Investment Planning



Discover the complexities of financial planning among corporate organizations with the help of this questionnaire!

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Available in: English, Dutch, French, German, Spanish
  • Finance Head, who needs to understand what type of investments are beneficial for their company.
  • Sales Manager, who wants to convince their team about the advantages of asset protection.
  • Legal Representative, who needs to assess the risks of equity investments.
  • Risk Manager who is interested in helping their team find ways to save on taxation.
  • Portfolio Manager who is looking for ways to provide estate planning options for clients.
Investment Planning
Evaluate various forms of investments

Risk Management
Assess and manage potential risks

Portfolio Management
Analyze assets and diversify portfolios

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What strategies have you used to invest in Equity?
  1. We have not invested in Equity yet.
  2. We have a basic buy-and-hold strategy.
  3. We have a fully formalized hedging strategy that we implement regularly.

Q. What have you done to evaluate your tax exposure?
  1. Nothing, we are not aware of our tax liabilities.
  2. We assess our liabilities on an annual basis.
  3. We measure our estimated taxes and distributed them among specific accounts regularly.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.


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