August 23, 2016 ─ Atlanta, GA: GV is pleased to announce that Aradhana Kejriwal, CFA®, has been elected to the Board of Trustees for the CFA Society of Atlanta. Kejriwal, the firm’s Director of Investments, began her term on July 1, 2016 and is serving as Treasurer.
The CFA Society of Atlanta — also known as the Atlanta Society of Finance and Investment Professionals (ASFIP) — is a nonprofit service organization that seeks to foster “the highest level of professional ethics, standards, and competence among the investment professionals of Greater Atlanta.” Their mission is to enhance the profession offering educational programs to members and the local financial community.
An Advocate for Gender Diversity
The Society also chose Aradhana Kejriwal to represent the organization at September’s Global Conference for Alpha and Gender Diversity: The Competitive Edge in Boston.
Sponsored by the CFA Institute’s Women in Investment Management Initiative, the conference is part of “an ongoing effort to build the business case for diversity in the investment profession.” The three-pronged initiative seeks to:
1. Increase the number of women who join the financial profession,
2. Retain women in the profession and thus influence culture from within, and
3. Create demand for diversity as an industry imperative.
“I’m thrilled to join the CSA Society’s Board of Trustees and to attend the diversity conference,” says Kejriwal. “Gender diversity is more than a challenge for our profession; it’s a personal mission for me. Globally, women are still underrepresented in the investment profession.”
Studies link greater gender diversity to better investor outcomes
A growing body of research shows that gender-diverse teams lead to improved corporate performance and better investor outcomes, even if the evidence about why this is so remains unclear.
“A 2015 McKinsey Global Institute report found that advancing women’s equality could add $12 trillion to global growth in 2025, an 11% increase. That’s an enormous figure,” Kejriwal emphasizes.
“At GV, we make a habit of going where the evidence points us,” she continues. “Research shows that corporations that fail to promote gender diversity are leaving significant value on the table. Thus, as an investment professional trained to make decisions based on compelling evidence, I could never recommend ignoring the value of gender diversity.”
Aradhana Kejriwal’s election caps off a remarkable year for GV’s hardworking Director of Investments. In addition to researching, selecting and managing investments, Kejriwal recently expanded her responsibilities to oversee investment operations for the firm. Somehow she also found time to advance her technical skills: earlier this year, she passed the FINRA® Series 7 General Securities Representative examination. She’s now preparing for the FINRA® Series 63 Uniform Securities Agent State Law and Series 24 General Securities Principal examinations.
ABOUT GV FINANCIAL ADVISORS
Believed to be the first and only Behavioral Wealth Management firm in the U.S., GV has invested over a decade applying the scientific principles of neurobiology, Behavioral Economics and Behavioral Finance to create a new paradigm in wealth management. Established in 1991, GV is one of the leading registered investment advisory firms in Atlanta with $1.125 billion in assets under management as of December 31, 2015. Over the years, GV & its team have earned spots on a number of prestigious lists, including Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. Registered Investment Advisors, Financial Advisor’s U.S. RIA Ranking, & the Financial Times FT 300, based on assets under management and other factors. Their writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post.