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INTRODUCTION

On behalf of our team at Builders Vision (BV), we invite you to participate in our first annual

Environmental, Social, and Governance (ESG) & impact survey. As we partner with you to build a more humane and healthy planet, we will send you this survey once per year to learn more about your fund’s ESG strategy and practices, as well as the impact of your investment and engagement activities on people and planet, so that we can best support, champion, and amplify your work over time. We realize that this request is one of many competing priorities as you operate your fund, however we believe that a strong foundation for impact measurement and management (IMM) will be a competitive advantage to your success in the market and look forward to learning with you along the way.

Survey Overview:

This survey is intended to capture data as of year-end 2022, and is divided into two sections:

SECTION 1: Firm-Level Information

A. Firm’s Commitment to ESG & Impact

B. Demographic Profile of Firm’s Full-time Employees & Firm Ownership

SECTION 2: Strategy-Level Information

A. ESG Considerations

B. Impact Considerations

C. Demographic Profile of Senior Leadership & Boards of Portfolio Companies

Section 1 relates to ESG & impact data specific to your firm/management company, and Section 2 requests ESG & impact data specific to the strategy (or “fund”) in which BV has invested. If BV is invested in multiple strategies (or "funds"), there is space to provide information on each one. We understand that not all questions may be relevant to BV’s investment, in which case please feel free to mark them as “Not Applicable” (N/A).

Since there are no universally accepted standards for impact reporting at this time, we have designed the survey questions to align with best practices set forth by industry groups such as B Corp, the Impact Management Platform (IMP), the Institutional Limited Partners Association (ILPA), and the International Finance Corporation (IFC), among others. It is our hope that this helps to streamline your responses to reporting requests as much as possible.

Instructions for Saving and Sharing Access:

Click here for a link to download a Word version of the survey for your reference to support your data gathering and coordination across your team.

Please note that there can only be one email login and password combination for shared access to the survey. If you are the first to access the survey, please click "Save my progress and resume later," create a login and password, and share that with other collaborators. Those individuals can then access the survey link, click "Resume a previously saved form," and login using the shared credentials. In order to prevent version control issues, we recommend avoiding simultaneous data entry.

Since the survey does not automatically save your inputs, please use the "Save my progress and resume later" option, available at the top and bottom of each survey page, to ensure that you are saving and accessing the latest version of your survey. Each time you click "Save my progress and resume later," the platform will prompt you to re-enter your email login and password. The same combination should be used each time.

Data Security:

We plan to use survey data for a range of internal and external purposes, including:

Informing ongoing conversations with BV about how we can support your fund, enhance your success in the market, and deepen your long-term social and environmental outcomes.
Reporting on firm-level impact to BV’s leadership team.
Reporting on strategy-level impact of BV’s investment managers to internal and external audiences.

All firm and strategy-level responses will be treated confidentially and anonymized and/or aggregated for external reporting purposes. In some circumstances, we may request your explicit permission to share data or stories with external audiences following your submission. By responding to this survey you consent to your data being used in the way described above.

Questions:

Please direct any questions related to this survey to impact@buildersvision.com and a member of our IMM team will respond as soon as possible. We also invite feedback and suggestions on how we might improve this process moving forward. Thank you in advance for your input and participation!

Timeline:

We ask that you please submit this survey by Friday, May 26th, 2023.

FIRM INFORMATION

Please answer the questions below to ensure that we have the most updated information about your firm for our records.

Firm/Management Company Name

Firm/Management Company Logo

Point of Contact for ESG & Impact:

First Name	Last Name
Email

Point of Contact for Marketing & Communications:

First Name	Last Name
Email

Reminder: Please use the "Save my progress and resume later" option, available at the top and bottom of each survey page, to ensure that you are saving your updates. Each time you save you will be prompted to login again. Thank you for accommodating this format. Please direct any questions related to this survey to impact@buildersvision.com.

SECTION 1: FIRM-LEVEL INFORMATION (Continued)

B: Demographic Profile of Firm's Full-time Employees & Firm Ownership

BV is committed to better understanding the diversity of the firms with which we partner. To that end, we invite you to provide information about the identities of your full-time employees who work directly with the investment strategy (or strategies) and firm owners. Providing this information is entirely voluntary, and your participation will not be used to treat your firm in any adverse manner.

As a first step, we would like to know if the demographic information you provide to BV is collected directly from your employees and leadership, or if it is based on the assumptions of the survey respondent. Does your firm collect the following data directly from full-time employees and firm owners? Please use the table below to indicate your responses.

Note: “Full-time employees” is defined as the total number of direct-hire employees who are eligible for full-time benefits as of year-end 2022.

Full-Time Employees

Firm Owners

1. Race & Ethnicity

2. Gender Identity

3. Sexual Orientation

4. Disability Status

5. Veteran Status

Next, please use the tables below (Tables 1-6) to provide demographic information on the following data categories: firm owners (demographic data as well as ownership percentage), senior investment professionals, investment professionals, portfolio services professionals, and operations/admin/other professionals. Definitions are provided below.

If you do not collect this data in a cross-sectional format, please use the "Other/Unknown" columns to enter totals by gender and race & ethnicity separately. We also recognize that these demographic categories may not be relevant to all geographies. Please feel free to make a note of any adjustments needed to accommodate for any differences below.

Table 1

Demographic Data of Firm Owners (as of year-end 2022)

Definition: “Firm owners” are defined by BV as any individual with ownership rights or equity in the firm.

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table A SO

DISABILITY STATUS

# who identify as having a disability

Table A DS

VETERAN STATUS

# who identify as a veteran

Table A VS

Table 2

Ownership Percentage (%) by Demographic Categories (as of year-end 2022)

Definition: “% Ownership” is defined as the amount of ownership rights or equity in the firm.

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
% identifying as LGBTQ+

Table B SO

DISABILITY STATUS

% identifying as having a disability

Table B DS

VETERAN STATUS

% identifying as a veteran

Table B VS

Table 3

Demographic Data of Senior Investment Professionals (only) (as of year-end 2022)

Definition: "Senior investment professionals" are defined as members of the investment team (i.e., managing directors, partners). Note there may be overlap with firm owners.

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table C SO

DISABILITY STATUS

# who identify as having a disability

Table C DS

VETERAN STATUS

# who identify as a veteran

Table C VS

Table 4

Demographic Data of Investment Professionals (only) (as of year-end 2022)

Definition: "Investment professionals" are defined as all other members of the investment team (i.e., principals, vice presidents, associates, analysts).

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table C SO

DISABILITY STATUS

# who identify as having a disability

Table C DS

VETERAN STATUS

# who identify as a veteran

Table C VS

Table 5

Demographic Data of Portfolio Services Professionals (only) (as of year-end 2022)

Definition: "Portfolio services professionals" are defined as portfolio services or platform team members (of all levels of seniority). This includes marketing and client services professionals.

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table C SO

DISABILITY STATUS

# who identify as having a disability

Table C DS

VETERAN STATUS

# who identify as a veteran

Table C VS

Table 6

Demographic Data of Operations/Admin/Other Professionals (only) (as of year-end 2022)

Definition: "Operations/Admin/Other professionals" are defined as professionals without investment responsibilities (of all levels of seniority).

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table C SO

DISABILITY STATUS

# who identify as having a disability

Table C DS

VETERAN STATUS

# who identify as a veteran

Table C VS

If you have any additional comments regarding your demographic data, please feel free to share here.

Reminder: Please use the "Save my progress and resume later" option, available at the top and bottom of each survey page, to ensure that you are saving your updates. Each time you save you will be prompted to login again. Thank you for accommodating this format. Please direct any questions related to this survey to impact@buildersvision.com.

SECTION 2: STRATEGY-LEVEL INFORMATION

In addition to firm-level information, we are interested in gathering ESG & impact data specific to the strategies/funds in which BV has invested. This includes gathering information about a strategy’s:

A. ESG Considerations;
B. Impact Considerations; and
C. Demographic Profile of Senior Leadership & Boards of Portfolio Companies.

If BV is invested in multiple strategies (or "funds"), we have provided separate sections to input data on each one. We understand that not all questions may be relevant to BV’s investments, in which case please feel free to mark them as “Not Applicable” (N/A).

Number of Strategies

Strategy 1

Strategy 2

Strategy 3

Strategy 4

Strategy 5

Strategy

Strategy Name

9. If applicable, which of the following active ownership approaches is employed in relation to material ESG risks and/or opportunities after investing in a company? Please select all the apply.

Direct engagement (we define engagement as meaningful dialogue with a company for the purposes of better understanding the firm’s operations and relevant ESG topics)Collaborative engagement (working with other firms or associations)Proxy votingShareholder resolutionsOther (if other, please leave comments below)

If you checked "Other" above, or would like to provide additional detail on any of the above categories, please use the space below.

C: Demographic Profile of Senior Leadership & Boards of Portfolio Companies

BV is committed to better understanding the diversity of the companies that we support through our investments. To that end, we invite you to provide information about the identities of the senior leadership and Board members across your portfolio companies. Providing this information is entirely voluntary, and your participation will not be used to treat your firm in any adverse manner.

As a first step, we would like to know if the demographic information you provide to BV is collected directly from senior leadership and Board members across the portfolio, or if it is based on assumptions. Do your portfolio companies collect the following data directly from senior leadership and Board members? Please use the table below to indicate your response to this question.

Senior Leadership

Board

1. Race & Ethnicity

2. Gender Identity

3. Sexual Orientation

4. Disability Status

5. Veteran Status

Next, please use the tables below (Tables 1-2) to provide demographic data on senior leadership and Board.

Table 1

Demographic Data of Senior Leadership (as of year-end 2022)

Definition: “Senior leadership” is defined as full-time employees who have responsibility for the overall management and oversight of the company (e.g., C-Suite and high-level management positions), not including Board members.

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table B SO

DISABILITY STATUS

# who identify as having a disability

Table B DS

VETERAN STATUS

# who identify as a veteran

Table B VS

Table 2

Demographic Data of Board Members (as of year-end 2022)

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table B SO

DISABILITY STATUS

# who identify as having a disability

Table B DS

VETERAN STATUS

# who identify as a veteran

Table B VS

If you have any additional comments regarding your demographic data, please feel free to share here.

Page 6

Strategy

Strategy Name

9. If applicable, which of the following active ownership approaches is employed in relation to material ESG risks and/or opportunities after investing in a company? Please select all the apply.

If you checked "Other" above, or would like to provide additional detail on any of the above categories, please use the space below.

C: Demographic Profile of Senior Leadership & Boards of Portfolio Companies

Senior Leadership

Board

1. Race & Ethnicity

2. Gender Identity

3. Sexual Orientation

4. Disability Status

5. Veteran Status

Next, please use the tables below (Tables 1-2) to provide demographic data on senior leadership and Board.

Table 1

Demographic Data of Senior Leadership (as of year-end 2022)

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table B SO

DISABILITY STATUS

# who identify as having a disability

Table B DS

VETERAN STATUS

# who identify as a veteran

Table B VS

Table 2

Demographic Data of Board Members (as of year-end 2022)

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table B SO

DISABILITY STATUS

# who identify as having a disability

Table B DS

VETERAN STATUS

# who identify as a veteran

Table B VS

If you have any additional comments regarding your demographic data, please feel free to share here.

Page 7

Strategy

Strategy Name

9. If applicable, which of the following active ownership approaches is employed in relation to material ESG risks and/or opportunities after investing in a company? Please select all the apply.

If you checked "Other" above, or would like to provide additional detail on any of the above categories, please use the space below.

C: Demographic Profile of Senior Leadership & Boards of Portfolio Companies

Senior Leadership

Board

1. Race & Ethnicity

2. Gender Identity

3. Sexual Orientation

4. Disability Status

5. Veteran Status

Next, please use the tables below (Tables 1-2) to provide demographic data on senior leadership and Board.

Table 1

Demographic Data of Senior Leadership (as of year-end 2022)

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table B SO

DISABILITY STATUS

# who identify as having a disability

Table B DS

VETERAN STATUS

# who identify as a veteran

Table B VS

Table 2

Demographic Data of Board Members (as of year-end 2022)

	Female	Male	Gender Nonconforming	Other / Unknown	Totals
African American or Black
Native American / Alaskan Native
Asian and/or Asian American
Two or More Races or Ethnicities
Hispanic or Latino/a
Middle Eastern, Arab, or Northern African
Native Hawaiian or Pacific Islander
White
Did Not Disclose Race & Ethnicity/ Unknown
Totals

SEXUAL ORIENTATION
# who identify as LGBTQ+

Table B SO

DISABILITY STATUS

# who identify as having a disability

Table B DS

VETERAN STATUS

# who identify as a veteran

Table B VS

If you have any additional comments regarding your demographic data, please feel free to share here.

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