Fiduciary Excellence

585-512-2385

Contact Us

CEFEXMarkPNGFormat.png

CEFEX Defined

CEFEXMarkPNGFormat.png
CEFEX_tm_logo_med.png

Free Report: Are Your Investments Putting You At Risk?

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

scatter.png
Sage Rutty Financial Advisors Logo
  • Facebook Social Icon
  • LinkedIn Social Icon

Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC