Specific Services

fi360 provides an extensive schedule of tools and services for charities, trusts, professional firms, advisors and institutions, utilising proprietory processes and resources.

Investment Fiduciary Reviews and Report, incorporating:
SAFE; Self Assessment of Fiduciary Excellence
Portfolio analysis; What opportunities are there for enhancement

Investment Policy Statement (IPS)
Mutual Fund Analyser
Fund Manager Style Analysis
Risk Profiling
Specialised Asset Allocation Modelling
Fiduciary Meeting Agendas