Center for Women & Wealth

Supporting women as they create and manage wealth

Cultivating a community of women

The Center for Women and Wealth® (CW&W) is committed to engaging and supporting women as they create and manage wealth. We provide women with investment, planning and philanthropic resources derived from decades of experience through work with our Private Banking clients. The CW&W aims to cultivate a community, in person and online, where women can share experiences with each other and give advice to new generations of female leaders.

Women & Wealth Magazine Spring Issue 2024

In this issue of Women and Wealth, we release our annual list of Women to Watch, investigate the gap in women’s health care, and discuss the power of storytelling. We also learn how to navigate the tensions of the coming election season and explore the meaning of financial feminism.

Our Latest Insights

McKinsey Health Institute
Closing the Women’s Health Gap: Harnessing a $1 Trillion Opportunity

Women spend 25% more time in poor health than men.
Per 100 capita, women spend 12 years lived with disability vs. nine years for men.
What are the underlying reasons for the women’s health gap?

  1. Limited understanding of sex-based differences
  2. Constrained access to sex-appropriate care
  3. Data gaps resulting in women’s health burden being undercounted
  4. Low investment limited scale of innovation

More than half of the women’s health gap affects women during their working years, which significantly impacts global GDP.

  • Additional healthy life years lived in 2040 in disability-adjusted life year (DALY) millions:
    • An average of 60% of additional healthy life years are gained in the working age group (20s to 60s).
  • Women’s incremental GDP impact by 2040 by age group, GDP impact in $ billions:
    • An average of 80% of the GDP impact is generated in the working age group (20s to 60s).

The majority of DALYs stem from conditions which impact women differently or disproportionately.

  • Total global women’s health burden – breakdown of conditions, 2019, % of total global DALYs:
    • 5% are related to women-specific conditions (e.g., menopause)
    • 4% are related to conditions that affect women differently (e.g., cardiovascular disease)
    • 47% are related to conditions that affect women disproportionately (e.g., autoimmune disease, migraines)
    • 43% are conditions for which there is no current evidence that women are affected disproportionately or differently (e.g., leukemia)

Closing the gap could generate more than $1 trillion annual GDP by 2040.

Closing the women’s health gap requires action on six fronts:

  1. Increase awareness of the women’s health gap
  2. Enhance access to sex-appropriate care
  3. Systematically collect and analyze sex-, ethnicity-, and gender-specific data
  4. Close research gaps in women’s health
  5. Increase funding and incentivize new financing models
  6. Supporting policies that will advance women’s health

Past Issues of Women & Wealth Magazine


New America: Better Life Lab

The Better Life Lab, an initiative from the think tank and civic enterprise New America, is a leader in the national conversation surrounding the evolution of gender roles and norms, family policy and how we work and live. They are policy entrepreneurs finding outside-the-box solutions to public problems and using research, data and reporting to inform their work and tell the stories that motivate, edify and engender change.

Women’s Philanthropy Institute

The Women’s Philanthropy Institute (WPI) is part of the Indiana University Lilly Family School of Philanthropy. WPI increases understanding of women’s philanthropy through rigorous research and education, interpreting and sharing these insights broadly to improve philanthropy.

If you would like to be more involved with the CW&W, contact us at CW&


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This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.


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