Blogs and Links
Blogs
• US fi360 Blog
• Behavior Gap
• The Investment Fiduciary
• The Bogle eBlog
• The Fiduciary Blog
• Financial Alert
Articles and Legislation
Draft Code of Professional Conduct for NZ advisers - This new code affects any party providing an opinion on investments.
Statutory Fiduciary Obligation for Australia - 2010 Government announcement that dramatically changes the advice scene.
US fi360 Press releases - track the chronological announcements of fi360's development.
US fi360 Fiduciary Responsibility Articles - Relevant articles from leading industry publications, many of which were written by our very own AIF and AIFA designees and/or mention fi360.
Links
CEFEX - An independent global assessment and certification organisation. It provides comprehensive assessment programs to improve risk management for institutional and adviser entities. CEFEX certification helps determine trustworthiness of investment fiduciaries.
Finametrica Risk Profiling - Developed and tested in Australia with the assistance of the University of New South Wales' Applied Psychology Unit, the FinaMetrica system has gained international recognition as world's best practice. The FinaMetrica system offers previously unattainable levels of validity, reliability and accuracy in risk tolerance assessment. fi360 now offers this tool to designees.
ASFA Accredited Investment Fiduciary (ASFA AIF®) - With the current focus on the fiduciary responsibilities of superannuation trustees, ASFA and fi360 have developed a dynamic online solution to meet best practice management needs, as well as meeting APRA's ‘fit and proper' operating standards. The ASFA AIF® offers a course promoting a culture of fiduciary excellence and principle-based leadership to improve the decision-making process of investment fiduciaries.
Investment Fiduciary Leadership Council - IFLC is a not for profit community of CEFEX certified entities whose executives oversee pension plans, charitable foundations, or manage businesses that provide services to them.
Zero Alpha Group--the Zero Alpha Group (ZAG) is an international network of independent CEFEX certified investment advisory firms that manage a total of nearly $5 billion in assets.
United Nations' Principles for Responsible Investment - Corporate governance (ESG) issues can affect the performance of investment portfolios. Investors fulfilling their fiduciary (or equivalent) duty therefore need to give appropriate consideration to these issues, but to date have lacked a framework for doing so.
CFA Institute Centre - Ethics and Advocacy in Action: The CFA Institute Centre for Financial Market Integrity is the policy authority on ethics in the global capital markets. We promote high ethical standards and investor protections through professional codes of conduct, guidance, and outreach.