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Submitted URL: http://sisfocusgroups.com/ga/click/2-169111059-2670-14119-26188-34789-efb364277b-223819389c
Effective URL: https://www.surveymonkey.com/r/MutualFundsStudy2022US
Submission: On March 21 via api from CH — Scanned from DE
Effective URL: https://www.surveymonkey.com/r/MutualFundsStudy2022US
Submission: On March 21 via api from CH — Scanned from DE
Form analysis 1 forms found in the DOM
Name: surveyForm — POST
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<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 1<span class="question-dot">.</span>
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<span class="user-generated notranslate
"> What is your contact information?</span>
</h4>
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<input id="757038181_4999869491" name="757038181_4999869491" type="tel" class="text medium" size="30" aria-required="true" data-sm-open-single="" maxlength="20000">
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<button id="757038181-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
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<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="open_ended_single" data-rq-question-type="open_ended" class="question-container
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<div id="question-field-757038186" data-qnumber="2" data-qdispnumber="2" data-question-id="757038186" class=" question-open-ended-single qn question single question-required">
<h3 class="screenreader-only">Question Title</h3>
<div class=" question-fieldset question-legend">
<h4 id="question-title-757038186" class=" question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 2<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> What is your job title? What are your main responsibilities at work? </span>
</h4>
<div class="question-body clearfix notranslate ">
<div id="open-ended-single_757038186" data-question-id="757038186" data-response="" data-sm-open-single="" maxlength="20000" data-ng="true" data-required="true" data-size="50" data-labeledby="question-title-757038186">
<div class="question-body open-ended-single"><input aria-labelledby="question-title-757038186" id="757038186" aria-required="true" data-sm-open-single="true" maxlength="20000" class="wds-input wds-input--lg qt-input_text text"
name="757038186" size="50" value=""></div>
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<button id="757038186-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 81px; width: 896px;"></div>
<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="open_ended_single" data-rq-question-type="open_ended" class="question-container
">
<div id="question-field-757038180" data-qnumber="3" data-qdispnumber="3" data-question-id="757038180" class=" question-open-ended-single qn question single question-required">
<h3 class="screenreader-only">Question Title</h3>
<div class=" question-fieldset question-legend">
<h4 id="question-title-757038180" class=" question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 3<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> Please provide a link to your Linkedin:</span>
</h4>
<div class="question-body clearfix notranslate ">
<div id="open-ended-single_757038180" data-question-id="757038180" data-response="" data-sm-open-single="" maxlength="20000" data-ng="true" data-required="true" data-size="50" data-labeledby="question-title-757038180">
<div class="question-body open-ended-single"><input aria-labelledby="question-title-757038180" id="757038180" aria-required="true" data-sm-open-single="true" maxlength="20000" class="wds-input wds-input--lg qt-input_text text"
name="757038180" size="50" value=""></div>
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<button id="757038180-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 98px; width: 896px;"></div>
<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="open_ended_essay" data-rq-question-type="open_ended" class="question-container
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<div id="question-field-759499780" data-qnumber="4" data-qdispnumber="4" data-question-id="759499780" class=" question-essay qn question essay">
<h3 class="screenreader-only">Question Title</h3>
<div class=" question-fieldset question-legend">
<h4 id="question-title-759499780" class=" question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 4<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> Please provide a website link to your Company:</span>
</h4>
<div class="question-body clearfix notranslate ">
<div class="textarea-container">
<textarea aria-labelledby="question-title-759499780" id="759499780" name="759499780" class="textarea" spellcheck="true" rows="3" cols="50" data-sm-textarea="" maxlength="20000"></textarea>
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<button id="759499780-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 125px; width: 896px;"></div>
<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="single_choice_vertical" data-rq-question-type="single_choice_vertical" class="question-container
">
<div id="question-field-757038189" data-qnumber="5" data-qdispnumber="5" data-question-id="757038189" class=" question-single-choice-radio qn question vertical question-required">
<h3 class="screenreader-only">Question Title</h3>
<fieldset class=" question-fieldset" data-radio-button-group="">
<legend class="question-legend">
<h4 id="question-title-757038189" class="
question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 5<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> Do you make retail fund decisions on a corporate level? (affecting the fund choices for financial managers, wealth managers, etc.?)</span>
</h4>
</legend>
<div class="question-body clearfix notranslate ">
<div class="">
<div class="answer-option-cell">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Yes </span>
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<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038189">
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<label data-sm-radio-button-label="" id="757038189_4999869550_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038189_4999869550">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> No </span>
</label>
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<button id="757038189-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 258px; width: 896px;"></div>
<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="single_choice_vertical" data-rq-question-type="single_choice_vertical" class="question-container
">
<div id="question-field-757038185" data-qnumber="6" data-qdispnumber="6" data-question-id="757038185" class=" question-single-choice-radio qn question vertical question-required">
<h3 class="screenreader-only">Question Title</h3>
<fieldset class=" question-fieldset" data-radio-button-group="">
<legend class="question-legend">
<h4 id="question-title-757038185" class="
question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 6<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> How would you describe your role in the selection of investment mandates or funds from 3rd party suppliers? Are you...</span>
</h4>
</legend>
<div class="question-body clearfix notranslate ">
<div class="">
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038185">
<input id="757038185_4999869508" aria-labelledby="757038185_4999869508_label" name="757038185" type="radio" role="radio" class="radio-button-input " value="4999869508" aria-checked="false">
<label data-sm-radio-button-label="" id="757038185_4999869508_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038185_4999869508">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> An investment committee member </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038185">
<input id="757038185_4999869509" aria-labelledby="757038185_4999869509_label" name="757038185" type="radio" role="radio" class="radio-button-input " value="4999869509" aria-checked="false">
<label data-sm-radio-button-label="" id="757038185_4999869509_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038185_4999869509">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> 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 </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038185">
<input id="757038185_4999869521" aria-labelledby="757038185_4999869521_label" name="757038185" type="radio" role="radio" class="radio-button-input " value="4999869521" aria-checked="false">
<label data-sm-radio-button-label="" id="757038185_4999869521_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038185_4999869521">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Selecting from an existing menu of third party retail funds </span>
</label>
</div>
</div>
</div>
<div class="other-answer-container other-answer-option-container">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038185">
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<label data-sm-radio-button-label="" id="757038185_4999869522_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038185_4999869522">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Other (please specify) </span>
</label>
</div>
<input id="757038185_other" name="757038185_other" type="text" class="text other-answer-text" maxlength="20000" size="50" aria-label="Other (please specify)" data-other-text="">
</div>
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<button id="757038185-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 80px; width: 896px;"></div>
<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="open_ended_single" data-rq-question-type="open_ended" class="question-container
">
<div id="question-field-759518400" data-qnumber="7" data-qdispnumber="7" data-question-id="759518400" class=" question-open-ended-single qn question single">
<h3 class="screenreader-only">Question Title</h3>
<div class=" question-fieldset question-legend">
<h4 id="question-title-759518400" class=" question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 7<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> Please share with us an estimate of assets under management (USD M):<span id="smusr_mce_1_start" style="line-height: 0px;"></span></span>
</h4>
<div class="question-body clearfix notranslate ">
<div id="open-ended-single_759518400" data-question-id="759518400" data-response="" data-sm-open-single="" maxlength="20000" data-ng="true" data-size="50" data-labeledby="question-title-759518400">
<div class="question-body open-ended-single"><input aria-labelledby="question-title-759518400" id="759518400" aria-required="false" data-sm-open-single="true" maxlength="20000" class="wds-input wds-input--lg qt-input_text text"
name="759518400" size="50" value=""></div>
</div>
</div>
</div>
</div>
</div>
<button id="759518400-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 81px; width: 896px;"></div>
<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="open_ended_single" data-rq-question-type="open_ended" class="question-container
">
<div id="question-field-757038188" data-qnumber="8" data-qdispnumber="8" data-question-id="757038188" class=" question-open-ended-single qn question single question-required">
<h3 class="screenreader-only">Question Title</h3>
<div class=" question-fieldset question-legend">
<h4 id="question-title-757038188" class=" question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 8<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> How many people are involved in the selection team?</span>
</h4>
<div class="question-body clearfix notranslate ">
<div id="open-ended-single_757038188" data-question-id="757038188" data-response="" data-sm-open-single="" maxlength="20000" data-ng="true" data-required="true" data-size="50" data-labeledby="question-title-757038188">
<div class="question-body open-ended-single"><input aria-labelledby="question-title-757038188" id="757038188" aria-required="true" data-sm-open-single="true" maxlength="20000" class="wds-input wds-input--lg qt-input_text text"
name="757038188" size="50" value=""></div>
</div>
</div>
</div>
</div>
</div>
<button id="757038188-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 136px; width: 896px;"></div>
<div class="question-row clearfix overlay
" tabindex="-1">
<div data-question-type="single_choice_vertical_two_col" data-rq-question-type="single_choice_vertical_two_col" class="question-container
">
<div id="question-field-757038183" data-qnumber="9" data-qdispnumber="9" data-question-id="757038183" class=" question-single-choice-radio qn question vertical_two_col question-required">
<h3 class="screenreader-only">Question Title</h3>
<fieldset class=" question-fieldset" data-radio-button-group="">
<legend class="question-legend">
<h4 id="question-title-757038183" class="
question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 9<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> To what extent are you involved in the selection, purchase or distribution of 3rd party retail fund products?</span>
</h4>
</legend>
<div class="question-body clearfix notranslate ">
<div class="answer-option-col
answer-option-col-2">
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038183">
<input id="757038183_4999869502" aria-labelledby="757038183_4999869502_label" name="757038183" type="radio" role="radio" class="radio-button-input " value="4999869502" aria-checked="false">
<label data-sm-radio-button-label="" id="757038183_4999869502_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038183_4999869502">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> I play a major role in the process </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038183">
<input id="757038183_4999869503" aria-labelledby="757038183_4999869503_label" name="757038183" type="radio" role="radio" class="radio-button-input " value="4999869503" aria-checked="false">
<label data-sm-radio-button-label="" id="757038183_4999869503_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038183_4999869503">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> I share in the process </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038183">
<input id="757038183_4999869515" aria-labelledby="757038183_4999869515_label" name="757038183" type="radio" role="radio" class="radio-button-input " value="4999869515" aria-checked="false">
<label data-sm-radio-button-label="" id="757038183_4999869515_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038183_4999869515">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> I make recommendations </span>
</label>
</div>
</div>
</div>
<div class="answer-option-col
answer-option-col-2">
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038183">
<input id="757038183_4999869516" aria-labelledby="757038183_4999869516_label" name="757038183" type="radio" role="radio" class="radio-button-input " value="4999869516" aria-checked="false">
<label data-sm-radio-button-label="" id="757038183_4999869516_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038183_4999869516">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> I am responsible for implementing the decisions made </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038183">
<input id="757038183_4999869517" aria-labelledby="757038183_4999869517_label" name="757038183" type="radio" role="radio" class="radio-button-input " value="4999869517" aria-checked="false">
<label data-sm-radio-button-label="" id="757038183_4999869517_label" class="answer-label radio-button-label no-touch touch-sensitive clearfix" for="757038183_4999869517">
<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> I am not involved </span>
</label>
</div>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<button id="757038183-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
</div>
<div class="question-click-shield" tabindex="-1" style="height: 248px; width: 896px;"></div>
<div class="question-row clearfix overlay
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<div data-question-type="single_choice_vertical_two_col" data-rq-question-type="single_choice_vertical_two_col" class="question-container
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<div id="question-field-757038187" data-qnumber="10" data-qdispnumber="10" data-question-id="757038187" class=" question-single-choice-radio qn question vertical_two_col question-required">
<h3 class="screenreader-only">Question Title</h3>
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<h4 id="question-title-757038187" class="
question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 10<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> Which of the following describes your area of responsibility regarding 3rd party retail funds?</span>
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<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038187">
<input id="757038187_4999869523" aria-labelledby="757038187_4999869523_label" name="757038187" type="radio" role="radio" class="radio-button-input " value="4999869523" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Wirehouse broker-dealer </span>
</label>
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<div class="answer-option-cell">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> RIA firm </span>
</label>
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<input id="757038187_4999869538" aria-labelledby="757038187_4999869538_label" name="757038187" type="radio" role="radio" class="radio-button-input " value="4999869538" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Regional broker-dealer </span>
</label>
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<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038187">
<input id="757038187_4999869539" aria-labelledby="757038187_4999869539_label" name="757038187" type="radio" role="radio" class="radio-button-input " value="4999869539" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Independent broker-dealer </span>
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<div class="answer-option-cell">
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<input id="757038187_4999869540" aria-labelledby="757038187_4999869540_label" name="757038187" type="radio" role="radio" class="radio-button-input " value="4999869540" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Bank broker-dealer </span>
</label>
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<div class="answer-option-cell">
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<input id="757038187_4999869541" aria-labelledby="757038187_4999869541_label" name="757038187" type="radio" role="radio" class="radio-button-input " value="4999869541" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Insurance broker-dealer </span>
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</div>
<div class="answer-option-cell">
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<input id="757038187_4999869542" aria-labelledby="757038187_4999869542_label" name="757038187" type="radio" role="radio" class="radio-button-input " value="4999869542" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Turnkey Asset Management Program (TAMP) </span>
</label>
</div>
</div>
</div>
<div class="other-answer-container other-answer-option-container">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038187">
<input id="757038187_4999869524" aria-labelledby="757038187_4999869524_label" name="757038187" type="radio" role="radio" class="radio-button-input " value="4999869524" aria-checked="false" data-other-answer="">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Other (please specify) </span>
</label>
</div>
<input id="757038187_other" name="757038187_other" type="text" class="text other-answer-text" maxlength="20000" size="50" aria-label="Other (please specify)" data-other-text="">
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</div>
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<button id="757038187-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
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<div id="question-field-757038184" data-qnumber="11" data-qdispnumber="11" data-question-id="757038184" class=" question-single-choice-radio qn question vertical question-required">
<h3 class="screenreader-only">Question Title</h3>
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<h4 id="question-title-757038184" class="
question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 11<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> Does your organization use external or 3rd party investment providers?</span>
</h4>
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<div class="question-body clearfix notranslate ">
<div class="">
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<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038184">
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</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Yes </span>
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<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038184">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> No </span>
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</div>
</div>
</div>
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</div>
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<button id="757038184-ok" class="new-button ok-button user-generated notranslate hide" type="submit"> OK </button>
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<div class="question-click-shield" tabindex="-1" style="height: 125px; width: 896px;"></div>
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<div data-question-type="single_choice_vertical" data-rq-question-type="single_choice_vertical" class="question-container
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<div id="question-field-757038195" data-qnumber="12" data-qdispnumber="12" data-question-id="757038195" class=" question-single-choice-radio qn question vertical question-required">
<h3 class="screenreader-only">Question Title</h3>
<fieldset class=" question-fieldset" data-radio-button-group="">
<legend class="question-legend">
<h4 id="question-title-757038195" class="
question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 12<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> Are you or your team responsible for the due diligence and approval of funds on your company-wide distribution platform?</span>
</h4>
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<div class="question-body clearfix notranslate ">
<div class="">
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038195">
<input id="757038195_4999869687" aria-labelledby="757038195_4999869687_label" name="757038195" type="radio" role="radio" class="radio-button-input " value="4999869687" aria-checked="false">
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</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Yes </span>
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<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038195">
<input id="757038195_4999869688" aria-labelledby="757038195_4999869688_label" name="757038195" type="radio" role="radio" class="radio-button-input " value="4999869688" aria-checked="false">
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</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> No </span>
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</div>
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<div id="question-field-757038191" data-qnumber="13" data-qdispnumber="13" data-question-id="757038191" class=" question-single-choice-radio qn question vertical_two_col">
<h3 class="screenreader-only">Question Title</h3>
<fieldset class=" question-fieldset" data-radio-button-group="">
<legend class="question-legend">
<h4 id="question-title-757038191" class="
question-title-container ">
<span class="required-asterisk notranslate"> * </span>
<span class="question-number notranslate"> 13<span class="question-dot">.</span>
</span>
<span class="user-generated notranslate
"> How did you hear about this survey?</span>
</h4>
</legend>
<div class="question-body clearfix notranslate ">
<div class="answer-option-col
answer-option-col-2">
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038191">
<input id="757038191_4999869559" aria-labelledby="757038191_4999869559_label" name="757038191" type="radio" role="radio" class="radio-button-input " value="4999869559" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> I received a call </span>
</label>
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<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038191">
<input id="757038191_4999869560" aria-labelledby="757038191_4999869560_label" name="757038191" type="radio" role="radio" class="radio-button-input " value="4999869560" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> I received an email </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038191">
<input id="757038191_4999869561" aria-labelledby="757038191_4999869561_label" name="757038191" type="radio" role="radio" class="radio-button-input " value="4999869561" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Linked In </span>
</label>
</div>
</div>
</div>
<div class="answer-option-col
answer-option-col-2">
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038191">
<input id="757038191_4999869562" aria-labelledby="757038191_4999869562_label" name="757038191" type="radio" role="radio" class="radio-button-input " value="4999869562" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Facebook </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038191">
<input id="757038191_4999869563" aria-labelledby="757038191_4999869563_label" name="757038191" type="radio" role="radio" class="radio-button-input " value="4999869563" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Instagram </span>
</label>
</div>
</div>
<div class="answer-option-cell">
<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038191">
<input id="757038191_4999869564" aria-labelledby="757038191_4999869564_label" name="757038191" type="radio" role="radio" class="radio-button-input " value="4999869564" aria-checked="false">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> A friend referred me </span>
</label>
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</div>
</div>
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<div data-sm-radio-button="" class="radio-button-container " aria-labelledby="question-title-757038191">
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<span class="radio-button-display ">
</span>
<span class="radio-button-label-text question-body-font-theme user-generated "> Other (please specify) </span>
</label>
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<div id="question-field-757038182" data-qnumber="14" data-qdispnumber="" data-question-id="757038182" class=" question-presentation-text qn question descriptive_text">
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<span class="user-generated notranslate
"> 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
<a href="http://www.sisfocusgroups.com" rel="nofollow" target="_blank">www.sisfocusgroups.com</a></span>
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MUTUAL FUNDS STUDY - USA 2022 PRE-SCREENER SIS Research (www.sisinternational.com) is conducting online interviews with finance professionals who sell/use/invest in third-party mutual funds and are familiar with fund selection/distribution. We are providing a $250 incentive for completing an approx 45 min. Zoom interview if you qualify and are selected. We are interested in general opinions about 3rd party 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: OK QUESTION TITLE * 1. WHAT IS YOUR CONTACT INFORMATION? Name Company Group Name City Country Email Address Phone Number OK QUESTION TITLE * 2. WHAT IS YOUR JOB TITLE? WHAT ARE YOUR MAIN RESPONSIBILITIES AT WORK? OK QUESTION TITLE * 3. PLEASE PROVIDE A LINK TO YOUR LINKEDIN: OK QUESTION TITLE * 4. PLEASE PROVIDE A WEBSITE LINK TO YOUR COMPANY: OK QUESTION TITLE * 5. DO YOU MAKE RETAIL FUND DECISIONS ON A CORPORATE LEVEL? (AFFECTING THE FUND CHOICES FOR FINANCIAL MANAGERS, WEALTH MANAGERS, ETC.?) Yes No OK QUESTION TITLE * 6. 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) OK QUESTION TITLE * 7. PLEASE SHARE WITH US AN ESTIMATE OF ASSETS UNDER MANAGEMENT (USD M): OK QUESTION TITLE * 8. HOW MANY PEOPLE ARE INVOLVED IN THE SELECTION TEAM? OK QUESTION TITLE * 9. 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 OK QUESTION TITLE * 10. WHICH OF THE FOLLOWING DESCRIBES YOUR AREA OF RESPONSIBILITY REGARDING 3RD PARTY RETAIL FUNDS? Wirehouse broker-dealer RIA firm Regional broker-dealer Independent broker-dealer Bank broker-dealer Insurance broker-dealer Turnkey Asset Management Program (TAMP) Other (please specify) OK QUESTION TITLE * 11. DOES YOUR ORGANIZATION USE EXTERNAL OR 3RD PARTY INVESTMENT PROVIDERS? Yes No OK QUESTION TITLE * 12. ARE YOU OR YOUR TEAM RESPONSIBLE FOR THE DUE DILIGENCE AND APPROVAL OF FUNDS ON YOUR COMPANY-WIDE DISTRIBUTION PLATFORM? Yes No OK QUESTION TITLE * 13. HOW DID YOU HEAR ABOUT THIS SURVEY? I received a call I received an email Linked In Facebook Instagram A friend referred me Other (please specify) OK 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 OK DONE Powered by See how easy it is to create a survey. Privacy & Cookie Notice 0 of 13 answered Javascript is required for this site to function, please enable.