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Finance Professionals Study - USA 2021

Pre-screener

SIS Research (www.sisinternational.com) is conducting an online 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 $ 250 compensation for completing a 45-50 min online interview if you qualify and are selected.
The topic is about general opinions about 3rd party retail funds, brand awareness, and product usage. The interview will remain anonymous, and no sensitive questions will be asked as the interview is for research purposes.

To be considered, please answer a few short pre-screening questions below:
1.What is your contact information?(Required.)
2.What is your job title?(Required.)
3.Please provide a link to your Linkedin:(Required.)
4.Does your organization use external or 3rd party investment providers?(Required.)
5.Is it likely that your organization will distribute or use third-party retail funds within the next 12 months?(Required.)
6.To what extent are you involved in the selection, purchase or distribution of 3rd party retail fund products?(Required.)
7.How would you describe your role in the selection of investment mandates or funds from 3rd party suppliers? Are you...(Required.)
8.Are you or your team responsible for the due diligence and approval of funds on your company-wide distribution platform?(Required.)
9.How many persons are involved in the selection team?(Required.)
10.Which of the following describes your area of responsibility regarding 3rd party retail funds?(Required.)
11.Which of the following best describes your role in the company? Please check all that apply 
12.Do you currently work for any of the following companies (not required)
13.Please share with us an estimate of assets under management.'
14.If approved please check off when would be a good time for you to participate in a 45-60 minute interview. Please check any that apply and we will do everything possible to accommodate your scheduling needs. 
15.How did you hear about this survey?
16.Did someone refer you to this project? If so please include their full name of the person who referred you. 
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
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