Personal Divestment Survey

Thank you for taking part in this anonymous survey! The purpose of this survey it to gather your thoughts on divestment and values-based banking for a project I am conducting on divestment movements for my Summer Fellowship through Beneficial State. It should only take 4-5 minutes to complete. Opinions gathered through this survey will be used to better understand how community members view divestment.

What is your age? *

What is your area of work? (e.g. retired, student, professional industry and role) *

What does divestment mean to you? *

What are the top 3 industries you would like to see people divesting from? *

What are the top 3 issue areas you would like to see people reinvesting in? *

Do you have a bank account? *

Yes

No

Do you know what your bank invests in? *

Yes

No

Do you have other investments? (i.e. retirement) *

Yes

No

Do you know what your investment portfolio funds? *

Yes

No

Right now, in which areas of your financial life do you consider the impact that your money has on society and/or the environment? For example, choosing a certain retirement plan because it does not invest in fossil fuels. (Select all that apply) *

What are your top 3 values? *

If you were to know that your bank or investments go against those values, how likely would you be to change your bank to align with your values? *

Why would you be unlikely to move your bank? *

What would motivate you to move your financial assets? *

What is preventing you from moving your money to a values-aligned bank or credit union? (select all that apply) *

What motivated you to move your money to a values-based institution? *

What resources would you need to divest your financial assets to align with your values? (select all that apply) *

List of values-based banks and credit unions

List of investment funds that align with your values

An easy to follow step by step guide

Someone to help me through the process

None

Other: Other:

What resources did you need to help align your finances with your values? (select all that apply) *

List of values-based banks and credit unions

List of investment funds that aligned with your values

Easy to follow step by step guide

Someone to help you with the process

Other: Other:

If you would like to learn more about how to move your money to a values-based financial institution visit: https://beneficialstatebank.com/moveyourmoney

If you have any questions, please reach out to Mei Gustke at mgustke@beneficialstate.org