Advisory services

Fund and Manager Selection

FundQuest can provide its clients with assistance on manager selection in order to run a specific mandate. FundQuest operates in this field by researching, selecting and monitoring specialist external portfolio managers on behalf of clients wishing to gain exposure to given asset classes.

FundQuest has the ability to tailor lists of funds according to a thorough and proven process, where all client constraints and objectives are taken into consideration.

Portfolio construction

Asset allocation strategy and portfolio construction capabilities are key to combining managers in order to obtain optimal performance in a given market environment.

Therefore, FundQuest provides its clients with advisory services in order to assist them in combining managers along with taking into account their specific constraints, in terms of risk aversion.

Advice on portfolio construction is provided through model portfolios as well as management of co-advised funds.

Model portfolios

FundQuest constructs a number of bespoke model portfolios. It provides in this sense advice on asset allocation as well as manager selection.

FundQuest communicates all proposed changes to the model portfolios that need to be implemented to clients on a regular basis.

Co-advised funds

FundQuest co-manages portfolios with an adviser who can be either a consultant or a client when it comes to dedicated funds.

This solution perfectly suits certain institutional clients who delegate the underlying management to us while manager selection and asset allocation are defined jointly during investment committees.

Where the institutional client elects to act like an 'advisor', FundQuest acts as the manager and validates investments. This process is fully supported by dedicated and detailed reporting which covers all the relevant aspects including compliance and risk monitoring.