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  1. Surveys
  2. 2016
  3. May
  4. S
  5. SRI Questions
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In order to analyze SRI practices into the financial sector, we would like to know what you think about SRI and to what extent you wish to include or exclude in your portfolio companies that exhibit the characteristics highlighted in this questionnaire.

It will take approximately 10 minutes to complete the questionnaire.

Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
 
Q1 Please indicate the number that represents how much you agree or disagree with the following general statements. 1 - Strongly Agree; 2 - Agree; 3 - Neutral; 4 - Disagree; 5 - Strongly Disagree



When I invest in a fund....
1 2 3 4 5
* I want to make sure my investment has values that fit me.
* I do not want to profit from activities I don't share values with.
* I believe that my investment should reflect my values, even if that means accepting a lower rate of return.
* I believe that my portfolio should pursue the highest rate of return, even if some of my holdings will not reflect my social values.
* I am interested in placing a small percent of my portfolio in Community Impact Investments that engage in community development, microcredit lending and low income housing programs, even if it means accepting a below market rate of return.
* I pay attention to the industries selected or excluded from the fund and make sure it is SR.
* I only look for a positive image for my institution.
* I look for lowering the risk of conflicts with NGOs and other advocacy groups that can damage the image of my company or institution.
* I look for lowering the risk of my investment.
* The criteria screening may help identify companies with long-term growth potential.
1 2 3 4 5
* I pay more attention to funds that offer short term ROI.
* I am convinced that SRI funds outperform traditional funds.
* When I choose SRI funds, I expect a better return on investment.
* I do not choose SRI funds because I think it is sacrificing the potential return of my investment compared to a traditional investment.
* I pay attention to the environmental criteria of the fund.
* I pay attention to the social criteria of the fund.
* I pay attention to the governance criteria of the fund.
* I look at the integrated reporting of the institution that manage the fund.
* I look at the publications related to the fund.
* I look for transparency of the funds results.
* I look at the way the fund is highlighted by the institution that manage the fund.
* I choose SRI funds that are labelised.
* I pay very attention to funds labels.
 
 
Q2 - Avoidance screens
Avoidance screens are a traditional values-based and socially responsible investing approach. Avoidance screens are offered in 5 levels of concern : 1 (Very low concern), 2 (Low concern), 3 (Neutral), 4 (High concern), 5 (Very high concern).
The strictest avoidance screens are “High”.
1 2 3 4 5
* Adult Entertainment - this screen avoids companies with any involvement in the production or distribution of sexually explicit or violent content, including print, video, games, websites, movies, or live performance.
* Alcohol - this screen avoids companies involved in the manufacturing and distribution of alcohol, both wholesale and retail.
* Animal Testing – this screen avoids companies that conduct live animal testing in the development of pharmaceutical and non-pharmaceutical products and those companies with no official policy regarding treatment of animals in testing.
* Bioethics – this screen avoids companies involved in research using human embryonic stem cells and/or fetal tissue, either directly or through proxy arrangement.
* Gambling – this screen avoids companies involved in the ownership or operation of casinos, gaming parlors, racetracks, online gaming and /or sale of such gaming equipment.
* Life/Choice - this screen avoids companies engaged in the manufacture, marketing, and/or licensing of abortifacient or contraceptive production or that provides voluntary abortion services.
* Military & Defense – this screen avoids companies involved in the manufacture of conventional military weapons, nuclear weapon systems, landmines, firearms or ammunition manufacturing.
* Nuclear Power – this screen avoids companies involved in the ownership or operation of an active nuclear reactor or those that derive or purchase nuclear electricity for resale as well as suppliers to the nuclear industry.
* Tobacco - this screen avoids companies that derive any revenue from the production or processing of tobacco or tobacco products and/or sale or distribution or supply materials intended primarily for use in tobacco products.
 
 
Q3 - Qualitative screens
For qualitative screens, we consider the strengths of a company’s ESG policies and practices to determine overall portfolio suitability for each investor. Qualitative screens
are offered in three levels of importance: 1 (Not important at all), 2 (Not important), 3 (Neutral), 4 (Important), 5 (Very important). Indicate the level of importance you would like for each
screen.
1 2 3 4 5
* Corporate Governance - this screen evaluates a company’s policies and practices as they apply to Corporate Governance to best enhance shareholder and stakeholder value. Specifically, companies are evaluated in the areas of Auditing and Accounting practices; Board Accountability, Composition, Independence; and CEO compensation.
* Employee Relations - this screen evaluates a company’s performance in areas such as Employee Diversity among senior management and disclosure, Sexual orientation nondiscrimination policy, Same-sex benefits, Employee benefits, and history of Strikes or Labor Actions.
* Environmental Performance – this screen evaluates practices regarding Climate Change policy, emissions and disclosure, Environmental Policy Disclosure and Environmental Performance encompassing Superfund Sites, toxic emissions and trends.
* Community & Politics – this screen evaluates Community Involvement programs and policies, Lobbying expenses, etc.
* Human Rights – this screen evaluates a company’s Human Rights policies, including child labor policy, and ties to oppressive regimes.
* Codes of Conduct -- this screen evaluates a company’s involvement in a series of specific programs which may include environmental, human rights, workforce or other issues Among those programs are The UN Global Compact, PRI, UNEP-FI Statements, CERES, Global Sullivan Principles and others.
* Recognition – this screens evaluates if a company has been recognized for encouraging diversity and creating a positive workplace.
 
 
 
* Q5 What category of investor are you?
 
Bank
 
Pension fund
 
Insurance company
 
UCITS
 
Other
 
 
 
 
* What is the country you are investing from?
   
 
 
 
* I have already invested in SRI funds?
 
Yes
 
No
 
 
 
Do you have any comment or suggestion on the topics raised in this survey?