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Questionnaire for ESG Investing

Interest in ESG investing is growing, but investors approach the space with different goals, priorities, and expectations of what it should achieve. This questionnaire can help investors better articulate what they want from ESG strategies. This is designed to open dialogue, and help investors pinpoint ESG strategies that best match their client’s goals.

Please complete the form on this page to download the questionnaire.




ESG Investing: Environmental, Social and Governance (ESG) investing may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.