RFP checklist
Helps organize your team and process and provides links to invaluable resources.
Toolkit
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 help you 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.
Tools to run a seamless RFP process
Build your own RFP
Select the topics that apply to your organization. We'll email you a customized list of RFP questions.
RFP best practices
Don't miss these steps to starting your RFP process on the right foot.
Explainer meeting: what you need to know about OCIO
Our expert will run through key OCIO trends and evaluation factors, including fees and extra services. In less than 20 minutes, get answers to your questions and evaluate your current arrangement. No strings attached!
Sign up nowGuided videos explain the OCIO search and hire process.
-
Running 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.
-
Narrowing down the OCIO search process.One executive shares his organization's journey and RFP process advice for short-listing responses.
-
Searching and hiring an OCIOTwo 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.
The right help from the right provider
Not all OCIOs are alike—experience and infrastructure matter. You need an OCIO with a unique investment background and the ability to monitor the market to make timely changes.
A proven OCIOAdditional resources
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.