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Mutual Fund Due Diligence

Financial Advisor Boston AIF®, CRPS®, AWMA®, CFS®, APMA®

Tim provides a mutual fund and ETF due diligence selection process using fi360. Screening 10,000+ funds down to a couple of hundred eligible for use in your portfolio — the process screens for manager tenure, fees, performance, and style.

Tim cross-references his results with fi360’s Fiduciary Score. That score is an easy-to-use and easy-to-understand method for objectively comparing peer investments and determining their overall appropriateness. It is a ready-made solution for due diligence that can help advisors demonstrate a careful investment selection process.

Read more: Sample Fund Investment Report (pdf)

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February 2020

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