In The Media
Press Releases
September 7, 2011
FundQuest Explores Whether Correlation Environment Affects Manager Performance
Correlation is a measure of the interdependence of two random variables that ranges in value from -1 to +1, indicating perfect negative correlation at -1, absence of correlation at zero, and perfect positive correlation at +1.
Alpha is an annualized return measure of how much better or worse a fund's performance is relative to an index of funds in the same category, after allowing for differences in risk.
August 4, 2011
ENVESTNET Announces Agreement To Acquire FundQuest Inc., the US Activities of FundQuest
March 31, 2011
FundQuest Announces 3-year Track Record for ActivePassive Funds® and New Distribution Channel for ActivePassive Portfolios®
April 21, 2008
FundQuest Announces Launch of New ActivePassiveTM Funds on Fidelity, Pershing, and TD Ameritrade Clearing Platforms
Audio & Video
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Evaluating ETFs
Fri Nov. 6, 2009
Click Here to View CNBC's Interview with Tim Clift,
FundQuest's Chief Investment Officer
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Articles
Financial Planning, July 8, 2010
Debating the Merits of Active vs. Passive
http://www.financial-planning.com/news/li-fundquest-active-passive-2667846-1.html
Financial Times, June 30, 2010
Active Funds Outperform in Bull Markets
http://www.ft.com/cms/s/f50b364a-83a6-11df-b6d5-00144feabdc0,Authorised=false.html?_i_location=http%3A%2F%2Fwww.ft.com%2Fcms%2Fs%2F0%2Ff50b364a-83a6-11df-b6d5-00144feabdc0.html&_i_referer=http%3A%2F%2Fsearch.ft.com%2Fsearch%3FqueryText%3Dfundquest%26ftsearchType%3Dtype_news
Wall Street Journal Digital Media, Video Interview, November 6, 2009
FundQuest's CIO speaks on Leveraged ETFs
http://www.marketwatch.com/video/asset/all-etfs-arent-created-equally-2009-11-05/DFACD6C4-9BC1-40C7-99FE-D3C9D9D76E69
Wall Street Journal Digital Media, November 5, 2009
"Be sure to kick the tires when selecting ETFs" article featuring FundQuest analysts
http://www.marketwatch.com/story/investors-need-to-do-homework-when-picking-etfs-2009-11-05
FundQuest's Jane Li Authors Chapter in New Book on ETFs, July 14, 2009
Jane Li, Manager, Investment Management & Research at FundQuest Incorporated, has authored a chapter in Exchange-Traded Funds, Conceptual and Practical Investment Approaches. This 640-page book was published in June 2009 by Risk Books, a Division of Incisive Financial Publishing Ltd. Jane Li's chapter is titled "Sector Investment through ETFs". Jane is a Chartered Financial Analyst (CFA) charter holder and also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Financial Planning, May 13, 2009
Active Managers Post More Alpha in Bull Markets
http://www.financial-planning.com/news/active-managers-post-alpha-fundquest-2661920-1.html
Investment News, May 10, 2009
Use 'real alpha' and 'exotic beta' when considering active vs. passive management
FundQuest finds that comparing the difference in investing styles requires deeper investigation
http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20090510/REG/305109975/1020&ht
Financial Advisor, May 2009 Issue
78 Firms Adopt FundQuest's New Portfolios
http://www.fa-mag.com/component/content/article/3-advisor-emporium/4112-frontline-news.html
Financial Planning, March 1, 2008
What is Exotic Beta?
Wall Street Journal, November 11, 2007
Active-Passive Is the New Fund Personality
Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice.
Past performance does not guarantee future results.
Mutual fund investing involves risk. Principal loss is possible. Investment in the ActivePassive Funds may include risks associated with non-diversification, foreign securities, emerging markets, small and mid cap companies, ETF’s, REITs, debt securities, high yield securities, and mortgage backed securities. The fund will bear its share of the fees and expenses of the underlying funds. Shareholders will pay higher expenses than would be the case if making direct investments in the underlying ETFs. Please refer to the prospectus for the risks specific to each fund.
References to other funds should not be interpreted as an offer of these securities.
The SEC does not endorse, indemnify or guarantee any business practices, selling methods, the class or type of securities offered or any specific security.
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