Edward Lupo Email & Phone Number

New York, New York, Us

• Review hedge fund offering documents to evaluate and collect fund specific terms and policies. • Prepare and coordinate product development activities to support product launches, terminations and liquidations.• Partner with third-party investment managers to support fund documentation and product activities.• Support hedge fund intranet pages with product details, offering documents, redemption forms and collective terms guide.• Jointly organize hedge fund annual review process working with research, compliance and Operational Due Diligence. • Supervise hedge fund board of director meeting requests with partnering functional groups for aggregating deliverables.

Toronto, Ontario, Ca

• Partner with key stakeholders to bring together viewpoints across investment teams, sales and marketing to create effective product specific materials highlighting key selling points and messaging.• Generate investment insight to communicate strategy specific quantitative and qualitative differentiators. • Assess industry trends and analyze data to determine market demand and tactical product positioning.• Prepare aggregate product analysis and complex assessment for strategic planning.

• Re-built, developed and managed MSIM's product management and competitive intelligence team including implementation of new reporting, configuring vendor tool platforms, and oversight of board of directors advisory reporting.• Responsible for the development of analytical reporting and materials supporting product messaging, and to provide colleagues with product knowledge expertise.• Regularly monitor industry trends and new product initiatives utilizing leading vendor tools and a wide network of industry contacts.• Developed new firm wide reporting for peer assessment to be utilized with global retail and institutional products.• Experienced in leading various product development research initiatives for multiple product actions.• Led firm’s 15c board of director reporting for US mutual funds, closed-end funds and Alternative funds.

Nashville, Tn, Us

• Managed the retail Global Funds Performance and Analysis team responsible for performance oversight of US mutual funds, Non-US Mutual funds, closed-end funds and CITs.• Supported product development and rationalization initiatives, providing industry trend research and fee assessment fit.• Worked closely with senior management, overseeing quarterly board of director reporting, including 15c advisory renewal and firm/industry flow analysis.

Atlanta, Ga, Us

• Managed the Product Management Performance Analysis team responsible for supporting the firm’s mutual funds across product managers, product development, and distribution.• Responsible for product management of International Equity separate account, and to provided industry research for firm’s high net wealth division.• Conducted regular competitive due diligence using separate account data bases, competitor research and regression analysis.

New York, Ny, Us

• Responsible for portfolio analytical including performance reporting, attribution analysis, and fund competitive analysis.• Conducted industry research for product alignment analysis for actions such as fund launches, mergers and fee realignments. • Managed and prepared Morgan Stanley Investment Management’s mutual fund complex executive reporting.

• Researched and analyzed corporate financial reports for inclusion in Value Line’s investment survey research publication.• Monitored business activities, operations and financial results for publishing individual corporate profiles