Fiduciary Excellence
CEFEX DEFINED
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