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      Welcome

    • 2

      Values

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    Welcome

    Welcome to our Survey

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    Thank you so much for your time if you can spare it, I really appreciate your feedback.

    If you experience any issues with the survey or have any questions, please email me hellox@thepath.co.uk or call 03330 503 300.

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    1. How important is it to you that the following traditional “ethical” exclusions apply to your portfolio?

    0 = No strong views, Happy to invest in. 10 = Essential to not have exposure.

    Alcohol

    5

    Tobacco

    5

    Weapons and harmful armaments

    5

    Defence

    5

    Gambling

    5

    Fossil Fuel production

    5

    Nuclear power

    5

    Animal testing (cosmetics)

    5

    Animal testing (pharmaceuticals)

    5

    Animal agriculture

    5

    Please list any other exclusions you feel strongly about.

    2. We do not accept that there needs to be a long-term trade off in investment performance where ethical or impact factors are taken into account. In fact, we hope that solutions should ultimately yield better returns. However, we have seen that in the short-term, having a more restricted investment universe and divergence from ‘traditional’ investments can have higher volatility. With that in mind, where do you see yourself on this spectrum:

    0 = Financial return is most important. 10 = Ethical considerations are most important.

    5

    3.

    0 = Wider more granular choice of exclusions and inclusions. 10 = Leave it to Path Financial to make decisions.

    5

    4. How important are these factors to you?

    0 = Not at all important. 10 = Extremely important.

    Environmental

    5

    Social

    5

    Governance and tax avoidance

    5

    Investing in line with my values

    (i.e. avoidance of investment in companies who do harm)

    5

    Having a positive impact

    (i.e. investing in companies who’s products provide solutions)

    5

    5. Would you accept more risk if it mapped to higher impact?

    6. How important is it to you that we use shareholder voting to influence company behaviour

    0 = Not at all important. 10 = Extremely important.

    5

    7. We currently exclude all fossil fuel investment. Using this as an example, if we identified a company that could be persuaded to pivot (i.e. a fossil fuel company that would imminently and credibly be planning to swich to being a renewable energy provider) – how comfortable would you be in investing in such “pivot” situations?

    0 = Not at all comfortable. 10 = Extremely comfortable.

    5

    8. Why do you invest with path Financial?

    9. Would you be prepared to see less rigorous scrutiny of funds in return lower fees and a larger investable universe?

    5

    10. What developments would you like to see us make? Are there any questions you feel we should include in future surveys?

    If you are happy to provide your name, or have raised anything that will require a response, please do so here:

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