Investment Stakeholder views

Thanks!

Just before we start, I would like to reassure you that any information you provide us with will be treated as confidential, and we will always hold the information you give securely, and delete it when no longer needed.

We conduct all studies in accordance with the UK Market Research Society Code of Conduct and, if you no longer wish to take part in the research, you can tell your interviewer at any time, and we will stop our conversation.
Can we proceed on the basis of the above?*
- Yes
- No
Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is acceptable to you?

SQ 0b) What is your current occupational status? Are you …?*
- i. Working full-time
- ii. Working part-time
- iii. Unemployed / Retired / Between jobs / Full-time undergraduate student
Please select one of the above. SINGLE CODE

SQ 0c) Were you working in a full-time role in the last 2 years?*
- i. Yes
- ii. No
Please select one of the above. SINGLE CODE
Thank-you – I will be getting back to you shortly, to discuss whether or not we can continue with your remaining few screening questions

SQ 1a) What is your gender?*
- i. Male
- ii. Female

SQ 1b) What is your company name?*

SQ 1c) What is your industry sector?*

SQ 2) Which of the following best describes your current level of seniority?*
- i. C-level
- ii. Managing Director / General Manager
- iii. President / Vice-President / Senior Vice-President / Executive Vice-President
- iv. Director / Senior Director / Head of Department
- v. Manager / Senior Manager
- vi. Other
Please select one of the above. SINGLE CODE
Thank-you – you do not qualify for this particular project, but I will be pleased to invite you to other discussions in the future

SQ 3a) What is your job title?*

SQ 3b) Thank-you – just to clarify, can you let me know which of the following functions is closest to your current job title? Which is the best match?*
- i. Financial investment advisor
- ii. Financial investment analysis
- iii. Fund, investment or portfolio management
- iv. Fund selection
- v. Other
Please select one or more of the above. MULTICODE
Please specify*
Thank-you – you do not qualify for this particular project, but I will be pleased to invite you to other discussions in the future

SQ 4) How many years have you been working in this, or similar roles?*
- i. Less than a year
- ii. 1-3 years
- iii. 3-5 years
- iv. 6 years or longer
Thank-you – you do not qualify for this particular project, but I will be pleased to invite you to other discussions in the future

SQ 5) What is the value of your firm’s current assets under management (AUM) ?*
- i. Less than $5bn
- ii. Between $5bn & $50bn
- iii. Between $50bn & $100bn
- iv. Between $100bn & $250bn
- v. Between $250bn & $500bn
- vi. Between $500bn & $750bn
- vii. $750bn or more
- viii. Don’t know / Refused
Thank-you – you do not qualify for this particular project, but I will be pleased to invite you to other discussions in the future

SQ 6) Thinking about the decision-making process for the following areas of responsibility, please tell me whether you are a) the main decision-maker, b) involved in decision-making, c) consulted about decision-making, or d) neither involved nor consulted**

	Main decision-maker	Involved in the decision-making	Consulted about the decision-making	Neither involved nor consulted
Evaluating investment opportunities valued at $100m or above, on behalf of major clients
Advising a client / fund with regard to a specific major investment
Advising a client / fund with regard to a specific major investment
Generating capital / funds for major investment projects (ie bringing investment funds to the table)

Only four “CLICKS” required (one on each row)!

SQ 7a) Thinking about projects and investments you have been involved with in the past 24 months, which of the following regions were in the scope of these projects or investments? (In other words, in which countries or regions will the projects take place; or where will the funds be invested, in whole or part)?*
- i. Europe
- ii. North America
- iii. APAC
- iv. Middle East
- v. Don’t Know / Refused
Please select one or more of the above. MULTICODE
Thank-you – you do not qualify for this particular project, but I will be pleased to invite you to other discussions in the future

SQ 7b) How familiar are you with the following sovereign Wealth Funds?*
Very familiar Moderately familiar Somewhat familiar Slightly familiar Not at all familiar
Mubadala
Public Investment Fund
Kuwait Investment Authority
ADIA (Abu Dhabi Investment Authority)
Only four “CLICKS” required (one on each row)!

SQ 9) Finally, your interview would be conducted in English – are you happy to take part in a 45 minute conversation in English?*
- i. Yes, I am completely fluent in English
- ii. Yes, I am reasonable fluent in English
- iii. Yes, I am fairly conversant in English
- iv. Yes, but it will be a bit of a struggle
- v. No, I would prefer to speak in a different language
- vi. No, I’m not interested in this discussion at all.
Thank-you for the time you have taken to answer these questions – I will be pleased to invite you to future discussions, should this be of interest to you?

Thank-you for the time you have taken to answer these screening questions – I would be grateful if you could confirm a few final details, including two or three suitable interview times, so that we can speak when it’s mutually convenient.
Name*
Job Title*
Phone (inc international dialling code)*
Email*
We will be audio and video recording the interview (so that we don’t have to take a lot of notes!) Can I confirm that this is OK?*
- Yes
- No
We would like to collect and process personal data for this research project, so that we can place your feedback in to an appropriate context – is this acceptable to you?*
- Yes
- No
What are your preferred dates and times for your interview?*

Earliest Date
Earliest Time*

: Hours

Minutes
Next Date (if available)
Next Time (if available)

: Hours

Minutes
Next Date (if available)
Next Time (if available)

: Hours

Minutes

Online screening questionnaire – Investment Stakeholder views

Step 1 of 17

	Very familiar	Moderately familiar	Somewhat familiar	Slightly familiar	Not at all familiar
Mubadala
Public Investment Fund
Kuwait Investment Authority
ADIA (Abu Dhabi Investment Authority)