QS Investors
Business Continuity Plan

Dear :

QS Investors’ first priority is the health and welfare of our clients, co-workers, and strategic partners. We are closely monitoring developments surrounding COVID-19 (Coronavirus), including any announcements and guidelines from the Center for Disease Control (CDC), World Health Organization (WHO) and other health agencies around the globe. We recognize that this is an evolving situation that requires active involvement in order to mitigate risks to our community. We are fluidly developing office and travel guidelines to stay at the forefront of the quickly changing local and global impact of the virus. Starting Monday, March 16th, our Boston and New York offices will be closed and employees will be working from home for two weeks. We will continue to evaluate whether this policy should be extended as we move forward. In addition, all business travel is prohibited. As a result, client meetings will be held via conference call or video conference for the foreseeable future. But as we take steps to lessen risks to everyone’s health, we hope to avoid greater challenges down the road.

QS Investors has a robust Business Continuity Plan in place, which is being deployed at this time. All employees have secure remote access to our systems so that they may continue to communicate with you and perform their duties without interruption. This plan has been tested regularly for years to ensure the firm’s operational success.

We are confident that we are prepared for the current situation and its evolution, and that we have taken appropriate steps to ensure the continuity of our business operations. Our goal is to protect everyone’s wellbeing and our approach reflects that commitment. We believe these measures will help reduce the health risks to all of us and we appreciate your understanding.

Lastly, we understand that this has been a challenging time for our clients. We believe a key benefit of our investment approach is that emotion and bias are eliminated from diligently managing portfolios. We will continue to execute that approach without interruption. Please know that our professionals are here to address your questions and concerns about your investment portfolios. As always, we appreciate your understanding and thank you for your continued confidence in QS Investors.

Please find Affiliate BCP Statements here