1.How important are ratings to you in the following areas?

Fund Selection

Performance Monitoring

Client Reporting

5 - Very important

Fund Selection

Performance Monitoring

Client Reporting

4 - Important

Fund Selection

Performance Monitoring

Client Reporting

3 - Useful

Fund Selection

Performance Monitoring

Client Reporting

2 - Interesting

Fund Selection

Performance Monitoring

Client Reporting

1 - Not important

Fund Selection

Performance Monitoring

Client Reporting

2.What is the minimum crown rating you require for a fund to gain admission to your shortlist?

5 Crowns

4 Crowns

3 Crowns

2 Crowns

1 Crown

We don't select based on FE Crowns

3.How important are the following factors in deciding which ratings to use?

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

Independence

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

Client familiarity with the rating

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

Convenience

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

Methodology

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

Accuracy

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

Reactive - changes made as events happen

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

Breath of complimentary ratings

5 Very Important

4 Important

3 Neutral

2 Not Important

1 Irrelevant

4.How important are the following ratings in your fund selection processes?

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

FE Crown Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

FE Alpha Manger Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

FE Risk Scores

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Morningstar OBSR Analyst Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Morningstar Star Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Citywire Manager Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

RSM Fund Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Any Passive Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

5.How important are the following ratings in your client reporting processes?

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

FE Crown Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

FE Alpha Manger Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

FE Risk Scores

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Morningstar OBSR Analyst Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Morningstar Star Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Citywire Manager Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

RSM Fund Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

Any Passive Ratings

Very Important

Important

Interesting

Not used - Not Familiar

Not used - Poor Quality

6.How likely is it that you would recommend FE ratings to a friend or colleague? (1- Not Likely, 10 Very Likely)

1

2

3

4

5

6

7

8

9

10

7.What changes would we need to make to improve the answer to your previous question?

8.Please enter your email address if you wish to be entered into the prize draw for a £100 M&S voucher.