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Report Section Configuration

  • Updated

Some Report Sections can be customized. Investments can be grouped and sorted in a number of different ways. 

Monitoring / Investment Research Report Sections:

Annual Cost Summary

Enable Total Plan Cost Benchmark  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

-

-

-

 

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

-

-

-

 

Holdings 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

Descending

#3

 Peer Group

-

Peer Group

-

#4

 -

-

Action Setting

-

 

Investment Commentary

Include ONLY Watch and Remove Funds: Y/N

 

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

  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

 -

-

 

-

 

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 Fi360 Score: Y/N

Include Assets: Y/N

Include Net Exp Ratio: Y/N

Include Custom Score: Y/N

Include Quarters on Watch: Y/N

 

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, 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:

 

Fi360 Fiduciary Score® Summary

Include Assets: Y/N

  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 Account/Proposal

-

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

-

-

-

 

Investment Snapshot

Include Fi360 Score: 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)

-

 

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

-

-

-

 

Holdings 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

Descending

#3

 Peer Group

-

Peer Group

-

 

Key Metric

None

Custom Score

Fi360 Fiduciary Score®

Fi360 Fiduciary Score® (1 Year)

Fi360 Fiduciary Score® (3 Year)

Fi360 Fiduciary Score® (5 Year)

Fi360 Fiduciary Score® (10 Year)

Include Fund Name: Y/N

Include Ticker: Y/N

Include Exp. Ratio: Y/N

Include Assets: Y/N

 

Proposal Factsheet

Use Fi360 Score: Y/N (includes Scatterplot options below)

 

Scatterplot X Axis

Scatterplot Y Axis

#1

Fi360 Fiduciary Score®

Fi360 Fiduciary Score®

#2

Fi360 Fiduciary Score® (1 Year)

Fi360 Fiduciary Score® (1 Year)

#3

Fi360 Fiduciary Score® (3 Year)

Fi360 Fiduciary Score® (3 Year)

#4

Fi360 Fiduciary Score® (5 Year)

Fi360 Fiduciary Score® (5 Year)
#5

Fi360 Fiduciary Score® (10 Year)

Fi360 Fiduciary Score® (10 Year)

Use Custom Score: Y/N

Include Assets: Y/N

Include # of Investments: Y/N

Include Avg Fi360 Score: Y/N

Include Total Cost: Y/N

Include Investment Options Fees: Y/N

Include Investment Advisory Fees: Y/N

Include Recordkeeping Fees: Y/N

Include Custodial Fees: Y/N

Include Other Fees: Y/N

 

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

-

-

-

 

State Of Affairs

Include Avg Fi360 Score: Y/N

Include # of Investments: Y/N

Include Avg Exp Ratio: Y/N

Include Custom Score: Y/N

Include Total Cost: Y/N

 

Examples:

Fi360 Fiduciary Score® Breakdown

Grouping (None), Grouping Order (Fi360 Default), 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), Scatterplot X-axis (Fi360 Fiduciary Score® 3-Yr), Scatterplot Y-axis (Fi360 Fiduciary Score® 5-Yr):

Investment Snapshot

Grouping (Peer Group), Grouping Order (Fi360 Default), Primary Sorting (Fi360 Fiduciary Score), Secondary Sorting (Descending), With Fi360 Fiduciary Score:

 

 

 

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