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The Fi360 Fiduciary Score®

A powerful prospecting and asset retention tool



The Fi360 Fiduciary Score® is a robust tool to identify and monitor plan investment options as part of the initial and ongoing due-diligence process. It’s an objective means of evaluating and comparing investments.

 



This communication is provided solely as general information about our products and services and should be considered general investment education. Hartford Funds is not undertaking to provide investment advice or investment recommendations to any plan, plan sponsor, individual investor or any individual situation, and you should not look to this material for impartial investment advice. Hartford Funds is not acting as a fiduciary.

Hartford Funds has contracted with fi360 herein to provide resources that are designed to help financial professionals operating in the retirement space with plan evaluation and support, education and practice management. Note that fi360 is not an affiliate or subsidiary of Hartford Funds.

The fi360 Fiduciary Score® is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. For each investment with at least a three-year history, fi360 calculates the fi360 Fiduciary Score based on the following due diligence criteria: regulatory oversight, minimum track record, stability of the organization, assets in the investment, composition consistency with asset class, style consistency, expense ratio/fees relative to peers, risk-adjusted performance relative to peers, and performance relative to peers. Investments are evaluated on a monthly basis. If an investment does not meet an individual due diligence criterion, points are assigned. Investments that satisfy all of the due diligence criteria receive a fi360 Fiduciary Score of 0. Every other investment is given a Score of 1-100 based on their point total, and representing their percentile ranking within their peer group. The fi 360 Fiduciary Score Average is a one-, three-, five-, or ten-year rolling average of an investment’s fi360 Fiduciary Score. The Average is also calculated on a monthly basis. The fi360 Fiduciary Score represents a suggested course of action and is not intended, nor should it be used, as the sole source of information for reaching an investment decision. Visit www.fi360.com/fi360-Fiduciary-Score for the complete methodology document. “fi360” and “fi360 Fiduciary Score” are registered trademarks of fi360, Inc. The fi360 Fiduciary Score and data are copyright © 2020 fi360, Inc.. All Rights Reserved. Data source is © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein is reprinted with permission of fi360, Inc. The information (1) is proprietary to fi360, and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate,complete, or timely. Neither fi 360 nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance cannot guarantee future results. The fi360 Fiduciary Score® and the data it represents are protected intellectual property of fi360, Inc., alone. This material is provided for educational purposes only and is not intended to provide legal, tax or investment advice.

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