Build an RFP

Receive a list of sample questions to help you build your own Request for Proposal (RFP)

After completing the form below, you'll receive:

  • A list of commonly asked questions from real RFPs
  • Best practices for OCIO RFPs
  • A scoring matrix worksheet

The questions cover:

  • Organizational history, structure, and experience
  • Services provided by the firm
  • Clients served by the firm
  • Strategic advice
  • Fees


  • Asset allocation strategy & investment philosophy
  • Portfolio construction & manager research process
  • Client service philosophy & team
  • Risk management process, monitoring & fees