Build an RFP

Receive a list of sample questions to help you build your Request for Proposal (RFP)

You'll receive best practices for OCIO RFPs, a list of commonly-asked questions from real RFPs, and a scoring matrix worksheet to weigh your options.

The questions cover:

  • Organizational history, structure, and experience
  • Services provided by the firm
  • Clients served by the firm
  • Strategic advice
  • Fees
  • Asset allocation strategy & investment philosophy
  • Portfolio construction & manager research process
  • Client service philosophy & team
  • Risk management process, monitoring and fees

* Asterisks indicate required fields.