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CEFEX promotes fiduciary best practices in the investment management industry.

CEFEX is an independent global assessment and certification organisation. CEFEX works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine trustworthiness of investment fiduciaries.

Why Independent Fiduciary Oversight?

To increase TRUST.
In a time of financial industry scandals, trust in asset management is more important than ever. Investor trust is critical to a firm which provides fiduciary functions. Stewards of retirement plans, endowments, foundations and personal trusts are looking for proof of their investment firm’s integrity. Conversely, investment firms and advisors, are looking for a way to show investors that their trust is warranted.

As a certifying organisation, CEFEX provides an independent recognition of a fiduciary's conformity to a defined set of Fiduciary Practices. It implies that a fiduciary can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.

CEFEX was founded by the following organisations:

CSA Group, headquartered in Toronto, Canada is an independent, not-for-profit membership association service business, industry, government and consumers with standards development, testing and certification, and management systems registration.
SAI Global headquartered in Sydney, Australia, is a leading technical information, compliance services and certification body with an international network of auditors and training professionals.
The Fiduciary 360 in Pittsburgh, USA, developed the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Auditor (AIFA) designations. The Foundation has published the series of handbooks on Prudent Practices for Investment Advisors, Stewards and Managers.
Rating Capital Partners, a European-based rating agency that pioneered the concept of fiduciary risk and rating in 1995. Since then, over 75 different firms have been rated, including mid-sized alternative management firms in bonds, equities, money markets, real estate, hedge funds, life settlement and private equity investments.