2024 Impact Investing Survey Thank you for taking time to complete our impact investing survey. This is a critical way we receive feedback from our investors and stakeholders, so we greatly appreciate your contribution to this effort! As you take the survey, please note: The survey should take approx. 5 minutes to complete. Not all questions are required. Required questions are marked with an *asterisk. If you need to go back, click the BACK button at the bottom of the screen. All information will be kept completely confidential and your answers will be anonymous. We will only ever externally share results of the survey in aggregate. Once you complete the survey, you can enter to win one of five gift baskets from local small businesses. Question Title * 1. What is your gender? Woman Man Gender non-conforming or non-binary I prefer to self-describe as: Question Title * 2. Which generation do you most associate yourself with? Silent Generation (typically born 1945 and earlier) Baby Boomer (typically born between 1946-1964) Generation X (typically born between 1965-1980) Millennial (typically born between 1981-1996) Generation Z (typically born between 1997-present) Question Title * 3. Which of the following ethnicities and/or races do you identify with? Please select all that apply. American Indian or Alaska Native Black or African American, African, or of African descent Chinese, Japanese, Filipino, Korean, Asian Indian, Vietnamese, Asian, or of Asian descent European Mexican, Mexican American, Puerto Rican, Cuban, or of Hispanic, Latinx, Spanish origin Middle Eastern or North African, or of Middle Eastern or North African Descent Multi-ethnic and/or multi-racial Native Hawaiian, Samoan, Guamanian, Chamorro, or other Pacific Islanders Person of color White I prefer to self-describe as: Question Title * 4. What is your annual household income? Less than $50,000 $50,000 to $100,000 $100,000 to $150,000 $150,000 to $200,000 $200,000 to $300,000 $300,000 to $500,000 $500,000 or above Question Title * 5. How did you first learn about Calvert Impact? Please select all that apply. Online search for impact investing options News article or publication Podcast Financial advisor Friend or family member Read about a staff member at Calvert Impact Met a staff member at an event or conference I don't remember Other (please specify) Question Title * 6. Please select the statement that best applies to you.If you are a financial advisor or institutional investor, please answer the remaining questions with that perspective. I am an individual investor with Calvert Impact I am a representative of an institutional investor with Calvert Impact I am a financial advisor with clients who invest with Calvert Impact I am a financial advisor, but do not have clients that invest with Calvert Impact I am an individual that is not an investor with Calvert Impact, nor a financial advisor 9% of survey complete. Next
