Build an RFP

Save time. Receive a list of 60+ sample questions to help you build your Request for Proposal (RFP).

Potential savings are at stake and you don't want to miss out. If you haven't reevaluated your OCIO provider recently, you could be leaving money on the table.

You'll receive best practices for OCIO RFPs and a list of 60+ frequently asked investment questions from real RFPs.

Sample topics include:

  • Organizational history, structure, and expertise
  • Clients & services provided by the firm
  • Strategic advice
  • Asset allocation strategy & investment philosophy
  • Portfolio construction & manager research process
  • Alternative investments
  • Performance
  • Diversity, Equity, and Inclusion (DEI)
  • ESG / Sustainability / Impact
  • Client service philosophy & team
  • Risk management
  • Fees

Request it right here.

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