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Invest Portfolio Reviews - Feedback

Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.

Secured
Invest Portfolio Reviews: Feedback Request March 2025
1

What is your role?

Outside CE, please denote department.
2

Which session are you providing feedback on?

Name of Strategic Client Director
3

How would you rate the time allotted (2 hrs) and structure of this session on a scale of 1 to 3? Please share your reasoning and any suggestions for improvement.

1 = Poor, 2 = Good, 3 = Excellent
4

Did you feel you had the ability to interact during the session? Please share your reasoning and any suggestions for improvement.

1 = not at all, 2 = somewhat, 3 = very much
5

As it relates to your role, how relevant and useful was the information provided? Please elaborate and share topics you would like to see covered in future sessions.

1 = not relevant, 2 = relevant, 3 = very relevant
6

Do you have any other comments or suggestions for improving Portfolio Review Sessions?