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.

This document for investment stewards covers five key points:

  1. How a reputation is established and defines stakeholder relationships.
  2. Research demonstrating and quantifying the value of reputation.
  3. Evidence of the fragility of a position of esteem and the high cost of reputational damage.
  4. Examples of special regulatory, litigation, and reputational risks retirement plan sponsors and other investment stewards face if they do not carefully attend to their fiduciary obligations.
  5. How your reputation can be strengthened, managed and promoted.
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