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