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 2020 Top Quartile Report

More than 27,000 investments were assessed and more than 22 percent achieved the highest mark, passing the scrutiny of nine rigorous filters.

Download the Q3 2020 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®, Founder and Principal
Fiduciary Insights, LLC

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®, Founder and Principal
Fiduciary Insights, LLC

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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