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. The rank becomes the Fi360 Fiduciary Score®. The Fi360 Fiduciary Score® Average is a one-, two-, three-, five-, or ten-year rolling average of the score each 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. The Fi360 Fiduciary Score® is a proprietary screening system and cannot be changed or re-calculated based on different factors or thresholds. Learn more by reading the Fi360 Fiduciary Score® Methodology