FundQuest is dedicated to providing financial institutions and their advisors with timely, accurate, and in-depth due-diligence on the securities available in the institution's fee-based programs. Designed to help partnering institutions' financial advisors make sound investment suggestions and decisions for their clients, FundQuest's research and educational resources may be shared with clients.

Depending on the FundQuest program, a partnering institution's Web site may include the following research for financial advisors:

  • Market commentaries and outlooks
  • A screened, scored, and ranked list of available mutual funds
  • Mutual fund fact sheets
  • A screened list of recommended separate account managers
  • Separate account manager profiles
  • Performance summaries for mutual funds, separate account managers, and exchange-traded funds
  • A variety of educational resources