Ethical Investor Questionnaire
This questionnaire will help you understand where your ethics sit relative to other investors who have taken the quiz.

It will also help the Rask Australia investing team to do their research and scrutinise ETF providers, Super funds and fund managers based on the ethical factors that are most important to you.

Please take your time and consider the questions carefully.

Here are some notes to understand the questions:

- Shares: most people know that shares are part ownership of a business. So if a business operates in XYZ industry and you think that industry is not ethical, it can be excluded from a share portfolio. Remember, you can own shares directly (in a brokerage account) or via an ETF, managed fund or inside Super. To keep this quiz simple we use hypothetical examples with 'ETFs that invest in shares or bonds'.

- Bonds: these are a form of investment in the 'debt' market. They are similar but different to share investments. For example, if a company like Telstra has debt an investor in the bond market might buy part of that debt, which helps fund Telstra's operations.

- Commodities: these are often physical things (or contracts) that can be traded or sold in a market. For example, in this quiz, a commodity should be considered as things like gold, iron ore, copper, coal, etc.
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How would you rate your knowledge of ethical and sustainable investing? *
Which of these definitions best describes ETHICAL investing? *
Which of these definitions best describes SUSTAINABLE investing? *
Imagine you can wave a magic wand and every investor on the stock market can no longer buy shares in companies from certain industries. A flick of your wrist and every investor cannot invest! Which industries would you make everyone avoid (you can select more than one): *
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You're wanting to invest in a fund managed by a professional investor. Fund Manager A says they invest ethically because their fund excludes shares of companies in the industries of tobacco, pornography and weapons. Fund Manager B says they're more ethical because they avoid companies which contribute heavily to climate change (e.g. fossil fuel production & heavy transportation) and deforestation (e.g. timber companies). Which fund is MORE ethical? *
Let's say you own two ETFs, an 'ethical ETF’ that matches your personal ethics, and another ETF that isn't entirely ethical (i.e. it's just a normal ETF). In the next 5 years, the ethical ETF returns 7% per year, on average. The ‘normal ETF’ makes 8% (i.e. 1% more, per year). Are you: *
You've heard some Australian robo advisers say that investing in gold might have benefits for a portfolio (and it's in their ethical portfolio). You've also heard that investing in gold via an ETF can be as easy as clicking a button. Is investing in an ETF which owns gold on your behalf an ethical investment? *
You’re looking at two ‘ethical ETFs’, Fund A and Fund B. Fund A applies only "negative" screens to avoid companies doing ‘bad’ things (think: companies that make weaponry, enable gambling etc.). Fund B doesn’t apply a negative filter, but it invests more in companies that are top performers on carbon emissions and environmental/social policy (from any industry). Which ETF is MORE ethical? *
Many ethical ETFs and fund managers do NOT invest in mining companies. Is investing in shares of mining companies ethical or unethical? *
Imagine you own 2 ETFs, an ‘ethical ETF’ matching your personal ethics, and an ETF with no ethical focus or screens (i.e. just a normal ETF). The fee for the ‘ethical ETF’ is 1.2% while the fee for the ‘normal ETF’ is 0.2%. Over the next 5 years, both ETFs return 8% per year BEFORE fees, on average. Would you be: *
Can an ETF or investment fund be ethical without using 'human input' in its investment process? *
Can an ETF or investment fund be considered a sustainable investment without using ‘human input’ in their investment process? *
If an ethical ETF invests in nuclear power (among other industries), would you still consider it to be ethical? *
If an ethical ETF invests in a company that produces 20% of its revenue from alcohol production, would you still consider it to be ethical? *
If an ethical ETF invests in buy now, pay later (BNPL) providers, would you still consider it to be ethical? *
If an ethical ETF invests in genetic modification (among other industries) for things like food, would you still consider it to be ethical? *
You’re looking at a company that operates in the mining industry. This company is not a miner itself but it provides software to mining companies that make their operations more efficient, reducing carbon emissions and the miners’ impact on the environment. Is this an ethical investment? *
You’re looking to invest in an ethical ETF. This ETF applies filters to exclude companies with direct exposure to industries like fossil fuel mining, gambling, tobacco and weaponry. However, the ETF has a large proportion of its funds in financial institutions (banks and other lenders) that may (and often do) provide loans or other support to companies in these industries. Is this an ‘ethical’ ETF? *
An ethical ETF has been certified as ethical by an organisation like the Responsible Investment Association Australasia (RIAA). Is it ethical? *
You invest equally across 3 ETFs. One is an ethical shares ETF that has been certified by RIAA and it matches your personal values and ethics. The other ETFs are a bond ETF (government and corporate bonds) and a broad US shares ETF. Is this an ethical portfolio? *
You own an ethical shares ETF, a ‘normal’ US shares ETF and a 'normal' bond ETF. Is there any point in buying one ethical ETF if your other investments aren’t certified as ethical? Select the answer that BEST matches your thoughts. *
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