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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