investment stewards - Fi360
safe level 1 Assessment for investment stewards periodic table of global fiduciary practices 4.4 Periodic reviews are conducted to ensure that investment-related fees, compensation, and expenses are fair and reasonable for the
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Definition of the Term ‘Fiduciary’ - Fi360
www.fi360.comExecutive Summary Definition of the Term ‘Fiduciary’ U.S. Department of Labor ‘Conflict of Interest Rule’1 April 15, 2016
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www.fi360.comrisk tolerances of the IPS, the ability to withstand short and intermediate term variability were considered. A 1-yr loss limit of -9.0% has been calculated for the portfolio. Statistically speaking, there is a 2.5% chance that the 1-year return will actually be lower than -9.0%.
408(b)(2) Fee Disclosure - Fi360
www.fi360.com6. Plan investment expense ratio breakdown (the annual operating expenses charged each year for investing in the fund). 7. Plan investment expenses paid on the sale or withdrawl of assets. This report will review the following items pertaining to the compensation received and services performed by the covered service providers identified below.
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