During ongoing volatility within traditional assets, investors are increasingly turning towards alternatives for potential access to higher returns with less risk. At the forefront of this shift has been Ellevest and the firm’s CIO, Sylvia Kwan, PhD, CFA, CAIA.
In a recent interview with Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, the two discussed how the alternative investment space and private wealth management are overlapping more and more. Additionally, as Ellevest maintains a conscious effort to make investing more accessible for women, Sylvia discussed the example she’s trying to set for her entire industry.