Здраво Емилија, не можам да најдам конкретен превод на овој извештај, но можам да видам дека таа проценка, односно оценка, опфаќа спектар на оценување на способноста на доверителот да си ги исполни своите задолженија, односно обврски. Композитно име е, се надевам дека ќе ти даде идеја за поконкретен превод.

Trustees and other fiduciaries who accept a role in managing assets should be aware of their roles, responsibilities, and obligations as investment fiduciaries; and need the ability to carry out their duties with integrity and competence

The Investment Fiduciary Review is intended to:

Assist in analysing how well your trust is fulfilling defined investment fiduciary practices
Identify ways to improve the long-term performance of your investment program
Provide a report showing the practices that are being addressed, those that are being omitted, and a table of questions and implications to cover with the client
Provide a recommendation of fi360 services required to move forward.