What is fi360 and their "Fiduciary Score"?

FI360 is considered the gold standard when it comes to evaluating fiduciary standards. The free report offered is an evaluation of how a plan’s fund lineup stacks up in the recommended areas that plan fiduciaries should be evaluating.

​

Funds are scored on a scale of 0 (Best) to 100 (worst) versus their peers within the same asset class. The tool takes into account the following factors:

• Expense Ratios and Fees Relative to Peers

• Risk Adjusted Performance (Alpha and Sharpe Ratio)

• Performance Relative to Peers (1, 3, and 5 year data)

• Regulatory Oversight

• Minimum Track Record

• Stability of the Organization

• Assets in the Investment

• Composition Consistent with Asset Class

• Style Consistency