Business Professionals Washington DC

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* 1. What is your contact information?

Name

Company

City/Town

State/Province

ZIP/Postal Code

Email Address

Phone Number

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* 2. Gender

Male

Female

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* 3. Just to confirm, do you work in the Washington DC metro-area, this includes downtown and the suburbs?

Yes

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* 4. In what year were you born?

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* 5. 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

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* 6. 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

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* 7. 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.National Journal or its affiliated publications

2.Congressional Quarterly or its affiliated publications

3.Roll Call

4.The Hill

5.Politico

6.National Review

7.The New Republic

8.The Weekly Standard

9.The Nation

10.The Atlantic

11.The Economist

12. Huffington Post

13. RealClearPolitics

14.Slate

15.Salon

16. Vox

17. Bloomberg Government (BGOV)/Bloomberg Politics

18. Washington Post

19. Washington Times

20. New York Times

21. Wall Street Journal

22. None of the above

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* 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
Staff member in Congress, the White House, or federal government agency that contributes to policy or political discussions	Staff member in Congress, the White House, or federal government agency that contributes to policy or political discussions 1.Currently	Staff member in Congress, the White House, or federal government agency that contributes to policy or political discussions 2.Past	Staff member in Congress, the White House, or federal government agency that contributes to policy or political discussions 3.Never
A federal political appointment of any kind	A federal political appointment of any kind 1.Currently	A federal political appointment of any kind 2.Past	A federal political appointment of any kind 3.Never
Federal Senior Executive Service	Federal Senior Executive Service 1.Currently	Federal Senior Executive Service 2.Past	Federal Senior Executive Service 3.Never
A policy, political or management role in an interest group dealing with public policy issues	A policy, political or management role in an interest group dealing with public policy issues 1.Currently	A policy, political or management role in an interest group dealing with public policy issues 2.Past	A policy, political or management role in an interest group dealing with public policy issues 3.Never
A policy, political or management role in a think tank or foundation	A policy, political or management role in a think tank or foundation 1.Currently	A policy, political or management role in a think tank or foundation 2.Past	A policy, political or management role in a think tank or foundation 3.Never
A policy, political or management role in a trade association	A policy, political or management role in a trade association 1.Currently	A policy, political or management role in a trade association 2.Past	A policy, political or management role in a trade association 3.Never
Registered lobbyist	Registered lobbyist 1.Currently	Registered lobbyist 2.Past	Registered lobbyist 3.Never
A policy, political or management role in a labor union	A policy, political or management role in a labor union 1.Currently	A policy, political or management role in a labor union 2.Past	A policy, political or management role in a labor union 3.Never
A communications or public relations firm engaged in public policy or political issues	A communications or public relations firm engaged in public policy or political issues 1.Currently	A communications or public relations firm engaged in public policy or political issues 2.Past	A communications or public relations firm engaged in public policy or political issues 3.Never
A staff member of a political or issue advocacy campaign	A staff member of a political or issue advocacy campaign 1.Currently	A staff member of a political or issue advocacy campaign 2.Past	A staff member of a political or issue advocacy campaign 3.Never
A staff member of a political party committee	A staff member of a political party committee 1.Currently	A staff member of a political party committee 2.Past	A staff member of a political party committee 3.Never
A staff member of a political action committee or a super-PAC	A staff member of a political action committee or a super-PAC 1.Currently	A staff member of a political action committee or a super-PAC 2.Past	A staff member of a political action committee or a super-PAC 3.Never
A staff member working on financial policy or working within the financial sector	A staff member working on financial policy or working within the financial sector 1.Currently	A staff member working on financial policy or working within the financial sector 2.Past	A staff member working on financial policy or working within the financial sector 3.Never

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* 9. Here is a list of things some people do to participate in the political process. Which, if any, have you done in the past two years?

1.Donated money or volunteered time to an issue-based organization or political campaign.

2.Written a letter, made a call, sent an email to an elected official on an issue of concern to you.

3.Signed a petition, attended a public meeting, rally or march on an issue of concern to you.

4.Written a letter to a newspaper or other media outlet on an issue of concern to you.

5.Called into a radio program on an issue of concern to you.

6.Responded to an advocacy organization’s call to action.

7Met with an elected official.

8.Been a member or leader in an advocacy group or civic organization in your community.

9.None

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* 10. 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

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* 11. 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

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* 12. 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

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* 13. 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)

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* 14. Have you participated in a focus group in the past 3 months?

Yes

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* 15. 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).

Business Professionals Washington DC

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* 1. What is your contact information?

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* 2. Gender

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* 3. Just to confirm, do you work in the Washington DC metro-area, this includes downtown and the suburbs?

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* 4. In what year were you born?

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* 5. What is the highest level of education you have completed to date?

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* 6. 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?

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* 7. 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

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* 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?

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* 9. Here is a list of things some people do to participate in the political process. Which, if any, have you done in the past two years?

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* 10. 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?

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* 12. Do you consider yourself a Republican, Democrat, Independent or something else?

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* 13. What is your ethnicity?

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* 14. Have you participated in a focus group in the past 3 months?

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* 15. 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).

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* 16. Please provide a link to your Linkedin profile

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* 17. What is your occupation? (job title, company, and responsibilities)