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.
Reported by Fred Schneyer
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:
- 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 .