Resources about FDI, our services and our thought leadership can be downloaded below.
Please let us know if you have any questions.
Provide an advisor with detailed investment line-up construction data by market segment
Highlight investment lineup characteristics
FDI FINRA Letter "Investment Profile"
Help an advisor evaluate an existing investment line-up
Analyze an existing lineup
FDI FINRA Letter "Investment Check"
Help an advisor explore replacing an existing fund(s)
Compare existing fund(s) to potential replacements
FDI FINRA Letter "Investment Comparison"
Help an advisor assess Target Date Fund Families
Analyze Target Date Fund families
FDI FINRA Letter "Target Date Fund Comparison"
Provide an advisor with an independent report to highlight my funds by market segment
Showcase your funds’ performance and custom fee benchmarking
FDI FINRA Letter "Investment List"
Investment Expense by Market Segment
Review investment expenses across peer, and by market segment in 1 report
Review top competitors, see how your funds compare
Inform annual BOD peer expense reporting
Inform your focus list
FDI FINRA Letter "Investment Expense by Market Segment"
For your reference only, current solutions used by FDI’s Advisor Clients:
Fee Summary
Benchmarking Report with Advisor FEEPOINT Calculation
A concise advisor benchmarking report that highlights your services and fee.
For use with clients and prospects.
Fee Monitor*
Benchmarking Report with Advisor FEEPOINT Calculation
A streamlined benchmarking report for smaller clients (typically with less than $20M in assets). It covers your fees and services, recordkeepers, and investment lineups. For the majority of recordkeepers, simply upload the 408(b)(2) disclosure (see list of recordkeeper processing timelines).
For use with clients.
New Value & Fee Benchmarking*
Report with Advisor and Recordkeeper FEEPOINT Calculation
FDI's most comprehensive benchmarking report, with detailed service and fee comparisons across all providers. It also includes key plan details and participant success metrics, making it ideal for plans with more than $20M in assets.
For use with clients and prospects.
Plan Profile
Prospecting Report
Integrated with our 5500-search engine, Plan Profile provides you a fact-based prospect engagement tool to demonstrate your industry knowledge and differentiate your services from your competitors.
For use with prospects.
Thought Leadership:
Five Steps to Benchmark Managed Accounts
Managed Accounts Supplement
What Factors Impact Retirement Income the Most, and Which Factors Impact it the Least
Calculating How Much Money You May Need for Retirement
How Do You Determine an Accurate Personal Retirement Goal?
The Magnificent Seven – A Means to Define and Predict Retirement Success
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