Insight
Evaluation tools and best practices for a smooth asset management review
Resources and tips on ways to simplify an often cumbersome process.
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
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RFP checklistOur RFP checklist helps you organize your team and process and provides links to invaluable resources.
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10 Evaluation QuestionsTop 10 questions to consider when evaluating OCIOs. Questions you shouldn't skip if you are creating an OCIO RFP.
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Build your own RFPCustomize your RFP by selecting the topics that apply to your organization. We'll send you a custom list of RFP questions via email.
Guided videos explaining the OCIO search and hire process
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Learn about the processHow to run an effective RFP process. Learn about one college’s recent RFP process, the key criteria they looked for in an OCIO and tips for anyone planning to start a search.
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View the insightsNarrowing down the OCIO search process. One executive shares his organization's journey to select an OCIO. Learn about his RFP process advice and how to narrow down responses.
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OCIO search and hiring Q&ATwo investment committee members share how they moved from traditional consulting to OCIO.
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.
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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