Fi360 Fiduciary Score overview and methodology

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 each calendar month. This rank becomes the Fi360 Fiduciary Score. The Fi360 Fiduciary Score Average is a one-, three-, five- or ten-year rolling average of an investment’s Quarter Score. 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. Learn more by reading the Fi360 Fiduciary Score methodology.

The Fi360 Fiduciary Score is a proprietary screening system and cannot be changed or re-calculated based on different factors and thresholds. Please reference articles on due diligence criteria and IPS criteria in order to adjust watch list decisions for clients.


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