FundQuest is a $40 billion asset management firm that offers outsourced investment management and support services to RIAs and other financial advisory firms. Its platform provides proposal generation tools, portfolio accounting, client reporting, and other services to supplement an RIA's core functions. It has partnerships with major custodians and offers both actively and passively managed model portfolios, including its own ActivePassive portfolios that combine both strategies. RIAs can also offer their own proprietary products through FundQuest's platform.
8. A global leader in managed account solutions*FundQuest's services are offered in the US through FundQuest Incorporated, a registered investment advisor
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10. 210 people, including 48 investment professionals in combined US and European operationsLondon Boston Paris
21. 3rd Party Custodians and other Book of Record ProvidersAsset Gathering Investment Advice Client Servicing Investment Management Trading / Rebalancing Client Reporting Portfolio Accounting Compliance Custodian #1 Custodian #2 TPA #1 Etc.
24. Seamless integration with major custodians and record keepersProposal Tools Advisor Servicing Portal Practice Management Investment Product Manager Due Diligence Portfolio Accounting and Reporting Operational Support Services Client Reporting Custodian #1 Custodian #2 TPA #1 Etc.
25. Flexible FundQuest Partnership Model Asset Gathering Investment Advice A flexible solutions driven approach allows RIA to take advantage of a custom tailored set of tools and services to supplement the RIAs core competencies FQ Client Servicing E X A M P L E Investment Management Trading / Rebalancing FQ Client Reporting Portfolio Accounting Compliance Custodian #1 Custodian #2 TPA #1 Etc.
41. Welcome Page Advisor Servicing Portal Hunter Group H HOME CLIENT PROFILING INVESTMENT CENTER FORMS CENTER ACCOUNT LOOKUP Welcome to the Hunter Group Financial Advisors Portfolio Management Program, an advisor-driven, managed account program offered through FundQuest. FundQuest is a leading independent investment management firm that designs, develops and operates managed account investment programs that enable financial institutions to offer managed account products. Clicking on the links in the top of this page will bring to the appropriate section of the website. If you have any questions, please contact FundQuest support at 1-800-234-6522 or AdvisorServices@fundquest.com 1/8/2010 Recent Market Outlook Available <here>
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44. Account View. This view shows current actuals versus target allocations and flags exceptions
64. Allows for full outsource of trading responsibilities and overheadInvestment Product
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67. Advanced overlay process. Sophisticated overlay portfolio management processes with drift tolerances calibrated to sleeve size
68. Flexible restriction handling. Industry sectors, individual securities, KLD research categories, and SIC codes may all be used as screening criteria
69. Enhanced tax management capabilities. Systematic, risk-managed tax harvesting processes support identification of opportunities throughout the year. Sensibly calibrated optimization is aimed at minimizing small trades
70. Lower manager minimums and fees. As compared to traditional SMA productsInvestment Product