fi360 Australasia
fi360 offers a full circle approach to investment fiduciary education and practical implementation support that has established us as the go-to source of investment fiduciary insights.
With defined and legally substantiated Practices as our foundation, we offer world class training and resources that are essential for investment fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. fi360 is committed to assisting those who rely on our fiduciary education programs, the Accredited Investment Fiduciary (AIF®) and Accredited Investment Fiduciary Analyst (AIFA®) designations.
fi360 Australasia is affiliated with fiducairy360 (US), the Centre for Fiduciary Excellence (CEFEX ) and the Foundation for Fiduciary Studies.
In a confusing marketplace, investors often have few clues as to which advisers, companies or institutions utilise best practice in their management of client funds.
fi360 is the leading global authority in the definition and substantiation of investment fiduciary practices applicable to investment advisers, trustees, and investment committee members.
The vast majority of liquid investable wealth is in the hands of investment fiduciaries, and the success or failure of investment fiduciaries can have a material impact on the fiscal health of any country.
Despite the importance of new regulations, codes and disclosure rules, it remains critical to define in greater practical detail, a fiduciary's prudent investment process.
The term “fiduciary,” can be divided into three groups:
| Investment Steward | A person who has the legal responsibility for managing investment decisions (including trustees and investment committee members). |
| Investment Adviser | A professional who is responsible for managing comprehensive and continuous investment decisions. |
| Investment Manager | A professional who has discretion to select specific securities for mutual funds or unit trusts. |
Process is everything
The Law defines the standard
For all questions regarding fiduciary standards and methods of assessment,
Link to the international site of fi360.