CEFEX

CEFEX is an independent global assessment and certification organisation. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine trustworthiness of investment fiduciaries.

Why Independent Fiduciary Oversight?

To increase TRUST

In a time of financial industry anxiety, trust in asset management is more important than ever. Investor trust is critical to a firm which provides fiduciary functions. Stewards of retirement plans, endowments, foundations and personal trusts are looking for proof of their investment firm’s integrity. Conversely, investment firms and advisers, are looking for a way to show investors that their trust is warranted.

As a certifying organisation, CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.

Fiduciary certification programs are based on Prudent Practice handbooks published by fi360.

Find out more about CEFEX by visiting their website: www.cefex.org