LIVE DEMO - Sustainability & Investment Strategy (SIS) Tool

Sustainability & Investment Strategy (SIS) Tool

The impact our decisions have on the environment is becoming increasingly important. This includes our financial planning strategy and how we choose to invest our money. The impact of a company’s activities can be felt through their governance, the sustainability of their products or services, and influence on society. Collectively, these influences are commonly referred to as Environmental, Governance, and Social, abbreviated to ESG. It is wholly appropriate that you can make investment choices that take these factors into account. The following questions are designed to help us better understand the investment strategy that best suits your objectives, preferences, and orientation to ESG.

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Last Name: *
Date of Birth: Date of Birth: * / DD / MM YYYY
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1. It would excite me to know that my investments are having a positive impact on the environment and society at large.
1. Value
2. I would feel responsible if companies held in my investment have a negative impact on the environment and wider society.
2. Value
3. Helping to improve working conditions and supporting communities is important for me.
3. Value
4. I would like to be proud of the way companies held in my investment manage their environmental and social risks.
4. Value
5. I actively engage in activities that lead to improvements within society and the environment.
5. Value
6. It would be inspiring to see that companies held in my investment are actively working to manage their environmental and social risks.
6. Value
7. I would like to ﬁnd a way of prioritising how my investments can deliver a positive impact on the environment or society, even if that means my returns may be lower or I have less choice.
7. Value
8. I would be happy with however a company behaves as long as its share price is not negatively aﬀected.
8. Value
9. I rarely think about how the behaviour of companies held in my investments impact the environment and society.
9. Value
10. I view my investment decisions separately to actions I take that impact the environment and society at large.
10. Value
Total Value (SIS Score)
How to Interpret your SIS results

Your total score is used to select one of three orientations to ESG issues.

If you scored between 10-15 then you are ESG Aware - Your responses indicated that while you understand the meaning of responsible investing you do not want ESG considerations to influence your investment strategy. You want to focus on generating a financial return.

If you scored between 16-35 then you are ESG Focused - Your responses indicated that you understand the meaning of responsible investing and want to take ESG into consideration when developing your investment strategy. You have some minimum standards in mind with respect ESG and its influence on your investments.

If you scored between 36-50 then you are ESG Dedicated - Your responses indicated that you want to invest responsibly and have specific objectives in mind. You want to invest with a positive impact in mind, and this is equally or more important than achieving a financial return.

LIVE DEMO - Sustainability & Investment Strategy (SIS) Tool

Sustainability & Investment Strategy (SIS) Tool

How to Interpret your SIS results