Sample RFP (request for proposal): Finding the right investment outsourcing provider
To help you select the right investment provider, we have created our “build your own” request for proposal (RFP) tool.
After completing the form below, you'll receive an email with a list of the most commonly asked questions we receive from prospective clients. We'll share best practices along with a worksheet to help you apply an objective scoring system to your RFP evaluations.
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
We provide solutions for institutional investors across a variety of industries
Our focus is simple: to make your life easier. We create customized investment programs that tailor the level of outsourcing discretion to your unique needs.
Defined benefit
plans
We collaborate with DB plans to tackle funding and volatility issues, pension risk transfer strategies and more.
Definedbenefit
Defined contribution
plans
We understand what's at stake–the hard work and savings of real individuals.
Defined contribution
Non-profit
organizations
To accomplish your non-profit's mission, you need the right investment approach.
Non-profit organizations
Healthcare
systems
We work together with healthcare organizations to help simplify and improve investment programs.
Healthcaresystems
Outsourced Chief Investment Officer (OCIO)
By reducing your operational burden, you're free to focus on what matters most to you.
Customized Portfolio
Services
Combine your internal resources with our global capabilities and expertise designed to gain more portfolio control, limit costs, reduce risk and enhance returns.
Funds and
Strategies
For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio.