Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastPhone *Email *1. Are you currently a client of AIO Financial?YesNoNot yet, but interested2. Why are you interested in socially responsible investing?Align my investments with my personal valuesEnvironmental sustainabilitySocial justice and human rightsCorporate responsibility and governanceFaith-based investingReducing risk from controversial industriesSupporting companies making a positive impact(Check all that apply) approach or 5. 3. Which approach best describes your preference?Avoid companies involved in certain activities (negative screening)Invest in companies leading on sustainability and responsibility (ESG leaders)Focus on companies actively solving social or environmental problems (impact investing)Encourage change through shareholder advocacyA mix of the aboveDifferent investors take different approaches to responsible investing.4. Are there industries you prefer to avoid?Fossil fuelsWeapons / firearmsTobaccoGamblingAlcoholAdult entertainmentPrivate prisonsAnimal testingGenetically modified foodsNone of these(Check all that apply)5. Which causes are important to you?Climate change solutionsRenewable energyGender equalityRacial and social justiceWorker rightsEthical supply chainsData privacy and technology ethicsAnimal welfareCommunity developmentEducation access(Check all that apply)6. How important is it that your investments reflect your values?Extremely importantVery importantSomewhat importantNot very important7. How do you feel about shareholder advocacy?Very supportiveSupportive if it improves corporate behaviorNeutralPrefer strict exclusion instead8. If there is a tradeoff between values and investment returns, what matters more?Values always come firstBalance both equallyReturns are more important9. Are there specific companies you strongly support or want to avoid?10. Any additional comments about your values or priorities? Submit
