Report configuration has arrived! We've created additional templates, for additional details regarding the these reports, visit our Sample Reports help article. If you'd like to view every possible report section available in the Monitoring Report, please download the following sample report: All Possible MR Sections (in portrait), OR All Possible MR Sections (in landscape).
Please note, the Holdings and Watch List Summary are exclusive to Monitoring Report templates.
In order to properly fill out the excel file, please review the below grouping/sorting options available and the displayed screenshots:
| 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) |
- |
Lastly, there are a few selection items that are specific to certain sections. You will be able to choose if you want to include asset values, the Fi360 Fiduciary Score®, specific Investment Factsheet pages, or what Fi360 Fiduciary Score® you want as an "X" and "Y" axis in the Scatterplot.
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:
