Impact Investing Market Research Survey

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* 1. What is your role?

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* 2. Do you have aspirations to be an impact investor?

Yes

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* 3. Do you have any investment products with any of the below labels? (pick all that apply)

Responsible

Sustainable

Impact

Green

Transition

Article 9

Article 8

Thematic (e.g., climate, diversity)

None

Other (please specify)

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* 4. Is your sustainability messaging clear at a brand level?

Yes

Needs work

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* 5. If answered 'Needs work' or 'No', please briefly explain why

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* 6. Is your messaging clear at product level?

Yes

Needs work

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* 7. If answered 'Needs work' or 'No', please briefly explain why

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* 8. Do you want to/ do you already use sustainability as a brand differentiator?

Yes

Not yet

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* 9. How do you measure the sustainability credentials of your funds? (pick all that apply)

Carbon emissions

Fund specific impact metrics

Fund agnostic indicators

Thematic holdings e.g., renewable energy companies

None

Other (please specify)

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* 10. Are you concerned that you may be over or understating the sustainability credentials of your product(s)?

Overstating

Understating

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* 11. Do you feel prepared for the upcoming (and current) sustainable finance regulations? (e.g. SFDR, CSRD, EU Taxonomy, UK Green Taxonomy, UK SDR, SEC climate disclosures etc.)

Unsure

Unprepared

Prepared

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* 12. Which regulations/standards concern you the most? And why?

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* 13. How have your sustainability efforts impacted your investor relationships?

Positively

Negatively

Indifferently

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* 14. Which trends concern you the most?

Green Washing

Green Hushing

Regulations

Other (please specify)

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* 15. To be in with a chance for a 90minute free Sustainability consultation or Brand review, please provide your work email. This survey is anonymous, and the email will only be used for consultation purposes.

Impact Investing Market Research Survey

Question Title

* 1. What is your role?

Question Title

* 2. Do you have aspirations to be an impact investor?

Question Title

* 3. Do you have any investment products with any of the below labels? (pick all that apply)

Question Title

* 4. Is your sustainability messaging clear at a brand level?

Question Title

* 5. If answered 'Needs work' or 'No', please briefly explain why

Question Title

* 6. Is your messaging clear at product level?

Question Title

* 7. If answered 'Needs work' or 'No', please briefly explain why

Question Title

* 8. Do you want to/ do you already use sustainability as a brand differentiator?

Question Title

* 9. How do you measure the sustainability credentials of your funds? (pick all that apply)

Question Title

* 10. Are you concerned that you may be over or understating the sustainability credentials of your product(s)?

Question Title

* 11. Do you feel prepared for the upcoming (and current) sustainable finance regulations? (e.g. SFDR, CSRD, EU Taxonomy, UK Green Taxonomy, UK SDR, SEC climate disclosures etc.)

Question Title

* 12. Which regulations/standards concern you the most? And why?

Question Title

* 13. How have your sustainability efforts impacted your investor relationships?

Question Title

* 14. Which trends concern you the most?

Question Title

* 15. To be in with a chance for a 90minute free Sustainability consultation or Brand review, please provide your work email. This survey is anonymous, and the email will only be used for consultation purposes.

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* 16. What company do you work for?