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Fi360 Collaborates with The Board Institute on Fiduciary Evaluation Tool

May 14, 2012

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We're pleased to announce a collaboration with CEFEX, Cambridge Fiduciary Services, and The Board Institute on a new tool that allows boards of directors to both assess the strengths of their investment policies and highlight areas for improvement. The content of The Fiduciary Board Index was co-developed by these four organizations and complements the existing suite of board tools offered by The Board Institute.

The Fiduciary Board Index module provides an objective and convenient online tool to help boards evaluate their performance and understand the board’s duty in fulfilling their fiduciary responsibilities for managing employee retirement plan investments. The Index delivers benefits to all boards of directors with responsibility for oversight of employee retirement plan investments and their investment committees.

The Index helps companies demonstrate best practices in the face of increased media, risk of litigation, and shareholder focus on investment losses. It is completed anonymously by board members, and, at their discretion, members of and those who work closely with the Investment Committee. It is built on a rich software engine and provides scores, variances, ranges of responses, best practices and individual comments to improve their investment fiduciary processes. The secure questionnaire takes 10 to 15 minutes to complete. Results are immediate, validated by leading survey experts and available on-line or in print.

To learn more about The Fiduciary Board Index, its benefits, and how it works, please visit the Board Institute's website

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