Each quarter our data and analytics team scrutinizes tens of thousands of investments using the Fi360 Fiduciary Score® to understand their peer percentile ranking.
The Fiduciary Score evaluates these investments across a spectrum of nine quantitative data points to determine if it meets a minimum fiduciary standard of care.
Investment selection and monitoring is an important fiduciary responsibility (Practice 4.1), and the Fi360 Fiduciary Score® was designed to help the marketplace understand if funds are performing well from a fiduciary perspective.
This quarter, nearly 78,000 investments were scored and 18 percent achieved the highest mark of a zero score, passing the scrutiny of nine rigorous filters. Check out a preview.
Download the Q1 2018 Top Quartile Report
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Check our Calendar for upcoming educational webinars!
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
See Also:
Fi360, a Broadridge Company, provides fiduciary-focused software, analytics, and training solutions for financial advisors and institutions. Specializing in fiduciary best practices and compliance, Fi360 helps advisors enhance transparency, reduce risk, and ensure regulatory alignment. Their tools streamline investment management, fiduciary oversight, and due diligence processes.
