Selecting and applying watch list criteria

Each client's watch list criteria is set within their Investment Policy Statement.

The standard due diligence criteria set has the following options: Fi360 Fiduciary Score, Average (1yr), Average (3yr), Average (5yr) or Average (10yr) <=25.

Toolkit subscribers can also go to the top navigation bar and click on Settings > User Settings > Due Diligence Criteria to create their own unique criteria sets. Each criteria profile can monitor up to 15 unique factors and thresholds that will then be used to determine whether an investment is on or off the watch list.

An example of a factor/threshold combination would be 1 Year Performance above median or Manager Tenure >= 5 years.

 

 

 

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