Mutual fund sales and distribution executives seeking TAMP distribution should take note that FundQuest has landed an analyst from Fidelity's Pyramis Global Advisors unit to help evaluate mutual funds and ETFs for its managed account platform. Matthew Whitbread, who was at MFS prior to Pyramis, will also look at offshore funds and alternative investment for the Boston-based turnkey asset management program provider (TAMP).
Whitbread reports to FundQuest CIO Tim Clift.
FundQuest Welcomes New Senior Analyst to Investment Research Team
BOSTON, MA, November 6, 2008–Matthew Whitbread, CFA, recently joined FundQuest’s Investment Management team as a Senior Financial Analyst and member of FundQuest’s Investment Committee. FundQuest is a global provider of managed account investment solutions for financial institutions and advisors. Matt’s focus at FundQuest is on mutual funds, exchange traded funds, offshore funds and alternative investments.
Matt has eight years of industry and investment management experience. Prior to joining FundQuest, he worked as a Senior Portfolio Analyst at Pyramis Global Advisors (2006-2008) and as an Equity Research Associate at MFS Investment Management (2002-2006). Matt also held positions in corporate actions and custody at MFS (2000-2002) and Investors Bank and Trust (1999-2000). Matt earned his BS in Economics and Finance from the Boston College Carroll School of Management and is a Chartered Financial Analyst (CFA) charterholder.
“Matt’s knowledge of the industry strengthens our research and global collaboration efforts and aids in our focus on providing advanced investment solutions to advisors and investors, explained Tim Clift, Chief Investment Officer at FundQuest.”
FundQuest’s investment management team is global with operations in the U.S. and Europe. The team provides investment opportunities for advisors and their clients including: Equities and Fixed Income, Domestic and International Investments, Mutual Funds, Separate Accounts, Exchange-Traded Funds, Overlay Portfolio Management, Managed Model Portfolios, Tax Efficient Portfolios, Income Portfolios, and the new ActivePassive Portfolios.™
FundQuest is the best partner to help financial institutions and their financial advisors to grow their business. Services are delivered via partnerships with over 130 financial institutions. The combined US and European operations of FundQuest have $64 billion in assets under management and administration. Services are offered in the US through FundQuest Incorporated, a Registered Investment Advisor founded in Boston, MA in 1993.
Financial institutions leverage FundQuest’s flexible menu of wealth management solutions to provide: retirement income management, unified managed accounts, mutual fund advisory, separately managed accounts, trust services, annuities, exchange-traded funds, and alternative investments.
FundQuest is the most innovative and flexible partner with the best overall support for advisors and management. The company’s open architecture investments, objective investment management services, back-office operations, and sales support services help financial advisors to address their clients’ important financial goals. FundQuest is owned by BNP Paribas, a global leader in banking and financial services. More information at: www.fundquest.com/usa