Overview: Certain report sections can be customized to better fit your reporting needs. Depending on the section, you may have the ability to adjust how information is displayed, including how investments are grouped and sorted.
Skip to...Monitoring / Investment Research Report Sections, Proposal Report Sections, Examples
Monitoring / Investment Research Report Sections:
Annual Cost Summary
Enable Total Plan Cost Benchmark Y/N
Hide Advisory Fee: Y/N
Hide Recordkeeper Fee: Y/N
Annual Investment Option Costs
Include Assets: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | None | Fi360 Default | Investment Name | Ascending |
| #2 | Broad Asset Class | Alphabetical | Expense Ratio | Descending |
| #3 | Peer Group | - | - | - |
Executive Summary
Include Assets: Y/N
Include Fund Status: Y/N
Include Watch/Remove Details: Y/N
Reverse Quarters: Y/N
Separate by Investment Type: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | Key Metric | |
| #1 | None | Fi360 Default | Investment Name | Ascending | Fi360 Fiduciary Score |
| #2 | Broad Asset Class | Alphabetical | Action Setting | Descending | Fi360 Score – 1 year |
| #3 | Peer Group | - | Score | - | Fi360 Score – 3 year |
| #4 | - | - | - | - | Fi360 Score – 5 year |
| #5 | - | - | - | - | Fi360 Score – 10 year |
| #6 | - | - | - | - | Custom Score |
| #7 | - | - | - | - | None |
Fi360 Fiduciary Score® Breakdown, Holdings History, Investment Factsheet
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | None | Fi360 Default | Investment Name | Ascending |
| #2 | Broad Asset Class | Alphabetical | Ticker Symbol | Descending |
| #3 | Peer Group | - | Peer Group | - |
| #4 | - | - | Fi360 Fiduciary Score® | - |
| #5 | - | - | Fi360 Fiduciary Score® (1 Year) | - |
| #6 | - | - | Fi360 Fiduciary Score® (3 Year) | - |
| #7 | - | - | Fi360 Fiduciary Score® (5 Year) | - |
| #8 | - | - | Fi360 Fiduciary Score® (10 Year) | - |
Extra Options for Factsheet:
Include ONLY Watch and Remove Funds: Y/N
Select which pages to include: 1, 2, and/or 3
Select Page 3 Score Trend: Monthly or Quarterly (Default)
Fi360 Fiduciary Score® Summary
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | Scatterplot X Axis | Scatterplot Y Axis | |
| #1 | None | Fi360 Default | Investment Name | Ascending | Fi360 Fiduciary Score® | Fi360 Fiduciary Score® |
| #2 | Broad Asset Class | Alphabetical | Ticker Symbol | Descending | Fi360 Fiduciary Score® (1 Year) | Fi360 Fiduciary Score® (1 Year) |
| #3 | Peer Group | - | Peer Group | - | Fi360 Fiduciary Score® (3 Year) | Fi360 Fiduciary Score® (3 Year) |
| #4 | - | - | Fi360 Fiduciary Score® | - | Fi360 Fiduciary Score® (5 Year) | Fi360 Fiduciary Score® (5 Year) |
| #5 | - | - | Fi360 Fiduciary Score® (1 Year) | - | Fi360 Fiduciary Score® (10 Year) | Fi360 Fiduciary Score® (10 Year) |
| #6 | - | - | Fi360 Fiduciary Score® (3 Year) | - | - | - |
| #7 | - | - | Fi360 Fiduciary Score® (5 Year) | - | - | - |
| #8 | - | - | Fi360 Fiduciary Score® (10 Year) | - | - | - |
| #9 | - | - | Plot Bubble ID |
- |
- |
- |
Generic Factsheet
Include only Watch/Remove Funds: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | Score | |
| #1 | None | Alphabetical | Investment Name | Ascending | Fi360 Score |
| #2 | Broad Asset Class | - | Ticker Symbol | Descending | Fi360 Score – 1 year |
| #3 | Peer Group | - | Peer Group | - | Fi360 Score – 3 year |
| #4 | - | - | Fi360 Score | - | Fi360 Score – 5 year |
| #5 | - | - | Fi360 Score – 1 year | - | Fi360 Score – 10 year |
| #6 | - | - | Fi360 Score – 3 year | - | Custom Score |
| #7 | - | - | Fi360 Score – 5 year | - | - |
| #8 | - | - | Fi360 Score – 10 year | - | - |
Holdings Summary
Include Assets: Y/N
Include Costs: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | None | Fi360 Default | Investment Name | Ascending |
| #2 | Broad Asset Class | Alphabetical | Ticker | Descending |
| #3 | Peer Group | - | Peer Group | - |
| #4 | - | - | Action Setting | - |
Investment Commentary
Include ONLY Watch and Remove Funds: Y/N
Investment Comparison
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | None | Fi360 Default | Investment Name | Ascending |
| #2 | Peer Group | Alphabetical | Fi360 Score | Descending |
| #3 | - | - | Fi360 Score – 1 year | - |
| #4 | - | - | Fi360 Score – 3 year | - |
| #5 | - | - | Fi360 Score – 5 year | - |
| #6 | - | - | Fi360 Score – 10 year | - |
Investment Performance
| - | - | Primary Sorting | Secondary Sorting | |
| #1 | - | - | Investment Name | Ascending |
| #2 | - | - | Ticker | Descending |
Investment Performance And Expense Summary
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | Peer Group | Fi360 Default | Investment Name | Ascending |
| #2 | - | Alphabetical | Ticker | Descending |
| #3 | - | - | Expense Ratio | - |
Investment Snapshot
Include Fi360 Score: Y/N
Active Rank Colors: Y/N
Passive Rank Blue: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | Peer Group | Fi360 Default | Investment Name | Ascending |
| #2 | - | Alphabetical | Ticker Symbol | Descending |
| #3 | - | - | Fi360 Fiduciary Score® | - |
| #4 | - | - | Fi360 Fiduciary Score® (1 Year) | - |
| #5 | - | - | Fi360 Fiduciary Score® (3 Year) | - |
| #6 | - | - | Fi360 Fiduciary Score® (5 Year) | - |
| #7 | - | - | Fi360 Fiduciary Score® (10 Year) | - |
IPS Allocation Alignment
Include Assets: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | Broad Asset Class | Fi360 Default | Peer Group | Ascending |
| #2 | None | Alphabetical | Fi360 Default | |
| #3 | - | - | - |
Scorecard
Include Status: Y/N
Include Accrued Points: Y/N
Include Percentile Rank: Y/N
Include Median: Y/N
Include Index: Y/N
Include Gauge: Y/N
Include Raw Data: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | Key Metric | Pass | Fail | |
| #1 | Broad Asset Class | Fi360 Default | Investment Name | Ascending | Custom Score | Black | Black |
| #2 | Peer Group | Alphabetical | Score | Descending | - | Blue | Blue |
| #3 | None | - | - | - | - | Green | Green |
| #4 | - | - | - | - | - | Red | Red |
Share Class Comparison
Include Fi360 Score: Y/N
Standardized Performance Disclosure
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | Peer Group | Fi360 Default | Investment Name | Ascending |
| #2 | None | Alphabetical | Peer Group | Descending |
| #3 | Broad Asset Class | - | Expense Ratio | - |
State Of Affairs
Include Assets: Y/N
Include Net Exp Ratio: Y/N
Include Investments that Pass: Y/N
Include Custom Score: Y/N
Include Quarters on Watch: Y/N
| Key Metric | |
| #1 | Fi360 Score |
| #2 | None |
| #3 | - |
Style Summary & Details
Include Assets: Y/N
Include Details: Y/N
Watch List Breakdown
Include ONLY Watch and Remove Funds: Y/N
| - | - | Primary Sorting | Secondary Sorting | |
| #1 | - | - | Investment Name | Ascending |
| #2 | - | - | Action Setting | Descending |
Watch List Summary
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | Peer Group | Fi360 Default | Investment Name | Ascending |
| #2 | None | Alphabetical | Action Setting | Descending |
| #3 | Broad Asset Class | - | - | - |
Please note, the Annual Cost Sections, Executive Summary, Holdings History and Summary, Investment Commentary, IPS Allocation, State of Affairs, and Watch List Summary and Breakdown are exclusive to Monitoring Report templates.
Proposal Report Sections:
Annual Investment Options Cost
Include Assets: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting |
| None | Fi360 Default | Investment Name | Ascending |
| Broad Asset Class | Alphabetical | Expense Ratio | Descending |
| Peer Group | - | - | - |
Fi360 Fiduciary Score® Summary
Include Assets: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | None | Fi360 Default | Investment Name | Ascending |
| #2 | Broad Asset Class | Alphabetical | Ticker Symbol | Descending |
| #3 | Peer Group | - | Peer Group | - |
| #4 | Account/Proposal | - | Fi360 Fiduciary Score® | - |
| #5 | - | - | Fi360 Fiduciary Score® (1 Year) | - |
| #6 | - | - | Fi360 Fiduciary Score® (3 Year) | - |
| #7 | - | - | Fi360 Fiduciary Score® (5 Year) | - |
| #8 | - | - | Fi360 Fiduciary Score® (10 Year) | - |
| #9 | - | - | Plot Bubble ID | - |
Fund Mapping
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | None | Fi360 Default | Investment Name | Ascending |
| #2 | Broad Asset Class | Alphabetical | Peer Group | Descending |
| #3 | Peer Group | - | - | - |
Holdings Summary
Include Name: Y/N
Include Ticker: Y/N
Include Expense Ratio: Y/N
Include Assets: Y/N
Include Costs: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | Key Metric | |
| #1 | None | Fi360 Default | Investment Name | Ascending | Fi360 Score |
| #2 | Broad Asset Class | Alphabetical | Ticker | Descending | Fi360 Score – 1 year |
| #3 | Peer Group | - | Peer Group | - | Fi360 Score – 3 year |
| #4 | - | - | - | - | Fi360 Score – 5 year |
| #5 | - | - | - | - | Fi360 Score – 10 year |
| #6 | - | - | - | - | Custom Score |
| #7 | - | - | - | - | None |
Investment Snapshot
Include Fi360 Score: Y/N
Active Rank Colors: Y/N
Passive Rank Blue: Y/N
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | Peer Group | Fi360 Default | Investment Name | Ascending |
| #2 | - | Alphabetical | Ticker Symbol | Descending |
| #3 | - | - | Fi360 Fiduciary Score® | - |
| #4 | - | - | Fi360 Fiduciary Score® (1 Year) | - |
| #5 | - | - | Fi360 Fiduciary Score® (3 Year) | - |
| #6 | - | - | Fi360 Fiduciary Score® (5 Year) | - |
| #7 | - | - | Fi360 Fiduciary Score® (10 Year) | - |
Proposal Factsheet
Include Assets: Y/N
Include # of Investments: Y/N
Include Average Fi360 Score: Y/N
Include Total Costs: Y/N
Include Investment Option Costs: Y/N
Include Investment Advisory Fees: Y/N
Include Recordkeeping Fees: Y/N
Include Custodial Fees: Y/N
Include Other Fees: Y/N
| X-Axis | Y-Axis | Key Metric | |
| #1 | Fi360 Score | Fi360 Score | Fi360 Score |
| #2 | Fi360 Score – 1 year | Fi360 Score – 1 year | Custom Score |
| #3 | Fi360 Score – 3 year | Fi360 Score – 3 year | - |
| #4 | Fi360 Score – 5 year | Fi360 Score – 5 year | - |
| #5 | Fi360 Score – 10 year | Fi360 Score – 10 year | - |
Standardized Performance Disclosure
| Grouping | Grouping Order | Primary Sorting | Secondary Sorting | |
| #1 | Peer Group | Fi360 Default | Investment Name | Ascending |
| #2 | None | Alphabetical | Peer Group | Descending |
| #3 | Broad Asset Class | - | Expense Ratio | - |
#4 |
Account/Proposal | - | - | - |
State Of Affairs
Include # of Investments: Y/N
Include Average Fi360 Score: Y/N
Include Custom Score: Y/N
Include Total Cost: Y/N
Include Avg Exp Ratio: Y/N
Examples:
Fi360 Fiduciary Score® Breakdown
Grouping (None), Grouping Order (Alphabetical), Primary Sorting (Investment Name), Secondary Sorting (Ascending):
Fi360 Fiduciary Score Summary
Grouping (Broad Asset Class), Grouping Order (Alphabetical), Primary Sorting (Peer Group), Secondary Sorting (Ascending):
Investment Snapshot
Grouping (Peer Group), Grouping Order (Fi360 Default), Primary Sorting (Fi360 Fiduciary Score), Secondary Sorting (Descending), With Fi360 Fiduciary Score: