The Centre for Fiduciary Excellence (CEFEX) is a global assessment and certification organization that provides independent verification of the integrity and competence of investment fiduciaries. Its primary mission is to promote fiduciary excellence by certifying that investment advisors, investment managers, and other financial professionals conform to the Global Fiduciary Standard of Excellence. The certification process involves a comprehensive audit and assessment of a firm's practices. Founded to increase investor trust, CEFEX was acquired by Broadridge Financial Solutions in October 2020 and now operates as a key part of their asset management solutions portfolio.

Founded in

United States