Socially Responsible Investing | SRI Questionnaire

SRI Questionnaire
Are you familiar with SRI?
Yes, very familiar.
Yes, but I would like to learn more.
No, but I would like to be.
No, I'm not interested.

What percentage of your current investable assets are allocated to SRI?
Don't know
0 - 10%
11 - 25%
26 - 75%
76 - 100%

Do you feel that you would like to use more SRI?
Yes
No
Maybe


 Please rate the following as obstacles to your using SRI, from 1 (very important) to 5 (not important).

A general lack of knowledge.
Fear that investment results will be lower.
Lack of time for researching alternatives.
Lack of investment expertise.
Any other obstacles not mentioned here?

Which of the following areas are of particular interest to you?
Environmental issues   Social issues   Fair Trade   Corporate Responsibility  

Do you have any questions or comments?

Your name:
Your e-mail address:

Thank you very much for participating!  To send this information, please make sure to hit the "Submit" button below.

HOME | CLIENT ACCESS | ABOUT GHF | SERVICES | MEETING | TOOLS & INFO | THE MARKET | Sustainable Investing | GREEN HARBOR PRIZE | CONTACT US
This communication is strictly intended for individuals residing in the states of
CO,CT,DC,DE,FL,GA,IN,MA,MD,NC,NH,NY,OR,VA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2006 - 2010