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Evaluation tools and best practices for a smooth asset management review

If you are thinking of making a change, conducting a request for proposal (RFP) can be a good way to see which providers best fit your overall goals. As one of the leading providers of outsourced investment management services, we have seen our share of good (and not so good) RFP processes.

To help you avoid an overwhelming process, we complied some best practices and tools to help you through your search. Start off by viewing our "Request for Proposal (RFP) Best Practices" PDF.

Tools to run a seamless RFP process

Guided videos explaining the OCIO search and hire process

When you’re ready for finals presentations:

Your committee needs to agree on the key points of differentiation that are critical to meeting your goals. Once you have received all your requests for proposal (RFPs), the hard work truly begins.

How to structure and run a finals.

Whether you're part of an investment committee or the investment office staff, you have a lot to think about when it comes to the success of your organization's investment portfolios. Our goal is to help your investment team stay on pace to address today's challenges. Follow one of our blogs for the latest topics. 

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Nonprofit Committee Connection

Your tie to topics that support your goals, from financial health to fundraising, ERM, governance and more.

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Blog: Investment Office Roundup

Resources focused on helping your investment office achieve improved efficiency and success. Our expert contributors address a range of topics and offer practical solutions, from implementing alternative investments and ESG to combating inefficient internal processes and data aggregation/reporting inaccuracies.

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Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.

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