Fi360 Fiduciary Score Reports

5 Steps to Winning Retirement Business
Fi360 Fiduciary Score Reports

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The Fi360 Fiduciary Score^® is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. The criteria include total returns, risk-adjusted returns, expenses and other portfolio statistics. Investments are ranked according to their ability to meet due diligence criteria every calendar quarter. The rank becomes the Fi360 Fiduciary Score^® (quarter). The Fi360 Fiduciary Score^® represents a suggested course of action and is not intended, nor should it be used, as the sole source of information for reaching an investment decision. Visit fi360.com/fi360-Fiduciary-Scorefor the complete methodology document.