|Description||Global Fiduciary Insights|
Fi360 offers a full circle approach to investment fiduciary education, practice management, and support that has established us as the go-to source of investment fiduciary insights. With substantiated Practices as our foundation, we offer world-class Training, Tools, and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities.
Fiduciary360 has developed web-based software to help investment fiduciaries manage their responsibilities:
The fi360 Fiduciary Score TM is an investment rating system born out of Practice 3.1 in the Prudent Practices for Investment Fiduciaries handbook series. It helps quickly identify a short list of Mutual Funds and/or ETFâ€™s (funds) that merit further research in the selection process and also facilitates the ongoing monitoring process by highlighting funds that contain potential deficiencies.
The Score evaluates funds on nine different screens across a spectrum of quantitative data points to determine if the fund meets a minimum fiduciary standard of care. The nine screens include: regulatory oversight, track record, assets in the fund, stability of the organization, composition consistent with asset class, style consistency, expense ratio/fees relative to peers, risk-adjusted performance relative to peers, and performance relative to peers.
The Score is a flash-report on a selected mutual fund or ETF. It is a useful tool for investment decision-makers to identify and monitor funds in the exercising of their duties. It represents a suggested course of action and is not intended, nor should it be used as the sole source of information for reaching an investment decision.
The Platinum, Gold, and Silver Toolkits contain powerful, Web-based software that helps advisors manage a prudent investment process. The Toolkits contain numerous features and functions, such as:
*The well-known and highly-regarded fi360 Fiduciary Scoreâ„¢ analysis
*Customizable Due Diligence Criteria and watch list management capabilities
*Flexible and diverse FINRA-reviewed reporting options
*An Asset Allocation Optimizer that utilizes New Frontier Advisorsâ€™ patented Resampled Efficiencyâ„¢ technique
*A robust Investment Analyzer that facilitates the search for best-in-class results