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Evaluation tools and best practices for a smooth asset management review

clock 1 MIN READ

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. 

Paper plans

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!

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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 your finalist presentation.


Know your OCIO

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 OCIO

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.