Helping institutional investors select an investment provider.


Helping institutional investors select an investment provider.

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
Your information is never shared.

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

We collaborate with DB plans to tackle funding and volatility issues, pension risk transfer strategies and more.





Defined contribution

We understand what's at stake–the hard work and savings of real individuals.

Defined contribution





To accomplish your non-profit's mission, you need the right investment approach.

Non-profit organizations





We work together with healthcare organizations to help simplify and improve investment programs.


Outsourced Chief Investment Officer (OCIO)

By reducing your operational burden, you're free to focus on what matters most to you.

Explore OCIO

Customized Portfolio

Combine your internal resources with our global capabilities and expertise designed to gain more portfolio control, limit costs, reduce risk and enhance returns.

Customized portfolio services

Funds and

For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio.

Funds and strategies


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