Products March 24, 2009

FundQuest Unveils Adviser Fact Sheet Generator

March 24, 2009 (PLANSPONSOR.com) - Boston-based FundQuest has launched a new system allowing advisers to automatically create fact sheets for clients.
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A news release said the fact sheets are available for equity funds, fixed income funds, balanced funds, ETF/Equity, ETF/Fixed Income, and model portfolios. 

The company said the fact sheets include:

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  • investment strategy summary,
  • style category,
  • market capitalization,
  • key financial ratios,
  • expense ratio,
  • trailing yields,
  • top ten holdings,
  • holdings by major sector,
  • foreign holdings by global region, and
  • performance for up to seven different time periods from one month to ten years compared to the category benchmark.

Advisers can click a check box and the system will generate a fact sheet for each fund included in the client’s custom investment proposal using FundQuest’s Investment Proposal module, according to the news release. 

More information is available at  www.fundquest.com/usa .

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