Below are sample reports from the Fiduciary Focus Toolkit™. Feel free to download the PDFs and share with prospective clients as a quick and easy way to showcase the client benefits of working with you. After you earn their business, login to your software and create our regularly updated reports for your new client.
Monitoring Report - Provides an excellent portfolio/plan-level summary covering aspects such as diversification/asset allocation, style analysis, investment performance, expenses, the Fi360 Fiduciary Score®, investment commentary, and Watch List status.
Proposal Report - Facilitates the comparison of a prospective portfolio/plan lineup to a proposed portfolio/plan lineup. The content and flow of the report is similar to the Monitoring Report, covering items such as asset allocation, style analysis, investment performance, expenses, investment commentary, and the Fi360 Fiduciary Score®. Utilize this report to win business with the same process you use to monitor and support existing clients.
Costs & Services Report - Provides a high level cost overview while showing in a concise way the individual parties receiving these fees. The report then delves deeper into disclosing the various fee components and provides an analysis of each investment's fees in detail.
Investment Factsheet - Detailed report which provides analysis and detailed data helpful in a comprehensive analysis of an investment. It also includes basic investment attributes such as portfolio composition, trending history, as well as strategy and purchase constraints.
Investment Comparison - Facilitates a side-by-side evaluation of investments to expedite selection decisions. The report contains a section highlighting the Fi360 Fiduciary Score® Quarter and Average and also illustrates each investment's specific fiduciary shortfalls, so that you can easily see the problem areas. The second section provides a detailed performance comparison of the selected investments.
Model Portfolio Report - The Model Portfolio Report is designed to report historical or hypothetical model compositions and performance history based on the actual model portfolios entered. This is compared to an appropriate index, peer group, and other performance-related criteria. It also covers model asset allocation, expenses, and risk/return metrics.
Investment Evaluation - A combination of the Fi360 Fiduciary Score® Breakdown and the third page of the Investment Factsheet report. This report showcases a current and in depth look at the outlined investments Fi360 Fiduciary Score® criteria as well as trending history of those specific 11 criteria.
The Research Report option is now available in the Investment Screener and Client Holdings. It includes all of our new report sections! If you wish to create a report with a one of the below report sections, that option is available in the 'Report Template' dropdown menu within your software!
Report Templates Available
- Fi360 Fiduciary Score® Breakdown
- Fi360 Fiduciary Score® Breakdown (Condensed)
- Fi360 Fiduciary Score® Summary
- Fi360 Fiduciary Score® Summary (Condensed w/ 1yr Avg)
- Full Research Report (All Sections)
- Investment Snapshot (No Fi360 Score)
- Investment Snapshot
- Investment Evaluation (Fi360 Fiduciary Score® Breakdown + Pg. 3 of Investment Factsheet)
- Investment Factsheets
- Investment Factsheets (Page 3 Only)
Research Report Composition
Full Research Report - Includes below report sections.
Investment Snapshot - Provides both Fi360 Fiduciary Score® and investment return information and analysis. The return analysis will compare the investment return to the median peer group manager and an index benchmark.
Download Sample with the Fi360 Fiduciary Score®
Download Sample with NO Fi360 Fiduciary Score®
Fi360 Fiduciary Score® Breakdown - Presents the Fi360 Fiduciary Score® for each investment along with an analysis of any shortfalls for the eleven criterion used in the score process.
Download Sample with condensed layout so more investments can fit on one page
Fi360 Fiduciary Score® Summary - Provides an overview of an investments current Fi360 Fiduciary Score® and Averages. The Fiduciary Score® columns will soon be configurable. Please note, this report includes an updated Fi360 Fiduciary Score® Scatterplot.
Download Sample that includes current Score & 1 Yr Average columns (also condenses to take up less pages)