FundQuest’s investment management and research team provides institutional clients with discretionary portfolio management services. We construct and then manage portfolios that are customized to each client’s needs. In these programs, FundQuest employs a 4-step process.
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| STEP 1: ASSET ALLOCATION STRATEGY (STRATEGIC) |
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Each portfolio is built to ensure that we are taking on an appropriate amount of risk for each class of investor as defined by the investor profile. |
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| STEP 2: PORTFOLIO MIX (TACTICAL) |
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After setting the strategic allocation parameters, FundQuest creates a tactical portfolio mix. Within the equity and
fixed-income asset classes, several sub-asset classes or styles exist that must be factored into the portfolio mix including market cap and valuations. |
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| STEP 3: SECURITY SELECTION |
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FundQuest's investment team employs a rigorous screening process to select and recommend best of breed money managers and mutual funds. |
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| STEP 4: ON-GOING PORTFOLIO MANAGEMENT |
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The FundQuest Investment Committee meets regularly to review portfolio composition, performance, and make investment change recommendations. |
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