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Investment Monitoring


The Investment Monitoring Report provides key information necessary to ensure a successful investment review meeting with plan sponsors.

Executive Summary

  • Online Plan Management
  • Separate Active, Passive, and Target Date Fund scoring criteria
  • Fund Screening & Selection
  • GA / SMA / CIT / ETF Data
  • Investment Policy Statement Generator
  • Easy Plan Setup
  • Extensive Fund Search Capabilities
  • On-demand client ready reports