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Aradna Kejrawal shares insights on her work as an Outsourced Chief Investment Officer (OCIO) and discusses how women are reshaping the investment landscape with their growing control of wealth and unique perspectives on risk.

• OCIOs function as dedicated investment departments for advisory firms, providing sophisticated research and investment management while allowing advisors to focus on client relationships
• AI serves as a companion in finance, making processes more efficient without replacing human judgment and relationship management
• The value of customization in investment services—creating tailored solutions rather than cookie-cutter approaches
• Women will control $34 trillion (38%) of US investable assets, making women-focused investment strategies increasingly important
• Women tend to be "risk aware" rather than simply conservative investors, bringing valuable perspectives to investment committees
• Financial literacy initiatives are crucial for empowering women as investors
• Advice for young women in finance: recognize that skills managing household finances translate directly to professional investing

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Straight Talk for All - Nonsense for None

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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.