EMPOWER

Helping institutional investors select an investment provider.

EMPOWER

Helping institutional investors select an investment provider.

Access sample RFP (request for proposal) questions to help you in building your own RFP

After completing the form below, you'll receive an email with a list of the most commonly asked questions we receive from prospective clients along with best practices.

The questions cover the following key categories:

  • Organizational history, structure, experience
  • Services provided by the firm, including investment, custodial & trust, and administrative
  • Clients served by the firm, including type, duration, experience, and AUM
  • Strategic advice
  • Asset allocation strategy & Investment philosophy
  • Portfolio construction & manager research process
  • Client service philosophy and team
  • Risk management process, monitoring & systems
  • Fees

Your information is never shared.

 

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