Affiliates

CEFEX

CEFEX’s mission is to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX assessments help the public determine the trustworthiness of its investment fiduciaries.

To learn more about fiduciary assessments and CEFEX, visit the CEFEX website.

 



Fi360 Pacific

The Prudent Practices® are relevant to fiduciaries and those who work with fiduciaries around the world. A growing interest in introducing the Practices to various countries with advanced markets has led to an active international presence for Fi360 partners.

To learn more about Fi360 training, tools, and resources in the Pacific region, including legally-substantiated, country-specific handbooks for New Zealand and Australia, please visit the Fi360 Pacific website