CEFEX® promotes fiduciary best practices in the investment management industry. It is an independent global assessment and certification organization. It 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 the trustworthiness of investment fiduciaries.
The following mark and certificate indicate the independent verification of our adherence to established standards of excellence. Our use of this mark demonstrates we have successfully completed the certification process and maintain the CEFEX registration.