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We appreciate you taking this survey. Please answer honestly as responses will be totally anonymous.

Instructions:

Assume that you are evaluating a manager for investment. Assume that the manager invests in an asset class you wish to gain exposure to. Assume that they meet your requirements such as service providers (prime broker, accountant, legal), that they have the requisite amount of staff (CFO, compliance, number of analysts), that they have sufficient assets under management and have fees and liquidity provisions which are acceptable to you. 

Assuming that all of those criteria are acceptable, and holding all else equal, we are curious as to the importance you put on different personality traits and other attributes when selecting a manager. In each section, you will be asked how important you feel different attributes are and then asked to force rank your top 2 to 3 attributes in each category.

We thank you again for your participation.
1.Please indicate the importance of each of the following PHYSICAL characteristics on your manager selection process:(Required.)
Extremely Important
Somewhat Important
Neutral
Somewhat Unimportant
Not At All Important
well dressed
full head of hair
well groomed
physically fit
strong voice
attractive facial features
strong handshake
height
good eye contact
2.Of the items in Question 1, please rank what you think is the MOST important factor.(Required.)
3.Of the items in Question 1, please rank what you think is the SECOND most important factor.(Required.)
4.Please indicate the importance of each of the following EXPERIENCE / PEDIGREE attributes on your manager selection process:(Required.)
Extremely Important
Somewhat Important
Neutral
Somewhat Unimportant
Not At All Important
Has high GMAT / SAT / GRE / GPA scores
Attended an elite undergraduate institution
Has previously worked at prestigious institutions
Has a long tenure at previous institutions
Attended an elite graduate school
Has a strong network
Has an MBA degree
Has another professional degree (MD, CPA, CFA, JD, PhD, Masters)
5.Of the items in Question 4, please rank what you think is the MOST important factor.(Required.)
6.Of the items in Question 4, please rank what you think is the SECOND most important factor.
7.Please indicate the importance of the following COGNITIVE characteristics in your manager selection process:(Required.)
Extremely Important
Somewhat Important
Neutral
Somewhat Unimportant
Not At All Important
Abstract reasoning ability
Has a broad knowledge base
High level of intelligence
Ability to think independently
Intuitive thinking ability
Ability to think outside the box
Wisdom
Possesses a specific area of specialization
Clarity of thought
Rational thinking ability
Is a flexible thinker
8.Of the items in Question 7, please rank what you think is the MOST important factor.
9.Of the items in Question 7, please rank what you think is the SECOND most important factor.
10.Of the items in Question 7, please rank what you think is the THIRD most important factor.
11.Please indicate the importance of the following SOCIAL / PERSONALITY traits:(Required.)
Extremely Important
Somewhat Important
Neutral
Somewhat Unimportant
Not At All Important
trust / honesty / integrity / ethical
likability (do I like them?)
intellectual curiosity
risk tolerance
involvement / engagement
humility
quirky / eccentric
goal oriented / focused
diligence / tenacity
hard working / strong work ethic
perseverance
motivation / drive
passion / enthusiasm
emotional awareness / emotional IQ
competitiveness
ability to communicate / communication skills
candor
sense of humor
confidence / self esteem / conviction
leadership ability
gregarious / personable / charismatic
12.Of the items in Question 11, please rank what you think is the MOST important factor.
13.Of the items in Question 11, please rank what you think is the SECOND most important factor.
14.Of the items in Question 11, please rank what you think is the THIRD most important factor.
15.Please rank order the following groups of characteristics when selecting a manager.
Most Important
Second most important
Third most important
Least important
Physical Characteristics
Cognitive Attributes
Social / Personality Traits
Experience / Pedigree
16.Please indicate your organization type(Required.)
17.Please indicate your total portfolio size:
18.Please indicate your title.
19.Please indicate your areas of coverage (please check all that apply).
20.I would be willing to participate in additional surveys of this type
21.I would like you to email me the results when compiled.
22.If you answered "yes" to either question 20 or 21, please provide your contact information.