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Cafaro Greenleaf Launches Fiduciary Fit

Cafaro Greenleaf has announced the launch of its new reporting system, which the firm says will allow fiduciaries to have access to the complete documented process of their investment selection and monitoring and provides clients with fiduciary protection.

According to the firm, documentation of the process includes an explanation of the patented rating methodology used to evaluate candidates, a record of key input parameters and rating results.

Fiduciary Fit is specific to each fiduciary by incorporating both what is important to them, as well as their unique demographics, into the analytics, according to a press release. The system engages fiduciaries and advisors throughout the process, and allows them to see their plan investments and understand why each fund is becoming more or less aligned with their needs.

The firm notes that clients will have the opportunity to be completely involved in their investment process, thus allowing them to track the progress of their investments, as well as educate them throughout the course. The system provides clients with complete visibility of their funds, as well as any investment risks throughout the process. In addition, clients will receive quarterly reports that rate not only all of their investments, but their entire plan.

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