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Data License Services
The fi360 Data License Services provide advisors and institutions with access to the raw data behind fi360's research and analysis. For advisors, the Data License facilitates the convenient incorporation of data in custom reports and spreadsheets, which can be used for client presentations or further analysis. For institutions, the Data License facilitates the incorporation of fi360 information in proprietary products or services (such as software applications) for broad distribution to advisor clients.
Fi360 Fiduciary Score™ Data License
A licensed data feed provides firms the ability to integrate the fi360 Fiduciary Score information into proprietary presentations, analyses, and software. The fi360 Fiduciary Score analysis provides an investment decision-maker with a quantitatively-based fiduciary evaluation of a selected mutual fund or ETF. It enables an easy comparison of mutual funds and ETFs and facilitates the quick identification of a short list of funds that merit further qualitative research. Read the fi360 Fiduciary Score Methodology to
understand the transparent process used for evaluation. Please note: The fi360 Fiduciary Score represents a suggested course of action and is not intended to be, nor should it be used as the sole source of information for reaching an investment decision.
Data points: |
Fi360 Fiduciary Score (quarter) - The percentile rank of a mutual fund or ETF relative to its peer group as of the current quarter, based upon the fields of data that constitute a minimum fiduciary due diligence process. |
Fi360 Fiduciary Score (quarter) Classification - The verbal equivalent associated with the mutual fund's / ETF's score for the quarter. It identifies which range the fund falls into. For example: |
"Passed" |
Fi360 Fiduciary Score 0 |
"Appropriate" |
Fi360 Fiduciary Score 1-25 |
"Watch(2)" |
Fi360 Fiduciary Score 26-50 |
"Watch(3)" |
Fi360 Fiduciary Score 51-75 |
"Watch(4)" |
Fi360 Fiduciary Score 76-100 |
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Fi360 Fiduciary Score (average) - The three-year arithmetic average of the fund's quarterly Fiduciary Scores. When the fund has less than a three year history, the average of the available quarters is used. |
Fi360 Fiduciary Score (average) Classification - The verbal equivalent associated with the fund's average. |
Fi360 Fiduciary Due Diligence Shortfalls - Binary indications of shortfalls in the fiduciary due diligence fields: Inception Date, Manager Tenure, Fund Assets, Composition, Style Drift, Expense Ratio, Alpha, Sharpe Ratio, and Performance Relative to Peers (1-, 3-, and 5-Year). |
Delivery: |
Tenth business day of the quarter |
Format: |
Excel or text file |
Pricing: |
Determined by the intended distribution and audience. Please contact Steve Rydzak at 1-866-390-5080 ext. 215 for enterprise picing options. |
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