Mutual Fund & ETF Due Diligence

Screen Mutual Funds and Exchange Traded Funds (ETFs) Down to a Select Group for Portfolios

Tim provides a mutual fund and ETF due diligence selection process using fi360. Screening 10,000+ funds down to a couple 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 and monitoring process.

The Fi360 Toolkit for Advisors is a web-based investment software solution that provides the analytical, management and reporting features needed to manage and document a prudent investment process – one of the cornerstone tenets of fiduciary duty.

What is a Financial Portfolio Review