Encasa Customer Survey Encasa was created to help housing providers effectively invest their capital reserves. Our goal is to assist all our clients prepare for their financial future today, so you can continue to operate for years to come. The purpose of this survey is to assist us in understanding how Encasa can better meet the needs of its clients and to improve the value we offer. Question Title * 1. My organization is a: Co-operative Non-Profit Other (please specify) Question Title * 2. Is your organization required by the Housing Services Act to invest in Encasa? Yes No Question Title * 3. How would you rate your familiarity with Encasa and the Social Housing Investment Program? No understanding or awareness Advanced understanding Clear i We adjusted the number you entered based on the slider’s scale. Question Title * 4. Do you use other companies for investments? If so, click all that apply: Bank Credit Union Other financial advisor/financial services company Not applicable Additional Comments: Question Title * 5. Thinking about your priorities relating to investments, rank the following items in order of importance to your organization: Question Title * 6. How would you rate your satisfaction with Encasa’s investment products and services currently? Very Dissatisfied Somewhat Dissatisfied Neutral / Not Applicable Somewhat Satisfied Very Satisfied Very Dissatisfied Somewhat Dissatisfied Neutral / Not Applicable Somewhat Satisfied Very Satisfied Additional Comments: Question Title * 7. How would you rank your customer experience with Encasa? Negative Neutral Positive N/A - I have never had contact with Encasa Negative Neutral Positive N/A - I have never had contact with Encasa Question Title * 8. Thinking about your board and/or staff, what type of information do you think would be most useful for your organization? Investing 101 Checklists & templates (e.g., how to place an order) Investment guides (e.g., investing considerations, devising an investment policy) Investment allocation tool connected to your capital plan Market information Case studies featuring housing providers with effective investment strategies Additional Comments: Question Title * 9. What is the best way of delivering such educational information? Rank the following in order of your preference. Question Title * 10. Which of the following topics would be of interest to you as webinars? Funds in focus: what is my organization investing in? How to Create and Investment Strategy for your Board Connecting capital planning and capital reserves -- how your asset management/capital plans can inform what portfolio mix is right for your organization How do Encasa’s mutual funds work? Housing provider case studies on successful investment strategies Additional Comments/Suggestions: Question Title * 11. How often would you like our investment advisors to reach out to your organization for meetings? Biannually Annually We will contact you if we’d like a meeting Question Title * 12. How can Encasa improve its value to housing providers? Is there anything else Encasa can do to improve its value to your non-profit/co-op or the community housing sector as a whole? Question Title * 13. Contact Information (Optional): Done