Our questionnaire is built to give better insights into what clients care most about
Spark better client conversations
Developed in collaboration with Behavioral Science Research Firm, BEworks
Discover each client's personalized values to aid in better portfolio research and reporting
Each question is grounded in daily life issues with no choice paralysis
Can be completed in under 15 minutes
Each question helps to categorize how clients fall into our eight personality categories. Each question accepts responses on a five-point Likert scale ranging from "Strongly Disagree" to "Strongly Agree."
Use our pre-built personas to easily find client alignment to our metrics across core ESG topics such as Planet Protector, or Health Defender with the ability to customize each persona.
Using your client's personas, showcase current alignment based on their investments and offer new models that might better align to their impact desires and values.