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.
• 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