Investment Selection and Monitoring Criteria

Once configured, watch list triggers can be selected as investment selection and monitoring criteria.

Fi360 provides the flexibility to apply different watch list triggers to different types of funds: Active; Passive; Money Market/Stable Value; and Target Date Investments.

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Investments will be placed on the watch list and will be displayed in the Areas of Action section of the Monitoring Report, if they do not pass the associated trigger. 

These same triggers should be applied to investment selection when adding or replacing funds

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