Investment Fund Performance Evaluation Survey
Use this survey to evaluate an investment fund’s performance, risk profile, communication, fees, and overall satisfaction.
Respondent and Fund Context
Respondent Role or Relationship to the Fund
*
Investor
Advisor
Analyst
Consultant
Other
Fund Name or Fund Identifier
*
Evaluation Period or Date Range
*
Fund Category or Strategy
*
Please Select
Equity
Fixed Income
Balanced
Multi-Asset
Money Market
Alternative
Other
Performance Evaluation
Overall Fund Performance
*
1
2
3
4
5
Rate Key Performance Dimensions
*
Rows
Poor
Fair
Good
Very Good
Excellent
Return Consistency
1
2
3
4
5
Downside Protection
6
7
8
9
10
Volatility Management
11
12
13
14
15
Benchmark Comparison
16
17
18
19
20
Fee/Value Perception
21
22
23
24
25
Manager Communication
26
27
28
29
30
Did the fund meet your expectations?
*
Exceeded
Met
Partially met
Did not meet
Overall Satisfaction
*
1
2
3
4
5
Comments and Follow-up
Comments, concerns, or suggestions for improvement
Would you like a follow-up?
*
Yes
No
Submit Survey
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