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
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