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FREE: Complete an Online Fiduciary Assessment!This SAFE (Self-Assessment of Fiduciary Excellence) is intended to assist: (1) An investment steward, advisor or manager, or a fiduciary adviser in analyzing how well their organization meets a defined global fiduciary standard of excellence; and, (2) Investment stewards, advisors or managers, or fiduciary advisers in improving their long-term investment performance. Each question is intended to be answered in the affirmative, "Yes." A careful inquiry should be made into all "No" responses to determine whether: 1. There is an omission or shortfall in the investment personnel's procedures; and/or 2. The question is not applicable to the investment personnel. Copy and paste the following website into your browser to obtain your free online "SAFE": http://safe.actifi.com/index.php?reset=yes |
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