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Investment Profile Questionnaire 
Investment Profile Questionnaire 
This assessment is used to inform our conversation about how to invest your money. It should take about 5 minutes or less to complete.
13Questions
Investment Profile Questionnaire
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    ESG investing is a form of sustainable investing that considers environmental, social and governance factors to judge an investment’s financial returns and its overall impact. An investment’s ESG score measures the sustainability of an investment in three specific categories: environmental, social and corporate governance. Some examples of areas addressed by ESG include: Carbon emissions, Air and water pollution. Deforestation, Green energy initiatives, Waste management, Water usage, Employee gender and diversity, Data security, Customer satisfaction, Company sexual harassment policies, Human rights at home and abroad, Fair labor practices, Diversity of board members, Political contributions, Executive pay, Large-scale lawsuits, Internal corruption, Lobbying.
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