Finance Professionals Study - APAC 2022 & 2023

Pre-screener

SIS Research (www.sisinternational.com) is conducting online interviews with finance professionals who sell/use/invest in mutual funds and are familiar with fund selection/distribution.

We are providing a 250 USD incentive for completing an approx 45 min. Zoom interview if you qualify and are selected. We will also provide a digital copy of a valuable fund industry report from our research sponsor (worth 4,500 GBP).

We are interested in general opinions about retail funds, brand awareness, and product usage.

The interview will remain anonymous, and no sensitive questions will be asked as the interview is for research purposes.

To be considered, please answer a few short pre-screening questions below:

Question Title

* 1. What is your contact information?

Name

Company

Group Name

City

Country

Email Address

Phone Number

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* 2. What is your job title? What are your main responsibilities at work?

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* 3. Please provide a link to your Linkedin:

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* 4. Please provide a website link to your Company:

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* 5. Which of the following describes your area of responsibility regarding 3rd party retail funds?

Retail Banking

Insurance - including unit-linked products

Private Banking - Advisory

Private Banking - Discretionary

Financial advice / Intermediary services (tied/independent)

Fund supermarket / Online fund platform

Fund of funds management

Securities firm

Other (please specify)

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* 6. In your country, what is the estimated value of the 3rd party fund assets that your company holds? (USD M)

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* 7. How many people are involved in the selection team?

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* 8. To what extent are you involved in the selection, purchase or distribution of 3rd party retail fund products?

I play a major role in the process

I share in the process

I make recommendations

I am responsible for implementing the decisions made

I am not involved

Question Title

* 9. How would you describe your role in the selection of investment mandates or funds from 3rd party suppliers? Are you...

An investment committee member

An analyst or pre-selector: You select a menu of third party retail funds or make recommendations to the client portfolio managers or the sales force

Selecting from an existing menu of third party retail funds

Other (please specify)

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* 10. Does your organization use external or 3rd party investment providers?

Yes

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* 11. How many external fund providers do you work with / have on the lists to choose? Example companies:
BlackRock;
JPMorgan;
Fidelity;
Pictet AM;
Amundi;
Robeco;
Schroders;

Please press "done" to submit the pre-screener to continue. If you are a match, we will get in contact with you for next steps. Learn more about other studies at www.sisfocusgroups.com

Question Title

* 1. What is your contact information?

Question Title

* 2. What is your job title? What are your main responsibilities at work?

Question Title

* 3. Please provide a link to your Linkedin:

Question Title

* 4. Please provide a website link to your Company:

Question Title

* 5. Which of the following describes your area of responsibility regarding 3rd party retail funds?

Question Title

* 6. In your country, what is the estimated value of the 3rd party fund assets that your company holds? (USD M)

Question Title

* 7. How many people are involved in the selection team?

Question Title

* 8. To what extent are you involved in the selection, purchase or distribution of 3rd party retail fund products?

Question Title

* 9. How would you describe your role in the selection of investment mandates or funds from 3rd party suppliers? Are you...

Question Title

* 10. Does your organization use external or 3rd party investment providers?

Question Title

* 11. How many external fund providers do you work with / have on the lists to choose? Example companies: BlackRock;JPMorgan;Fidelity;Pictet AM;Amundi;Robeco;Schroders;

* 11. How many external fund providers do you work with / have on the lists to choose? Example companies:
BlackRock;
JPMorgan;
Fidelity;
Pictet AM;
Amundi;
Robeco;
Schroders;