Daphne Gu

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Consumer Services

Electronic Technology

Finance

Profile

Prior to joining FundQuest in 2007, Ms. Gu worked for Textron, Inc., in the United States, Europe and Asia form 1997 to 2007.
At Textron, she held positions in business, financial and international market analysis.
As part of Textron Investor Relations Department, she provided financial analysis and support communications to the investment community, working closely with buy-and sell-side analysts.
She also worked in sales analysis for Asionics Singapore Pte Ltd. form 1996 to 1998.
She has several years of financial experience.
Ms. Gu received her BS in English for Science and Technology from Shanghai JiaoTong University in Shanghai, China and her MBA from Nanyang Technological University in Singapore.
She also received her MS in finance from Boston College.
She is a Chartered Financial Analyst charterholder.
She is a member of the Boston Security Analysts Society.

Former positions of Daphne Gu

Companies	Position	End
FundQuest, Inc. FundQuest, Inc. Investment ManagersFinance FundQuest seeks to add value to clients' portfolios through active investment management. The firm strives to construct diversified portfolios of quality investments by utilizing a rigorous research process to balance return objectives and volatility considerations. Their ultimate goal is to help investors to realize their financial goals while minimizing risk. FundQuest provides institutional clients with discretionary portfolio management services. The firm constructs and manages portfolios that are customized to meet each clients needs. Their investment process in based on 4 steps: (1) asset allocation (2) tactical portfolio mix (3) security selection and (4) on-going portfolio monitoring. Portfolios are constructed to ensure each class of investor takes on an appropriate amount of risk. After setting the strategic allocation parameters, FundQuest creates a tactical portfolio mix. Within the equity and fixed-income asset classes, the firm includes several sub-asset classes and/or styles in the portfolio mix that include a variety of market-caps and valuations. The firm's security selection process includes a rigorous screening process to select and recommend best-of-breed money managers and mutual funds. FundQuest's investment committee meets regularly to review portfolio composition and performance, and to make investment change recommendations. FundQuest offers global managed account platforms that are customized to meet clients' unique needs. The firm's service and product solutions include: (1) Mutual Fund Advisory Programs (2) Unified Managed Accounts (3) Separate Account Programs (4) Active/Passive Portfolios (5) ETFs (6) Alternative Investments (6) Variable Annuities and (7) Offshore Funds.	Analyst-Equity	13/12/2011
TEXTRON INC.	Corporate Officer/Principal	31/12/2006

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Linked companies

Private companies	5
Textron, Inc. Textron, Inc. Aerospace & DefenseElectronic Technology Manufactures and sells aircrafts, aftermarket parts & fuel components for automobiles	Electronic Technology
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FundQuest, Inc. FundQuest, Inc. Investment ManagersFinance FundQuest seeks to add value to clients' portfolios through active investment management. The firm strives to construct diversified portfolios of quality investments by utilizing a rigorous research process to balance return objectives and volatility considerations. Their ultimate goal is to help investors to realize their financial goals while minimizing risk. FundQuest provides institutional clients with discretionary portfolio management services. The firm constructs and manages portfolios that are customized to meet each clients needs. Their investment process in based on 4 steps: (1) asset allocation (2) tactical portfolio mix (3) security selection and (4) on-going portfolio monitoring. Portfolios are constructed to ensure each class of investor takes on an appropriate amount of risk. After setting the strategic allocation parameters, FundQuest creates a tactical portfolio mix. Within the equity and fixed-income asset classes, the firm includes several sub-asset classes and/or styles in the portfolio mix that include a variety of market-caps and valuations. The firm's security selection process includes a rigorous screening process to select and recommend best-of-breed money managers and mutual funds. FundQuest's investment committee meets regularly to review portfolio composition and performance, and to make investment change recommendations. FundQuest offers global managed account platforms that are customized to meet clients' unique needs. The firm's service and product solutions include: (1) Mutual Fund Advisory Programs (2) Unified Managed Accounts (3) Separate Account Programs (4) Active/Passive Portfolios (5) ETFs (6) Alternative Investments (6) Variable Annuities and (7) Offshore Funds.	Finance
Nanyang Technological University Nanyang Technological University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shanghai Jiao Tong University Shanghai Jiao Tong University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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