2011 fi360 Conference

Fi360 offers a full circle approach to investment fiduciary education, practice management, and support that has established us as the go-to source of investment fiduciary insights. With substantiated Practices as our foundation, we offer world-class Training, Tools, and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. Fi360 is committed to assisting those who rely on our fiduciary education programs, professional AIF and AIFA designations, Web-based analytical software, and resources achieve success.

The vast majority of the world`s liquid investable wealth is in the hands of investment fiduciaries, and the success or failure of investment fiduciaries can have a material impact on the fiscal health of any country. As critical as their role is, more has to be done to define the details of a fiduciary`s prudent investment process.

The Practices are a guide for investment fiduciaries to follow to demonstrate prudence in managing investment decisions. By following a structured process based on the Practices, the fiduciary can be confident that critical components of an investment strategy are being properly implemented.

The term, "fiduciary," can be divided further into three groups:

• Investment Steward A person who has the legal responsibility for managing investment decisions(trustees and investment committeemembers).
• Investment Advisor A professional who is responsible for managing comprehensive and continuous investment decisions (including wealth managers, financial advisors, trust officers, financial consultants, investment consultants, financial planners, and fiduciary advisers).
• Investment Manager A professional who has discretion to select specific securities for separate accounts, mutual funds, commingled trusts, and unit trusts.