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* 1. Do you agree with the view that issues such as climate change, resource management, human rights and corporate governance (ie Environmental, Social and Governance (ESG) issues) are potentially relevant individual investors investment decisions?

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* 2. For Financial Advisers / Intermediaries: With regard 'Environmental, Social and/or Governance' investment risks and opportunities, which of the following represent your views?

  Strongly agree Agree Neutral Disagree Strongly disagree
I would like ESG risks and opportunities to be built into portfolio planning tools
I would like portfolio planning tools to offer options that focus on ESG risk and opportunities (eg SRI/ethical portfolios)
I would like risk profiling companies to build ESG issues into their assessment of investment options
I would find it useful if risk profiling companies assess more ethical and SRI fund options
I would be likely to recommend ethical/SRI options more regularly if additional risk related information were available
I would be more interested in the work carried out by risk profiling and rating companies if I knew they took environmental, social and governance issues into account when assessing investments
I would like more information on how rating agencies view SRI/ethical options
I would like fund managers to publish additional information on their approach to ESG issues
I already receive information of this kind from a trusted source (please list below)

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* 3. For fund management professionals only:

  Yes No Other
Do you offer SRI funds which have been rated or risk profiled by an external organisation?
Do you believe such services are of use to you as an SRI/ethical investment fund manager?
Do you believe profiling and rating agencies adequately understand ESG issues?
Do you discuss ESG risks and opportunities with advisers?
Would you like to discuss this further with sriServices?

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* 4. Thank you for kindly completing our questionnaire.
One final question - which of the following best describes you or your business?

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* 5. Your details:

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* 6. Why are we asking?

sriServices has drafted this brief survey as we believe that rating and risk profiling ESG issues and SRI funds aids their inclusion in portfolio planning - which we think is important for investors. We would welcome knowing others' views on this area in order to grow our understanding and support further work in this area.

You may like to read our blog www.sriServices.co.uk/news to understand why we feel this is important.

Thank you for completing this questionnaire.

Julia Dreblow,
Director, sriServices

Julia@sriServices.co.uk

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