A key component of our contribution was the integration of a survey assessing the financial capabilities of private retail investors. SFO supported this process through methodological input, written feedback, and ongoing collaboration with the project team.
SFO also conducted an in-depth analysis of the existing financial product landscape. Using MyFairMoney’s fund and impact databases, SFO identified appropriate attributes and attributed levels to be used in the preference query. These insights were delivered through structured data analyses and supporting Excel databases.
To ensure the reliability and usability of the tool, SFO was responsible for testing its functionalities, identifying potential issues, and providing detailed written feedback to help eliminate errors and improve performance.
Finally, OBS carried out an empirical survey to generate evidence that the tool effectively captures and reflects investor preferences. This empirical validation was supported by testing activities and comprehensive written feedback, strengthening the overall credibility and impact of the project.
Funders
