![Daphne Gu](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Daphne Gu
Keine laufenden Positionen mehr
Profil
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.
Ehemalige bekannte Positionen von Daphne Gu
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Daphne Gu
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
47
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
