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Fi360 Resources are for the collective knowledge and ongoing support of the investment fiduciary community. Much of what you will find here is free of charge and open to the general public. Included are information in the media, support documents, guidance from fi360 and other resources for investment fiduciaries who understand the level of trust placed in them, but aren't always sure where to look (or what they are looking for). This is the go-to source of fiduciary insights for the greater fiduciary community.

  • Articles--A database of fi360 in the news, articles about fiduciary responsibility, fi360 Article Competition submissions, and fi360 Press Releases.
  • fi360 Blog--A blog from the team members of fi360, this is our opportunity to interact with our audience as we address the fiduciary issues and concerns that are of importance to you.
  • Links--Links to useful website and go-to sources of information for investment fiduciaries, organized by category.
  • Free Document Downloads--Free downloadable documents, including our Prudent Practices for Investment Fiduciaries handbook series, sample Tools reports, investment committee document samples, and more.
  • Purchase Publications--Our online store to purchase physical copies of our handbooks and other publications of interest.
  • Assessments--Information on assessments of conformance to fiduciary standards of care, including the free online Self-Assessment of Fiduciary Excellence and information on CEFEX Certifications.
  • fi360 National Conference--Our annual conference where leaders gather as speakers and participants exclusively on the subject of fiduciary responsibility
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Practices for investment fiduciaries