fi360 - Services & Tools
fi360 provides an extensive schedule of tools and services for charities, trusts, professional firms, advisors and institutions, utilising the resources of the Centre for Fiduciary Studies.
Services and Tools Include:
Investment Fiduciary Reviews and Report, incorporating:
SAFE; Self Assessment of Fiduciary Excellence
Portfolio "Gap" analysis; What opportunities are there for enhancement
True North™; Simulations and Decision Making Tools
Additional fi360 Services Include:
Investment Policy Statement (IPS)
Mutual Fund Analyser
Fund Manager Style Analysis
Risk Profiling
Specialised Asset Allocation Modelling
Fiduciary Meeting Agendas