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Fiduciary Resource Center

Reports

Top Quartile Report 


Each quarter our Data and Analytics team scrutinizes tens of thousands of investments using the Fi360 Fiduciary Score® to understand their peer percentile ranking. The Fiduciary Score evaluates these investments across a spectrum of nine quantitative data points to determine if it meets a minimum fiduciary standard of care. 

Investment selection and monitoring is an important fiduciary responsibility (Practice 4.1), and the Fi360 Fiduciary Score® was designed to help the marketplace understand if funds are performing well from a fiduciary perspective. 

Q3 2017 Top Quartile Report

This quarter, more than 66,000 investments were scored. More than 7,200 were excluded. 17 percent achieved the highest mark of a zero score. 346 asset managers had more than 50 percent of their investments score in the top half and 106 asset managers made the first quartile with more than 50 percent of their investments.

Download the Q3 2017 Top Quartile Report

 

Q2 2017 Top Quartile Report

This quarter, nearly 73,000 investments were considered. More than 7,200 were excluded and 65,700 were scored. Only 16 percent achieved the highest mark of a zero score. 221 asset managers had more than 50 percent of their investments score in the top half and 66 asset managers made the first quartile with more than 50 percent of their investments.

Download the Q3 2017 Top Quartile Report

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