YOUR GUIDE TO GLOBAL FIDUCIARY INSIGHTS
YOUR GUIDE TO GLOBAL FIDUCIARY INSIGHTS
Our solutions include educational training programs, the AIF and AIFA professional designations, analytical and reporting technology and ongoing support for all types of fiduciaries and financial service providers, including advisors, wealth managers, plan sponsors, trustees, brokers, accountants, lawyers and more.
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Educational programs for the development of responsible investment professionals. Includes the AIF® and AIFA® professional designation curriculum.
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Analytical and reporting software for the management of investment decisions. Includes the fi360 Fiduciary Score®, Asset Allocation Optimizer, Investment Analyzer and more.
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Information, analysis and ongoing support for the investment fiduciary community. Includes the annual conference, fi360 Blog, quarterly Webinars and fiduciary handbooks.
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2012 AIF and AIFA Training dates are now available
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Court Finds a Neglected IPS can be Costly
Duane Thompson looks at the lessons to be learned for both advisors and stewards from the Tussey v. ABB, Inc. court decision.
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