
How do you evaluate the economic outlook for the US economy?
Some concerns but generally positive Positive about the future Concerned about the economy but can course correct The US economy is in trouble Some concerns but generally positive 40% 2 Positive about the future 20% 1 Concerned about the economy but can course correct 20% 1 The US economy is in trouble 20% 1 Reports Create your own Jotform Report - It’s free Create your own Report
Women's Financial Wellness Survey
Women's Financial Wellness Survey
Have you ever received a nancial windfall of approximately $100,000 or more (e.g., inheritance, lottery, exit, or large bonus)?
3 Responses- 2 Empty
No Yes No 67% 2 Yes 33% 1
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Women's Financial Wellness Survey
If yes, please rate the impact on the following aspects of your life on a scale from 1 (No Change) to 5 (Life-Changing Impact):
1 Response- 4 Empty
1 2 3 4 5 Financial Security Debt Repayment Home Ownership/Up… Retirement Plans Investments Education (self or dep… Overall Quality of Life 0 0.5 1 1.5 2 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 1 100% 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 1 100% 0 0% 0 0% 0 0% 1 100% 0 0% 0 0% 0 0% 0 0% 1 100% 0 0% 0 0% 0 0% 0 0% 0 0% 1 100% 0 0% 0 0% 0 0% 0 0% 0 0%
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Women's Financial Wellness Survey
How active are you in managing your personal or joint nancial assets and investments? 5 Responses I am solely responsible for managing my/our nancial investments. I am responsible for managing my/our nancial assets and investments but with additional advice and consultation with others I share responsibility in managing my/our assets and investments with my partner. I am solely responsible for managing my/our nancial investments. 60% 3 nancial assets and investments but with additional advice and consultation with others 20% 1 I share responsibility in managing my/our assets and investments with my 20% 1
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Women's Financial Wellness Survey
My investments include: 27 Responses Public Stocks/Mutual funds 19% 5 IRAs 19% 5 Bonds & CDs 15% 4 Private Equities/Venture Capital 11% 3 Direct Angel Investments 11% 3 Other entries 26% 7
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Women's Financial Wellness Survey
Considering your investment preferences, to what extent do you prioritize companies with a focus on solutions that over-index for women’s priorities or focus?
5 Responses
I
I signi cantly prioritize investing in companies that enhance women’s lives as I de ne it. Neutral/Undecided. I consider companies that enhance women’s lives, but it's not a primary factor in my investment decisions.
signi cantly prioritize investing in companies that enhance women’s lives as I de ne it. 40% 2 Neutral/Undecided. 40% 2 I consider companies that enhance women’s lives, but it's not a primary factor i 20% 1
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Women's Financial Wellness Survey
Considering your investment preferences, to what extent do you prioritize companies with women in leadership?
5 Responses
I consider women and diverse leadership but it's not a primary factor in my investment decisions. I signi cantly prioritize investing in companies with women and diverse leadership
er women and diverse leadership but it's
a primary factor in my investment decisions. 60% 3 I signi cantly prioritize investing in companies with women and diverse leadership 40% 2
not
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Women's Financial Wellness Survey
Which areas or industries are you personally interested in investing in? Select all that apply: 22 Responses Active aging and longevity 23% 5 Women’s health/ femtech 14% 3 AI/Data 14% 3 Media & Entertainment 14% 3 SAAS/Software 14% 3 Other entries 23% 5
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Women's Financial Wellness Survey
How important is the political climate to you today? 5 Responses Very important Important but one of many issues I follow Generally aware but not important Very important 60% 3 Important but one of many issues I follow 20% 1 Generally aware but not important 20% 1
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Women's Financial Wellness Survey
Do you plan on voting in the next US election?
Responses
5
Yes Yes 100% 5
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Women's Financial Wellness Survey
Responses
Democrat Republican Independent No a liation Democrat 40% 2 Republican 20% 1 Independent 20% 1 No a liation 20% 1
Do you identify with a political party/area? 5
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Women's Financial Wellness Survey
Considering political issues, please rank your top three priorities. Rank these issues in order of political importance, with 1 being your highest priority and 3 being the third-highest priority.
5 Responses
1
Taxes The Eco… Illegal I… Workers…Women’…Pro-Life … A orda… EducationLGBTQ i…Tradition…Democr… Terrorism Homela… A strong…Internati…Global C… Other 0 0.5 1 1.5 2 2.5 3 2 40% 1 20% 1 20% 0 0% 1 20% 0 0% 1 20% 2 40% 1 20% 1 20% 1 20% 1 20% 1 20% 1 20% 1 20% 1 20% 0 0% 0 0% 1 20% 0 0% 1 20% 2 40% 2 40% 2 40% 0 0% 0 0% 1 20% 0 0% 0 0% 0 0% 1 20% 0 0% 1 20% 0 0% 0 0% 0 0% 0 0% 1 20% 1 20% 0 0% 0 0% 1 20% 2 40% 1 20% 0 0% 0 0% 1 20% 0 0% 1 20% 1 20% 1 20%
2 3
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Women's Financial Wellness Survey
How do you perceive the role of corporations in supporting women's leadership in the workforce?
Responses
Companies are moderately supportive but could do more to promote women’s leadership. Companies are highly supportive and actively promote women's leadership. Companies need signi cant improvement in supporting women's leadership. Companies are not supportive of women's leadership.
5
Companies are moderately supportive but could do more to promote women’s leadersh 40% 2
are highly supportive and actively promote women's leadership. 20% 1 Companies need signi cant improvement in supporting women's leadership. 20% 1 Companies are not supportive of women's leadership. 20% 1
nies
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Women's Financial Wellness Survey
How
5 Responses t the future but feel it takes more to succeed than in prior generations 80% 4 I
20% 1
would you describe your overall outlook on your future? Select one:
have signi cant concerns about the future but feel there’s an opport
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Women's Financial Wellness Survey
How do you feel about the futures of the next generation? Select one:
5 Responses
Very Optimistic Hopeful, with a belief in their ability to shape their future Neutral/Undecided Concerned, but see the potential for positive change Very Optimistic 40% 2 Hopeful, with a belief in their ability to shape their future 20% 1 Neutral/Undecided 20% 1 Concerned, but see the potential for positive change 20% 1
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Women's Financial Wellness Survey
Thank You!
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