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.

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1. Please indicate the importance of each of the following PHYSICAL characteristics on your manager selection process:

  Extremely Important Somewhat Important Neutral Somewhat Unimportant Not At All Important
physically fit
strong handshake
well dressed
well groomed
strong voice
attractive facial features
full head of hair
good eye contact
height

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4. Please indicate the importance of each of the following EXPERIENCE / PEDIGREE attributes on your manager selection process:

  Extremely Important Somewhat Important Neutral Somewhat Unimportant Not At All Important
Has a long tenure at previous institutions
Has an MBA degree
Attended an elite graduate school
Has a strong network
Attended an elite undergraduate institution
Has another professional degree (MD, CPA, CFA, JD, PhD, Masters)
Has previously worked at prestigious institutions
Has high GMAT / SAT / GRE / GPA scores

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7. Please indicate the importance of the following COGNITIVE characteristics in your manager selection process:

  Extremely Important Somewhat Important Neutral Somewhat Unimportant Not At All Important
Abstract reasoning ability
Wisdom
Intuitive thinking ability
Is a flexible thinker
High level of intelligence
Ability to think outside the box
Possesses a specific area of specialization
Has a broad knowledge base
Rational thinking ability
Ability to think independently
Clarity of thought

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11. Please indicate the importance of the following SOCIAL / PERSONALITY traits:

  Extremely Important Somewhat Important Neutral Somewhat Unimportant Not At All Important
competitiveness
confidence / self esteem / conviction
leadership ability
motivation / drive
involvement / engagement
perseverance
ability to communicate / communication skills
trust / honesty / integrity / ethical
gregarious / personable / charismatic
hard working / strong work ethic
goal oriented / focused
quirky / eccentric
intellectual curiosity
diligence / tenacity
emotional awareness / emotional IQ
passion / enthusiasm
risk tolerance
likability (do I like them?)
candor
sense of humor
humility

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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

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16. Please indicate your organization type

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17. Please indicate your total portfolio size:

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18. Please indicate your title.

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19. Please indicate your areas of coverage (please check all that apply).

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20. I would be willing to participate in additional surveys of this type

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21. I would like you to email me the results when compiled.

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22. If you answered "yes" to either question 20 or 21, please provide your contact information.

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