Finance Professionals Study 2

Pre-screener

SIS Research (www.sisinternational.com) is conducting a phone interview with finance professionals who sell/use/invest 3rd Party Mutual Funds and are familiar with or involved in fund selection/distribution.

We are providing a $ 100 compensation for completing a 30-min phone interview if you qualify and are selected.

The topic is about thematic equity strategies, market trends and product usage. The interview will remain anonymous and no sensitive questions will be asked as the interview is mainly for research purposes.

To be considered, please answer a few short pre-screening questions below.

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* 1. What is your contact information?

Name

Company

City

Country

Email Address

Phone Number

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* 2. What is your job title?

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* 3. Please provide a link to your Linkedin:

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* 4. Does your organization use external or 3rd party investment providers?

Yes

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* 5. To what extent are you involved in the selection, purchase or distribution of 3rd party retail fund products?

I play a major role in the process

I share in the process

I make recommendations

I am responsible for implementing the decisions made

I am not involved

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* 6. What is your role in the selection, purchase or distribution of 3rd party retail fund products?

An investment committee member

An analyst or pre-selector: You select a menu of third party retail funds or make recommendations to the client portfolio managers or the sales force

Selecting from an existing menu of third party retail funds

Other (please specify)

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* 7. How many persons are involved in the selection team?

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* 8. Which of the following describes your area of responsibility regarding 3rd party retail funds?

Retail Banking

Insurance - including unit-linked products

Private banking

Financial advice / Intermediary services (tied/independent)

Fund supermarket / Online fund platform

Fund of funds management

Securities firm

Other (please specify)

Please press "done" to submit the pre-screener to continue. If you are a match, we will get in contact with you for next steps. Learn more about other studies at www.sisfocusgroups.com