Investment Preferences Survey
Slide to indicate how passionate you are about improving the following areas through your investments.
What is more important to you when investing?
Would you be willing to allocate a percentage of your portfolio to values-focused investments?
Are there specific types of companies or industries you would like to exclude from your portfolio?
Impact Investment Survey
Portfolio Overview
Return: 20%
Tracking Error: 2.3%
Impact Indicator: 50%
Which of the following areas are you most passionate about improving through your investments?
Geographic Focus
According to your selections, here are the top geographies that need investment:
United States (Ecolab, Enphase, Beyond Meat)Brazil (Localiza, Rede D'Or, Totvs)
Other (Specify)
Company Focus
Based on your selections, here are top-performing companies aligned with your themes:
Climate Action - Company XQuality Education - Company Y
Portfolio Adjustment
Here are companies with the least SDG impact. Would you like to exclude or reduce investment?