SRI StyleFinder Tool

1.
My main aim is to invest in decent, ethically sound companies - in part because I believe it makes good business sense. I'd prefer to avoid areas like tobacco and armaments as well as companies with poor environmental and social practices. I would probably be ok making an exception - for example - if a company was sorting out a recent problem.

2.
I'd like to invest in a fund that focuses on reducing the risks associated with holding companies where things may go wrong because they have poor Environmental, Social and/or Governance practices by investing in more 'sustainable' companies. I'd quite like to exclude one or two areas like tobacco and armaments production - but am not keen on going too far down that route.

3.
I am looking to invest in a fund where their main focus is finding forward looking companies that focus on addressing sustainability issues - including climate change. Ideally I want to invest in a way that helps deliver positive impacts and will help both people and planet.

4.
My main area of interest is environmental issues like climate change and resource efficiency. I am keen to invest in a fund that holds companies that are helping to address environmental challenges as part of their core business.

5.
I don't mind where I invest but I want to find a fund manager who uses the fact that they are part owners of companies to encourage better management of environmental, social and governance issues.

6.
I am happy to invest in almost all types of companies but would like to have more of my money directed into companies that have better sustainability policies and practices

7.
My main area of interest is people - both in the UK and overseas. Areas of concern to me include employment practices, health and the provision of necessary services.

8.
I want to invest in a way that is consistent with my faith and reflects my personal religious values.

9.
I want to invest in 'decent', 'more ethical' companies with sound environmental, social and governance policies and practices - but understand that for some larger companies there may be areas where trade offs may have to be made.

10.
-- My main aim is to avoid investing in companies I consider to be unethical such as armaments and tobacco companies. I also care about environmental and social issues and if possible would also like to avoid companies involved in gambling, poor animal welfare and pornography.

11.
I am interested in a wide range of issues but my main area of interest is the environment. I would like to find investment options that focus on finding companies with strong environmental practices.

12.
I am keen to invest in companies with strong environmental policies and practices particularly if they are involved in developing solutions to environmental challenges.

13.
I am keen to invest in a fund that pays careful attention to what companies do across a wide range of ethical, environmental and social issues and invests in companies that have sound, responsible, forward looking business practices.

14.
I would like to invest in a fund which focuses on social issues such as job creation, essential services and employment practices.

15.
I want to find a fund that invests in line with my religious views, where there are experts in place who can interpret how company activity relates to religious standards.

16.
I am keen to only invest in companies that are leaders in the management of longer term sustainability related (eg environmental and social) issues - that understand and are helping to shape the emerging business landscape

17.
I would like to invest with a fund manager who focuses on the management of environmental, social and governance issues - particularly those risks that may damage performance. I am not looking to necessarily exclude lots of industries.

18.
I would like to invest in decent companies with strong ethical standards - avoiding all companies in unethical industries or with poor ethical, social or environmental practices. I want the fund to be as 'strict' as possible...

19.
I am keen to invest in companies and industries that are clearly helping people to make the necessary transition towards more sustainable lifestyles.

20.
I want to invest in a way that pays close attention to ESG (environmental, social and governance) issues as I believe such issues are a major risk to investors. I'd ideally like to avoid some core ethically controversial areas but this is not really my top priority.

21.
My ideal investment would put significant emphasis on social issues like human rights, health and diversity. This is more important to me than other 'ethical' issues.

22.
My top priority is environmental issues.

23.
I think sustainability issues are increasingly likely to effect investment returns. I do not want to exclude lots of areas though and would want to invest across most types of businesses (maybe excluding eg tobacco and armaments).

24.
I'd be interested in investing in line with an individual environmental theme - such as agriculture or water - providing the companies involved had sound sustainability standards.

Welcome to ‘SRI StyleFinder’ tool. This questionnaire will help identify the sustainable, responsible, ESG and/or ethical investment ‘SRI Styles’ that are most likely to be of interest to you before you discuss this area in detail with your adviser.