FundQuest - A BNP Paribas company
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Overview
   
Global Managed Account Platform
   
ActivePassive Portfolios®
   
Wealth Management / Bank Trust Platform
   
Unified Managed Account (UMA)
   
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FundQuest Wealth Architect™ Platform Brochure
 
 
 
Tap into the power of our online investment, sales, reporting, and marketing resources:
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  • Historical activity
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  • Consolidated quarterly performance statements
  • Sales and marketing resources
 
 
 
Global Managed Account Platform
 

FundQuest offers institutions a robust and flexible global managed account platform that leverages our objective investment management and open architecture.

Our platforms are customized to meet your institution’s unique needs:

  • Products available “all-inclusive” or “a-la carte”
  • Integration with your existing systems
  • Program delivered with unparalleled speed to market

Our complete range of service and product solutions include:

Mutual Fund Advisory Programs
Unified Managed Account
Separate Account Programs
ActivePassive Portfolios®
 
Exchange-Traded Funds
Alternative Investments
Variable Annuities
Offshore Funds
 
 
 
Mutual Fund Advisory Programs

FundQuest delivers a highly customizable mutual fund advisory program that allows our client institutions to:

  • Choose from the entire mutual fund universe available through the custodian
  • Select or define the mutual fund universe
  • Offer "model-driven" or "rep as portfolio manager" models or variations of both
  • Employ multiple clearing and custodial platforms (including self-clearing clients)
  • Offer "FundWizard" to help advisors screen & sort mutual funds
  • Provide rebalancing & variance tracking to ensure customer accounts stay on track
  • Online reporting for home offices & advisors
  • Select or define asset allocation strategy
 

 
Unified Managed Account Platform

FundQuest’s investment management expertise and our state of the art technology enables us to offer a competitive Unified Managed Account platform that delivers:

  • A simple, yet sophisticated solution
  • Tax management opportunities
  • Automated rebalancing across multiple products
  • "Best-in-Breed" money managers
  • Minimums starting at $250,000
  • Customization opportunities

The FundQuest UMA combines the following capabilities in one core account:

  • Multiple investment products
    • Including separate account strategies, mutual funds, and exchange-traded funds
  • Multiple investment styles and investment managers available within 14 model portfolios, 7 standard and 7 tax sensitive asset allocation models
    • Using our established due-diligence process, we offer some of the top managers for sound diversification
  • Overlay management process that allows for one objective overlay team to aggregate investment decisions of multiple managers to act upon the needs of the customer
  • Portfolio customization options and tax management opportunities
  • Consolidated reporting and comprehensive asset allocation
   
 
 
Separate Account Programs

FundQuest’s separate account solution leverages the best of our core services to offer institutional clients a premier separate account program with all of the following:

  • Access to “Best-in-Breed” investment managers
  • Rigorous investment due-diligence process
  • Client-customized product, which allows partner institutions to include proprietary separate account managers on the platform
  • Choice in investment discretion on accounts
    • Innovative model-driven portfolio in which FundQuest acts as the portfolio manager
    • Traditional “rep as portfolio manager” structure
    • Variations of model and rep-driven programs
  • Sophisticated, timely research support and investment services
  • Sales support from Separate Account Specialists including:
    • Large Case Design
    • Advice on manager combinations based on client risk tolerance, tax-efficiency, and return objective
    • Portfolio construction and analysis
  • Online, real-time separate account proposals
  • Industry leading, front-end sales and analytic tools
 

 
 
ActivePassive Portfolios®

FundQuest offers a range of portfolios that leverage our proprietary investment research.

  • Portfolios invest in Funds with an optimal combination of active and passive investment strategies including, sub-advisors, mutual funds, and ETFs
  • The ratio allocated to active and passive management strategies will change over time
 

 
 
Exchange-Traded Funds (ETFs)

FundQuest runs a number of ETF programs for our client institutions.

Our ETF programs offer:

  • The trading flexibility of individual stocks, while also providing the diversification and low expense benefits of index funds
  • An additional investment choice in model portfolios or included as an option in “rep-managed” programs
  • Integration with mutual fund wrap program
   
 
 
Alternative Investments

The flexible design of the FundQuest platform allows for you to add a range of alternative investments that meet the needs of your customer base. We will work with partner institutions to add investments that best meet their clients’ needs, including:

  • Fund of funds
  • Alternative asset classes

Institutions have the flexibility to control the discretion that the financial advisor has on these products through:

  • Innovative model-driven portfolios in which FundQuest acts as the portfolio manager
  • Rep-directed portfolios
  • Institution discretionary portfolios
  • Client discretionary portfolios
   
 
 
Variable Annuities

FundQuest offers partner institutions the unique ability to include a wide range of taxable investments and tax-deferred variable annuity products within a consolidated portfolio.

We offer automatically integrated profiling and sales tools that deliver:

  • Comprehensive billing capabilities for fees, administration, and compensation
  • Client profiling and complete asset allocation
  • Performance tracking across taxable and tax-deferred investments
  • Integration with multiple products including:
    • separate accounts
    • mutual funds
    • stocks
    • bonds
    • ETFs
    • variable annuities
 

 

Offshore Funds

FundQuest runs a number of investment management programs that invest in offshore mutual funds from a broad array of well known fund families. These programs offer an array of investment funds designed specifically for non-citizens and non-residents of the U.S. Non-US investors will enjoy:

  • World class reporting
  • 24/7 website access to account information
   
 
 
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