Ratings - FE Trustnet Question Title * 1. How important are ratings to you in the following areas? Fund Selection Performance Monitoring Client Reporting 5 - Very important 5 - Very important Fund Selection 5 - Very important Performance Monitoring 5 - Very important Client Reporting 4 - Important 4 - Important Fund Selection 4 - Important Performance Monitoring 4 - Important Client Reporting 3 - Useful 3 - Useful Fund Selection 3 - Useful Performance Monitoring 3 - Useful Client Reporting 2 - Interesting 2 - Interesting Fund Selection 2 - Interesting Performance Monitoring 2 - Interesting Client Reporting 1 - Not important 1 - Not important Fund Selection 1 - Not important Performance Monitoring 1 - Not important Client Reporting Question Title * 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 Question Title * 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 Independence 5 Very Important Independence 4 Important Independence 3 Neutral Independence 2 Not Important Independence 1 Irrelevant Client familiarity with the rating Client familiarity with the rating 5 Very Important Client familiarity with the rating 4 Important Client familiarity with the rating 3 Neutral Client familiarity with the rating 2 Not Important Client familiarity with the rating 1 Irrelevant Convenience Convenience 5 Very Important Convenience 4 Important Convenience 3 Neutral Convenience 2 Not Important Convenience 1 Irrelevant Methodology Methodology 5 Very Important Methodology 4 Important Methodology 3 Neutral Methodology 2 Not Important Methodology 1 Irrelevant Accuracy Accuracy 5 Very Important Accuracy 4 Important Accuracy 3 Neutral Accuracy 2 Not Important Accuracy 1 Irrelevant Reactive - changes made as events happen Reactive - changes made as events happen 5 Very Important Reactive - changes made as events happen 4 Important Reactive - changes made as events happen 3 Neutral Reactive - changes made as events happen 2 Not Important Reactive - changes made as events happen 1 Irrelevant Breath of complimentary ratings Breath of complimentary ratings 5 Very Important Breath of complimentary ratings 4 Important Breath of complimentary ratings 3 Neutral Breath of complimentary ratings 2 Not Important Breath of complimentary ratings 1 Irrelevant Question Title * 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 FE Crown Ratings Very Important FE Crown Ratings Important FE Crown Ratings Interesting FE Crown Ratings Not used - Not Familiar FE Crown Ratings Not used - Poor Quality FE Alpha Manger Ratings FE Alpha Manger Ratings Very Important FE Alpha Manger Ratings Important FE Alpha Manger Ratings Interesting FE Alpha Manger Ratings Not used - Not Familiar FE Alpha Manger Ratings Not used - Poor Quality FE Risk Scores FE Risk Scores Very Important FE Risk Scores Important FE Risk Scores Interesting FE Risk Scores Not used - Not Familiar FE Risk Scores Not used - Poor Quality Morningstar OBSR Analyst Ratings Morningstar OBSR Analyst Ratings Very Important Morningstar OBSR Analyst Ratings Important Morningstar OBSR Analyst Ratings Interesting Morningstar OBSR Analyst Ratings Not used - Not Familiar Morningstar OBSR Analyst Ratings Not used - Poor Quality Morningstar Star Ratings Morningstar Star Ratings Very Important Morningstar Star Ratings Important Morningstar Star Ratings Interesting Morningstar Star Ratings Not used - Not Familiar Morningstar Star Ratings Not used - Poor Quality Citywire Manager Ratings Citywire Manager Ratings Very Important Citywire Manager Ratings Important Citywire Manager Ratings Interesting Citywire Manager Ratings Not used - Not Familiar Citywire Manager Ratings Not used - Poor Quality RSM Fund Ratings RSM Fund Ratings Very Important RSM Fund Ratings Important RSM Fund Ratings Interesting RSM Fund Ratings Not used - Not Familiar RSM Fund Ratings Not used - Poor Quality Any Passive Ratings Any Passive Ratings Very Important Any Passive Ratings Important Any Passive Ratings Interesting Any Passive Ratings Not used - Not Familiar Any Passive Ratings Not used - Poor Quality Question Title * 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 FE Crown Ratings Very Important FE Crown Ratings Important FE Crown Ratings Interesting FE Crown Ratings Not used - Not Familiar FE Crown Ratings Not used - Poor Quality FE Alpha Manger Ratings FE Alpha Manger Ratings Very Important FE Alpha Manger Ratings Important FE Alpha Manger Ratings Interesting FE Alpha Manger Ratings Not used - Not Familiar FE Alpha Manger Ratings Not used - Poor Quality FE Risk Scores FE Risk Scores Very Important FE Risk Scores Important FE Risk Scores Interesting FE Risk Scores Not used - Not Familiar FE Risk Scores Not used - Poor Quality Morningstar OBSR Analyst Ratings Morningstar OBSR Analyst Ratings Very Important Morningstar OBSR Analyst Ratings Important Morningstar OBSR Analyst Ratings Interesting Morningstar OBSR Analyst Ratings Not used - Not Familiar Morningstar OBSR Analyst Ratings Not used - Poor Quality Morningstar Star Ratings Morningstar Star Ratings Very Important Morningstar Star Ratings Important Morningstar Star Ratings Interesting Morningstar Star Ratings Not used - Not Familiar Morningstar Star Ratings Not used - Poor Quality Citywire Manager Ratings Citywire Manager Ratings Very Important Citywire Manager Ratings Important Citywire Manager Ratings Interesting Citywire Manager Ratings Not used - Not Familiar Citywire Manager Ratings Not used - Poor Quality RSM Fund Ratings RSM Fund Ratings Very Important RSM Fund Ratings Important RSM Fund Ratings Interesting RSM Fund Ratings Not used - Not Familiar RSM Fund Ratings Not used - Poor Quality Any Passive Ratings Any Passive Ratings Very Important Any Passive Ratings Important Any Passive Ratings Interesting Any Passive Ratings Not used - Not Familiar Any Passive Ratings Not used - Poor Quality Question Title * 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 Question Title * 7. What changes would we need to make to improve the answer to your previous question? Question Title * 8. Please enter your email address if you wish to be entered into the prize draw for a £100 M&S voucher. Done