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. 

Q4 2018 Top Quartile Report

Nearly 28,000 investments were assessed and 19.7 percent achieved the highest mark, passing the scrutiny of nine rigorous filters.

Download the Q4 2018 Top Quartile Report

 



White Papers

 

Fiduciary Conduct and Your Reputation
What's Trust Worth As An Investment Advisor? 

Written by Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman
Fi360 and CEFEX

About this white paper:

A company’s (or a person’s) reputation is a measure of how others perceive their quality and character. It is the consensus opinion of whether that company can be trusted. Investment advisors must be perceived as trustworthy. 

Learn More + Download

Fiduciary Conduct and Your Reputation
What’s Trust Worth As An Investment Steward?

Written by Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman
Fi360 and CEFEX

About this white paper:

A company’s (or a person’s) reputation is a measure of how others perceive their quality and character. It is the consensus opinion of whether that company can be trusted. Investment stewards must be perceived as trustworthy.

Learn More + Download

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