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Epic Values Discovery

When it comes to your investments, you have choice. Choice to include companies and emerging industries that, through new technologies and innovative solutions, are advancing populations all over the world. And choice to exclude companies, and even industries, that don’t represent your greater values. That’s Impact Investing.

The below 16-question exercise is a working tool that can help you gain deeper insight into the types of choices you have when building your investment portfolio. A copy of your responses will be emailed directly to you upon completion.

How long have you been interested in Impact Investing?
Which opportunities in our world today matter the most to you?
Are there any areas or types of companies that you prefer NOT to invest in?
What are some of your personal interests, passions, or hobbies?
What charitable organizations are you currently involved with and/or have you supported in the past?
In regard to Climate Change, which of the following factors (if any) are important to you? Please mark all that apply.
In regard to Natural Resources, which of the following factors (if any) are important to you? Please mark all that apply.
In regard to Pollution and Waste, which of the following factors (if any) are important to you? Please mark all that apply.
In regard to Environmental Opportunities, which of the following factors (if any) are important to you? Please mark all that apply.



We are preparing the questionnaire, please let us know through the contact page if you want to be notified when it's available.
Thank you.

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