Sustainable & Impact Investing Questionnaire

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Email *

Who manages your investments? *

Myself or a family member

Personal Financial Advisor

Online robo-advisor (Betterment, Wealthfront, Ellevest etc.)

I do not invest

Other

Required

If you have investments outside of retirement funds, how much capital do you have in your portfolio?

If you have an IRA account, how much capital do you have in your portfolio?

If you have a 401k or other employer-sponsored plan, how much capital do you have in your portfolio?

Are you familiar with sustainable and impact investing (often referred to as Socially Responsible Investing or Environmental, Social, and Governance investing)? It generally means aligning your investments with your values, whether that’s lowering carbon emissions, improving board diversity, promoting equal pay, divesting from tobacco, etc. *

I am very familiar with it

I am somewhat familiar

I’ve never heard of it

Are you interested in sustainable and impact investing? *

Yes

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