DATA LICENSE SERVICES
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The fi360 Data License Services provide advisors and institutions with access to the raw data behind fi360's research and analysis. For advisors, a 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, a Data License facilitates the incorporation of fi360 information in sales and marketing materials and presentations or 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 investment. It enables an easy comparison of investments 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.
Available Data Points:
- Ticker symbol
- Morningstar SECID
- Fund Name
- Peer Group (i.e., Morningstar Category)
- fi360 Fiduciary Score® Quarter
- fi360 Fiduciary Score® Quarter - Number of peers
- fi360 Fiduciary Score® Average (1 yr)
- fi360 Fiduciary Score® Average (1 yr) - Number of peers
- fi360 Fiduciary Score® Average (3 yr)
- fi360 Fiduciary Score® Average (3 yr) - Number of peers
- fi360 Fiduciary Score® Average (5 yr)
- fi360 Fiduciary Score® Average (5 yr) - Number of peers
- fi360 Fiduciary Score® Average (10 yr)
- fi360 Fiduciary Score® Average (10 yr) - Number of peers
- fi360 Fiduciary Score® Due Diligence Shortfall Indicators:
- Inception Date
- Manager Tenure
- Fund Assets
- Expense Ratio
- Alpha
- Sharpe Ratio
- 1-Year Performance
- 3-Year Performance
- 5-Year Performance
- Composition
- Style Drift