Investment Preferences and Tools

Investment Portfolio

Thank you for taking time to participate in this short survey. As part of our continued efforts to bring you new insights, tools and products, we are exploring a number of new ideas. Here is your chance to have a say.

Managing your Porfolio

Question Title

* 1. On average, how much time would you spend managing your investments?

Almost none, someone else does this for me

A couple of times a year, in short bursts of activity

A few hours each month (3-10hrs/month)

A few hours each week (3-10hrs/week)

It's like a full time job for me

Question Title

* 2. What was your total portfolio's performance over the last year?

Negative

0 - 5%

5% - 10%

Above 10%

Don't know

Question Title

* 3. How would you rate the management of your portfolio last year?

Poor

Unsatisfactory

Neutral

Satisfactory

Excellent

Question Title

* 4. You've researched an investment and have come to the conclusion that you want to invest. However, a trusted adviser (e.g. financial adviser, colleague or friend) recommends you don't invest. Generally would you...

Go with your research and invest

Revisit your research before moving forward

Get a second opinion before moving forward

Go with the advice and don't invest