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We inspire and engage key decision-makers who serve in critical leadership roles. Our research and training programs are focused on the intersection between leadership, stewardship and governance.

 

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3ethos: 7 Signs You’re a Great Fiduciary

It’s simple: Being a great fiduciary is a lot like being a great decision-maker. What matters most to the DOL and the courts is that a fiduciary is able to show the details of the decision-making processes, and that that process is:

  • in the best interests of participants;

  • inclusive of genuinely accepted investment management theory; and

  • reflective of industry best practices. 

So, what are the 7 signs you’re a great fiduciary? 


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