Fi360 Fiduciary Score® 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® Historical Averages are a one-, three-, five- or ten-year rolling average of an investment’s historical Scores. 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 watch list triggers to learn how to build your own customized watch list process.  

 

Attachments

Have more questions? Submit a request