Documents and Forms
Periodic Table of Global Fiduciary Practices for Investment Stewards
Summerizes best fiduciary practices for trustees, investment committee members, and other investment stewards
SAFE - Self-Assessment of Fiduciary Excellence for Investment Stewards
The first resource that we recommend that every trustee or investment committee member avail themselves of is the Self Assessment of Fiduciary Excellence for Investment Stewards, or SAFE™. Published by Fi360, Inc., it consists of 22 questions intended to assist you in analyzing how well your trust or organization meets recognized standards and best practices developed by the Center for Fiduciary Studies™. To download a PDF of the SAFE™ to review or complete, click the link above. To discuss the results of your SAFE, or to receive a complimentary commercially-printed version of the SAFE, contact David Boone at 404-713-0247 or e-mail him.
A MATTER OF TRUST: The Benefits of Choosing an AIFA Designee - For Investment Stewards
Discusses your responsibilities as a fiduciary and how an Accredited Investment Fiduciary Analyst™ can help you fulfill them
With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.
|Adobe Acrobat Reader||Microsoft Excel Viewer|
|Microsoft Word Viewer||Microsoft PowerPoint Viewer|