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Company type*Asset Management CompanyBankDiscretionary Portfolio Management CompanyWealth ManagementFinancial Advisor CompanyIndependent Financial AdvisorInvestment Research CompanyInternational Life CompanyInstitution / Pension CompanyLaw FirmPrivate BankTrust Company
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1) Which type of institution do you work for?
Fund of Funds
Hedge & PE Fund
Insurance & Life Company
PE / Hedge Fund
2) Are you a: (tick most relevant box)?
Independent financial adviser
Discretionary portfolio manager
Private client stockbroker
Private client lawyer
Life company employee
3) What is your company’s total AUM?
Up to $10m
from $10m to $100m
from $100m to $1bn
4) What is the average net worth of your clients:
Less than $1m
from $1m to $5m
from $5m to $10m
from $10m to $100
5) Which of the following fund ratings do you use?
Standard & Poor’s (qual)
Morningstar qualitative ratings (qual)
Morningstar stars (quants)
Financial Express Crowns (quants)
Trustnet Alpha Manager (quants)
6) Is your firm:
Part of a global firm in Asia
An Asian firm
A firm outside of Asia with plans to set up in Asia
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