Build Values-Aligned Portfolios with ESG Impact Investment Screening

Making investment decisions that align with your values while pursuing financial returns requires clear communication between investors and advisors. This ESG Impact Investment Screening Questionnaire template helps financial advisors, wealth managers, and investment firms systematically capture client sustainability preferences, ethical boundaries, and UN Sustainable Development Goal (SDG) priorities.

Whether you're building portfolios for socially conscious investors, institutional funds with ESG mandates, or family offices focused on impact investing, this template streamlines the discovery process and ensures you understand each client's unique environmental, social, and governance priorities.

Designed for Modern Impact-Focused Finance

This questionnaire goes beyond simple risk tolerance to explore the values dimension of investment decisions. It captures:

• Environmental priorities – Climate action, renewable energy, biodiversity, and circular economy preferences
• Social impact goals – Fair labor, diversity and inclusion, community development, and health priorities
• Governance standards – Board diversity, executive compensation, transparency, and anti-corruption requirements
• Ethical exclusions – Industries and practices investors want to avoid (weapons, tobacco, fossil fuels, etc.)
• SDG alignment – Which of the 17 UN Sustainable Development Goals matter most to your client
• Impact measurement preferences – How clients want to track and report on their portfolio's real-world impact

The form provides a structured framework that makes complex ESG conversations more efficient, while creating a documented record of client instructions that supports compliance and portfolio construction.

Seamless Integration with Your Investment Workflow

Once completed, this ESG screening questionnaire integrates beautifully with your existing wealth management stack. Connect submissions to your CRM (HubSpot, Salesforce, or Redtail), investment management platforms, or client relationship systems. Use Stepper to automatically route responses to portfolio managers, trigger follow-up consultations for complex cases, or update client records across multiple platforms.

For firms requiring formal documentation, add Papersign to convert completed questionnaires into signed investment policy statements or ESG mandate agreements, creating a clean audit trail from initial preferences through to signed documentation.

Built for Financial Professionals Who Value Both Performance and Purpose

Trusted by impact-focused financial advisors, sustainable investment firms, and wealth managers worldwide, Paperform delivers the security and compliance features you need. With SOC 2 Type II compliance, role-based permissions, and data residency controls, you can confidently collect sensitive investment preferences while meeting regulatory standards.

This template is ideal for financial advisors, wealth managers, family office advisors, RIAs, sustainable investment consultancies, and any investment professional building ESG-aligned portfolios. Create forms that reflect your firm's expertise, integrate with your investment tools, and help clients invest in alignment with their deepest values—all without writing a single line of code.