Access sample questions to help you in building your Request for Proposal (RFP)
An effective relationship with an Outsourced CIO (OCIO) provider is a partnership - the firm you hire ultimately becomes an extension of your organization. Searching for the provider that will bring you the right combination of advice, investments, and services and is staffed by people you like and trust is a daunting task. Not all OCIO providers are created equally.
As a recipient of many RFPs every year, we are often asked to share insights into the most commonly-asked questions we receive from prospective clients.
When you complete the form below, you'll receive an email with a sample RFP and recommendations for a clearly-defined and efficient process.
The questions cover:
- Organizational history, structure, and experience
- Services provided by the firm
- Clients served by the firm
- Strategic advice
- Asset allocation strategy & investment philosophy
- Portfolio construction & manager research process
- Client service philosophy and team
- Risk management process, monitoring & systems
* Asterisks indicate required fields.