Socially Responsible Investment Preferences Questionnaire

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What we're covering today:

An increasing number of investors are now calling on their money to make a more positive impact on society and the world at large. This questionnaire aims to narrow down your priorities in relation to the numerous considerations in this area to assist us to build an appropriate investment portfolio that still works to achieve your goals.

To complete this checklist work through each of the ethical considerations and provide your tolerance preference to each. The primary areas we give consideration to are as follows:

Adult Entertainment

Alcohol

Coal Mining

Fossil Fuel

Gambling

Gold Mining

Mining

Tobacco

Uranium Nuclear

Weapons

Let's begin!

Average completion time: 11 minutes.
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Name* This field is required.Before we start, we need to get your full name for our records.
First Name
Last Name
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Email* This field is required.Please use the same email you provided to us.
example@example.com
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Fossil Fuel Powered Energy* This field is required.How concerned are you about products that permit investment in fossil fuel powered energy stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Gambling* This field is required.How concerned are you about products that permit investment in gaming/gambling manufacturers stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Alcohol* This field is required.How concerned are you about products that permit investment in alcohol manufacturers stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Tobacco* This field is required.How concerned are you about products that permit investment in tobacco manufacturers stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Uranium / Nuclear* This field is required.How concerned are you about products that permit investment in uranium mining or nuclear energy stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Weapons* This field is required.How concerned are you about products that permit investment in weapons manufacturers stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Coal Mining* This field is required.How concerned are you about products that permit investment in thermal coal mining stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Gold Mining* This field is required.How concerned are you about products that permit investment in gold mining stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Adult Entertainment* This field is required.How concerned are you about products that permit investment in adult entertainment stocks or bonds?
Not concerned about this area (I am happy with investments that invest in this area)
Somewhat concerned about this area (I would like to consider funds that avoid this area but only if they are a suitable quality substitute)
Very concerned about this area (limit investment as much as possible in this area)
No tolerance for investments in this area (do not invest in this area if possible)
I don't know
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Discussion NotesPlease feel free to enter any thoughts or questions that you have on the questions in this questionnaire.
Huge
Large
Normal
Small
Ok
Ok
Should be Empty:

What we're covering today: