Business Professionals NYC and Boston Question Title * 1. What is your contact information? Name Company City/Town State/Province -- select state -- AL AlabamaAK AlaskaAS American SamoaAZ ArizonaAR ArkansasCA CaliforniaCO ColoradoCT ConnecticutDE DelawareDC District of ColumbiaFM Federated States of MicronesiaFL FloridaGA GeorgiaGU GuamHI HawaiiID IdahoIL IllinoisIN IndianaIA IowaKS KansasKY KentuckyLA LouisianaME MaineMH Marshall IslandsMD MarylandMA MassachusettsMI MichiganMN MinnesotaMS MississippiMO MissouriMT MontanaNE NebraskaNV NevadaNH New HampshireNJ New JerseyNM New MexicoNY New YorkNC North CarolinaND North DakotaMP Northern Mariana IslandsOH OhioOK OklahomaOR OregonPW PalauPA PennsylvaniaPR Puerto RicoRI Rhode IslandSC South CarolinaSD South DakotaTN TennesseeTX TexasUT UtahVT VermontVI Virgin IslandsVA VirginiaWA WashingtonWV West VirginiaWI WisconsinWY Wyoming ZIP/Postal Code Email Address Phone Number OK Question Title * 2. Gender Male Female OK Question Title * 3. Just to confirm, do you work in the following metro areas, this includes downtown and the suburbs? New York City Boston Other (please specify) OK Question Title * 4. What is the highest level of education you have completed to date? Less than high school High school graduate Some college/vocational school College graduate Post graduate OK Question Title * 5. In what year were you born? OK Question Title * 6. Please indicate which of the following publications you regularly read, either in paper or online, or follow their reporters’ social media feeds regularly. Choose all that apply 1.Financial Times 2.The Economist 3. The Wall Street Journal 4.Money Magazine 5.Kiplinger’s 6. Barron’s 7. Bloomberg Businessweek 8. Consumer Reports 9. Inc. 10. Fortune 11. U.S. News & World Report 12.Investor’s Business Daily 13. Financial Planning 14. Financial Advisor Magazine 15. InvestmentNews.com 16. Pensions & Investments 17. Smart Investor 18. World Finance 19. None of the above OK Question Title * 7. For each of the following, would you say you have a very good understanding, a good understanding, a limited understanding, or none, no understanding of how each works? 1. Very Good 2. Good 3. Limited 4. None What the terms “index fund” and “index investing” mean What the terms “index fund” and “index investing” mean 1. Very Good What the terms “index fund” and “index investing” mean 2. Good What the terms “index fund” and “index investing” mean 3. Limited What the terms “index fund” and “index investing” mean 4. None The difference between “passive” and “active” investing. The difference between “passive” and “active” investing. 1. Very Good The difference between “passive” and “active” investing. 2. Good The difference between “passive” and “active” investing. 3. Limited The difference between “passive” and “active” investing. 4. None The difference between “institutional” and “retail” investors The difference between “institutional” and “retail” investors 1. Very Good The difference between “institutional” and “retail” investors 2. Good The difference between “institutional” and “retail” investors 3. Limited The difference between “institutional” and “retail” investors 4. None What the term “proxy access” means What the term “proxy access” means 1. Very Good What the term “proxy access” means 2. Good What the term “proxy access” means 3. Limited What the term “proxy access” means 4. None How votes on shareholder proposals are tallied How votes on shareholder proposals are tallied 1. Very Good How votes on shareholder proposals are tallied 2. Good How votes on shareholder proposals are tallied 3. Limited How votes on shareholder proposals are tallied 4. None OK Question Title * 8. Do you currently or have you in the past worked in any of the following of these types of companies or organizations or in any of these capacities? 1. Currently 2. Past 3. Never Private equity fund or hedge fund Private equity fund or hedge fund 1. Currently Private equity fund or hedge fund 2. Past Private equity fund or hedge fund 3. Never Investor relations department in a publicly-traded company Investor relations department in a publicly-traded company 1. Currently Investor relations department in a publicly-traded company 2. Past Investor relations department in a publicly-traded company 3. Never Financial advisory company as an advisor, analyst, sales, or research Financial advisory company as an advisor, analyst, sales, or research 1. Currently Financial advisory company as an advisor, analyst, sales, or research 2. Past Financial advisory company as an advisor, analyst, sales, or research 3. Never Financial services company dealing with investments Financial services company dealing with investments 1. Currently Financial services company dealing with investments 2. Past Financial services company dealing with investments 3. Never Pension fund Pension fund 1. Currently Pension fund 2. Past Pension fund 3. Never Endowment fund Endowment fund 1. Currently Endowment fund 2. Past Endowment fund 3. Never Accounting or auditing of corporations Accounting or auditing of corporations 1. Currently Accounting or auditing of corporations 2. Past Accounting or auditing of corporations 3. Never OK Question Title * 9. Do you now or have you ever worked in a position with a company or organization involved with financial investments, financial services, and/or financial planning or advisory? Yes No OK Question Title * 10. Just based on your personal perspective, how important should each of the following be when it comes to the investment decisions made by a public pension fund? Is it very important, somewhat important, not too important, or not at all important when it comes to making investments in public pension funds? 1. Very Important 2. Somewhat Important 3. Not too important 4. Not at all important Generating returns at or above the fund target level Generating returns at or above the fund target level 1. Very Important Generating returns at or above the fund target level 2. Somewhat Important Generating returns at or above the fund target level 3. Not too important Generating returns at or above the fund target level 4. Not at all important Generating returns at or above overall performance of the market Generating returns at or above overall performance of the market 1. Very Important Generating returns at or above overall performance of the market 2. Somewhat Important Generating returns at or above overall performance of the market 3. Not too important Generating returns at or above overall performance of the market 4. Not at all important Effectively managing risk Effectively managing risk 1. Very Important Effectively managing risk 2. Somewhat Important Effectively managing risk 3. Not too important Effectively managing risk 4. Not at all important Using resources in the fund to advance what I believe are worthy political and/or social goals Using resources in the fund to advance what I believe are worthy political and/or social goals 1. Very Important Using resources in the fund to advance what I believe are worthy political and/or social goals 2. Somewhat Important Using resources in the fund to advance what I believe are worthy political and/or social goals 3. Not too important Using resources in the fund to advance what I believe are worthy political and/or social goals 4. Not at all important OK Question Title * 11. Do you consider yourself a Republican, Democrat, Independent or something else? Strong Republican Not-so-strong Republican Independent lean Republican Independent Independent lean Democrat Not-so-strong Democrat Strong Democrat Don’t know/refused OK Question Title * 12. What is your ethnicity? White or Caucasian Hispanic or Latino African-American or Black Asian-American or Asian Native American (INCLUDES: American Indian, Alaska Native, Native Hawaiian, or Pacific Islander) Other (please specify) OK Question Title * 13. Have you participated in a focus group in the past 3 months? Yes No OK Question Title * 14. And lastly, I want to switch gears and ask you one question that’s a little different. Please tell me the last place you went on vacation. Also tell me the best part of the vacation (the highlight of the trip) and the worst part of the trip (perhaps something that didn’t go as planned). OK Question Title * 15. Please provide a link to your Linkedin profile OK Question Title * 16. What is your occupation? (job title, company and responsibilities) OK DONE