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About Fi360

Company History

Since 1999, we have been supporting the investment fiduciary community both in the U.S. and internationally. We are the first organization dedicated solely to promoting a culture of fiduciary excellence and improving the fiduciary decision-making process.

Fi360 traces its roots to the formation of the Center for Fiduciary Studies as a training organization dedicated to instructing those entrusted with making investment decisions on behalf of others on how to better understand and manage their fiduciary responsibilities. Before long, we added our analytical technology division and since that time have grown to be the world’s leading organization for supporting the investment fiduciary process.


Fi360 Company History Timeline

2014 – INSIGHTS 2014, Fi360's 10th annual professional development conference, held in Nashville

2013 – Second major revision completed to the Prudent Practices and fiduciary handbooks

2013 – Fi360 acquires Ann Schleck & Co., IPS AdvisorPro, and Financial Service Standards, LLC

2011 – Fi360 Canada and Fi360 Pacific introduced

2009Pensions & Investments features Fi360 Fiduciary Score™ with list of most used mutual funds for second consecutive year.

2009 – First AIF Designation Training™ program conducted in Australia

2009Fi360 Blog becomes the fiduciary blog of InvestmentNews

2008 – First AIF Designation Training program conducted in Canada

2007 – Partnered with New Frontier Advisors to incorporate Resampled Efficiency™ into asset allocation optimizer

2006Financial Planning magazine names the AIF Designation one of the “Ten most wanted” designations in the financial industry.

2006 – Updated original Prudent Investment Practices handbook to the Prudent Practices for Investment Fiduciaries handbook series, with versions for Investment Stewards, Investment Advisors, and Investment Managers. Editions have been published in the United States, Canada, New Zealand, and Australia.

2006 – The formation of CEFEX, an international joint venture formed to develop global fiduciary certification services

2005 – First AIF Designation Training program conducted in New Zealand

2004 – Selected to provide training to the Directors of the Federal Retirement Thrift, the largest defined contribution plan in the world

2003Fiduciary360 formed as unifying brand of Center for Fiduciary Studies, Fiduciary Analytics and Foundation for Fiduciary Studies

2003InvestMgt becomes Fiduciary Analytics

2003 – Co-produced, with the AICPA, the original fiduciary handbook Prudent Investment Practices

2002 – AIF Designation launched with first training program in October at University of Pittsburgh. 

2000InvestMgt, the predecessor to Fi360 Tools, founded

1999 – University relationship established with University of Pittsburgh

1999Center for Fiduciary Studies founded to provide education on the fiduciary standard of care

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