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Links & Research Studies

As the nation's leading authority on the economic challenges and opportunities of American women, a strategic focal point for the Center is the creation of a robust and unrivaled repository of primary and secondary research. In addition to our internal research, we have also collected a comprehensive list of organizations and external research studies that provide useful information related to women as consumers and advisors of financial services. For links to valuable organizations, click on Organizations. For a list of useful research studies, click on Research Studies.


» Organizations

» Research Studies





Catalyst is dedicated to expanding opportunities for women and business. Catalyst’s work is rooted in groundbreaking research that is related to women.

Center for Retirement Research at Boston College

The Center for Retirement Research seeks to promote research on retirement issues and communicate the findings.

Center for Women’s Business Research

The Center for Women’s Business Research is a non-profit research institute dedicated to producing educational information that advances the economic, social and political impact of women business owners and their enterprises.

Institute for Women’s Policy Research

The Institute for Women’s Policy Research conducts research and disseminates its findings to address the needs of women, promote public dialog, and strengthen families, communities, and societies.

National Association of Women Business Owners

The National Association of Women Business Owners prides itself on being a global beacon for influence, ingenuity and action and is uniquely positioned to provide incisive commentary on issues of importance to women business owners.

National Council for Research on Women

The National Council for Research on Women is a network of 120 leading research, policy and advocacy centers dedicated to improving the lives of women and girls.

National Program on Women and Aging

The mission of the National Program on Women and Aging is to focus national attention on the special concerns of women as they age, to develop solutions and strategies for dealing with these concerns, and to reach out to women and organizations across the country, promoting the changes necessary to improve older women’s lives.

National Women’s Business Council

The National Women’s Business Council is a bi-partisan federal advisory council created to serve as an independent source of advice and counsel to the President, Congress, and the U.S. Small Business Administration on economic issues of importance to women business owners.

U.S. Census Bureau

The Census Bureau serves as the leading source of quality data about the nation’s people and economy.

U.S. Women’s Chamber of Commerce

The U.S. Women’s Chamber of Commerce unifies the collective strength of women to leverage their position as the most influential economic force in America.

U.S. Womens Bureau

The U.S. Women’s Bureau develops policies and standards and conducts inquiries to safeguard the interests of working women; to advocate for their equality and economic security for themselves and their families; and to promote quality work environments.

White House Council on Women and Girls

The mission of the Council is to provide a coordinated federal response to the challenges women and girls encounter and to ensure that all Cabinet and Cabinet-level agencies consider how their policies and programs impact women and families.

Women’s Economic Round Table (WERT)

WERT features women experts and seeks to educate the public in relation to economics, business, and finance.

Women’s Institute for a Secure Retirement (WISER)

The Women’s Institute for a Secure Retirement (WISER) is dedicated to the education and advocacy that will improve the long-term financial quality of life for women. WISER supports women’s opportunities to secure fair pensions and adequate retirement income through research, workshops and partnerships. is a worldwide community of businesswomen that connects women through columns, blogs, forums, television shows, and newsletters.


Research Studies

A Center Report - Financial Needs and Attitudes of Women of Color

A new report issued by The State Farm® Center for Women and Financial Services at The American College seeks to explore the financial goals, challenges and behaviors of women of color. It also highlights their level of comfort with financial management; their satisfaction with their current financial situation; and finally their attitudes and use of financial companies and professionals including selection characteristics such as ethnicity, gender and age.

Allianz - Money, Women, and Power Study

The Allianz Women, Money, and Power Study, sought to better understand the unique relationship women have with money. Findings conclude that despite their educational, professional, and financial gains over the past few decades, women still feel insecure about their financial futures.

Beeson Consulting Inc. - The Executive Leadership Imperative

“New Perspective on How Companies and Executives Can Accelerate the Development of Women Leaders” The study highlights that while women’s level of educational attainment and workforce participation make them great candidates for senior executive positions, there are some “unwritten rules” that govern the executive promotional process that may keep women from attaining these leadership positions. The study seeks to unravel investigate these barriers and provide guidance on ways to overcome them.

FPA & Ameriprise Financial – Findings from the FPA and Ameriprise Value of Financial Planning Study

This brief stems from a study launched by the Financial Planning Association and Ameriprise Financial. The purpose of the study was to discern investor confidence and the value of financial planning in today’s economy. The findings in this brief show that women have less peace of mind than men, however their confidence grows with professional financial planning and advice.

GenSpring - Women & Wealth: Executive Summary and Key Findings

GenSpring sponsored a study to determine the knowledge, involvement, awareness, decision making, attitudes, and wealth transfer intentions of wealthy women. This summary of key findings gives an overview of the results.

Insured Retirement Institute’s Women and Retirement Report - From Need to Opportunity: Engaging this Growing and Powerful Investor Segment

The Insured Retirement Institute’s Women and Retirement Report explores the reasons that women need to be concerned about preparing for their own retirement income needs, the viewpoints of women when it comes to investing, and how advisors might reach this population.

MetLife Mature Market Institute/ WISER/Mathew Greenwald & Associates - It’s Not Your Mother’s Retirement: A MetLife Study of Women & Generational Differences

This study was commissioned by MetLife to understand the attitudes and behavior of women concerning retirement. By specifically targeting mothers and their daughters, they were able to gain insight into some differing perspectives of various generations of women regarding retirement.

National Women’s Business Council – Key Facts: Women Business Owners and Their Enterprises

The following fact sheet contains useful statistics about women business owners and their enterprises. Information about the number of women-owned firms, their economic impact, key issues, etc can be found in these key facts.

National Women’s Business Council - Fast Facts: Women Business Owners and Their Enterprises

Facts on women business owners with regard to industry, geography, and demographics.

New York Life - How Women Can Turn Retirement Savings into Sustainable Income

Key findings from a survey conducted by New York Life to assist Americans in identifying and addressing the unique income concerns and needs of retirement.

Prudential Financial - Financial Experience & Behaviors Among Women

This study by Prudential Financial looks at the current landscape of women’s financial security and awareness. It also identifies the progress made and the challenges they continue to face in achieving their financial goals.

State Farm - “Financial Plan B” Survey Fact Sheet

A survey commissioned by State Farm Life Insurance Company to determine attitudes around financial planning, including what Americans view as their financial “Plan B” in retirement and if an unexpected major life change or crisis occurs. The study found that while 81 percent of all adults say having a back-up plan is very important, only 45 percent say they’ve actually planned ahead and are ready to weather a life crisis. For more on these findings click the link above.

State Farm/Kelton Research - The Musts of Trust Study

The State Farm Musts of Trust study offers a look at women’s attitudes toward financial security issues and what women want from their professional service providers to develop the trust that leads to a business relationship.

State Farm/Kelton Research - What Women Want In Life Survey TopLine Results

Kelton Research conducted a survey on behalf of State Farm for a National Opinion Study on financial services, here are the topline results.

White House Council on Women and Girls - Women in America: Indicators of Social and Economic Well-Being

This report pulls together information from across the Federal statistical agencies to compile baseline information on how women are faring in the United States today and how these trends have changed over time. The report provides a statistical portrait showing how women’s lives are changing in five critical areas: People, families and income, education, employment, heath, and crime and violence. - Powerful Women Leaders

Insight from women leaders on what makes a powerful woman.